UNIFIED WEALTH MANAGEMENT - Trademark Details
Status: 701 - Section 8-Accepted
Image for trademark with serial number 86399939
Serial Number
86399939
Registration Number
4792228
Word Mark
UNIFIED WEALTH MANAGEMENT
Status
701 - Section 8-Accepted
Status Date
2020-11-19
Filing Date
2014-09-19
Registration Number
4792228
Registration Date
2015-08-11
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Law Office Assigned Location Code
L10
Employee Name
GOODSAID, IRA J
Statements
Disclaimer with Predetermined Text
"WEALTH MANAGEMENT"
Goods and Services
Software as a service (SAAS) services featuring software for financial portfolio management, investment tracking, financial portfolio analysis, investment reporting, investment performance management, financial instruments trades tracking, trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking management, investment billing management, investment account billing, receivables tracking, revenue distribution and reporting, financial instruments trading compliance, management of margin, financing and stock borrow requirements, document management all in the field of wealth management
Goods and Services
Software as a service (SAAS) services featuring computer software for use by investment managers, namely, financial portfolio analysis and management, investment tracking, reporting and performance management, trades tracking and trade order management, account reconciliation and accounting, investment revenue management, corporate actions tracking billing management, account billing, receivables tracking, revenue distribution and reporting, financial trading and stock borrowing compliance, margin and document management
Classification Information
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2015-06-10
Primary Code
042
First Use Anywhere Date
2011-03-31
First Use In Commerce Date
2011-03-31
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Address
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Party Name
Party Type
10 - Original Applicant
Address
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Correspondences
Name
Thomas D. Bratschun
Address
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Trademark Events
Event DateEvent Description
2014-09-23NEW APPLICATION ENTERED IN TRAM
2014-09-26NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2015-01-06ASSIGNED TO EXAMINER
2015-01-06NON-FINAL ACTION WRITTEN
2015-01-06NON-FINAL ACTION E-MAILED
2015-01-06NOTIFICATION OF NON-FINAL ACTION E-MAILED
2015-06-10TEAS RESPONSE TO OFFICE ACTION RECEIVED
2015-06-10CORRESPONDENCE RECEIVED IN LAW OFFICE
2015-06-10TEAS/EMAIL CORRESPONDENCE ENTERED
2015-06-15EXAMINERS AMENDMENT -WRITTEN
2015-06-15EXAMINERS AMENDMENT E-MAILED
2015-06-15NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2015-06-15EXAMINER'S AMENDMENT ENTERED
2015-06-15APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
2015-07-01ASSIGNED TO LIE
2015-07-03LAW OFFICE PUBLICATION REVIEW COMPLETED
2015-08-11REGISTERED-SUPPLEMENTAL REGISTER
2020-08-11COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2020-09-08TEAS SECTION 8 RECEIVED
2020-11-19CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-11-19REGISTERED - SEC. 8 (6-YR) ACCEPTED
2020-11-19NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED