INVESTOS - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
98198404
Word Mark
INVESTOS
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2023-09-29
Filing Date
2023-09-26
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Statements
Goods and Services
Computer software, namely, a collection of financial software modules containing investment logic for (a) financial portfolio construction, optimization, and rebalancing, (b) research analytics, (c) performance analytics, back-testing, and attribution, and (d) risk analytics; Computer software platforms for use by asset managers and financial institutions for (a) constructing, optimizing, and rebalancing investment portfolios, (b) performing and consuming financial investment portfolio analytics, (c) back-testing and associated performance analytics of financial investment portfolios, (d) portfolio performance attribution, and (e) risk analytics; Computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management, financial regulatory reporting, portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction
Goods and Services
Financial risk management consultancy; financial investment analysis; Financial asset evaluation; Providing financial information via electronic means; Financial information and advisory services; Financial information in the field of finance, markets, news and analytics; Investment risk assessment services and reports associated therewith; Financial consultancy in connection with the aforesaid services
Goods and Services
Online journals, namely, blogs featuring information in the fields of financial services and investment and associated software
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2023-09-29
Primary Code
009
First Use Anywhere Date
2023-06-23
First Use In Commerce Date
2023-06-23
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
7 - Inactive - Insufficient fee received
Class Status Date
2023-09-29
Primary Code
036
First Use Anywhere Date
2023-06-23
First Use In Commerce Date
2023-06-23
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
7 - Inactive - Insufficient fee received
Class Status Date
2023-09-29
Primary Code
041
First Use Anywhere Date
2023-04-23
First Use In Commerce Date
2023-04-23
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
TREVOR A. CAUDLE, ESQ.
Address
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Trademark Events
Event Date | Event Description |
2023-09-29 | NEW APPLICATION ENTERED |