Image Trademark with Serial Number 98917348
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Image for trademark with serial number 98917348
Serial Number
98917348
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2024-12-22
Filing Date
2024-12-22
Attorney Name
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of a stylized person wearing a wreath, all within a circle.
Goods and Services
Downloadable computer software for aggregating financial service and market data for use in the financial services industry; Downloadable computer software for managing financial portfolios; Downloadable computer software for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting; Downloadable computer software for reporting portfolio analytics, financial goals, and financial objectives; Downloadable computer software for client management and customer relationship management (CRM); Downloadable computer software platforms for aggregating financial service and market data for use in the financial services industry; Downloadable software development kits (SDK) for building applications for aggregating, analyzing, and reporting public and private data; Downloadable application programming interface (API) software for requesting and accessing public and private data
Goods and Services
Cloud computing featuring software for use in aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Platform as a service (PAAS) featuring computer software platforms for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a non-downloadable web application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of a web-based software application for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of on-line non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing a website featuring resources, namely, non-downloadable software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Software as a service (SAAS) services featuring software for aggregating financial service and market data for use in the financial services industry, for managing financial portfolios for use by financial advisers, for wealth management, asset management, fund management, investment management, portfolio analytics, data management and aggregation, and accounting, for reporting portfolio analytics, financial goals, and financial objectives, and for client management and customer relationship management (CRM); Providing temporary use of non-downloadable computer software for browsing and accessing digital content and web applications in the financial services industry for use by financial advisers, for wealth management; Providing temporary use of online non-downloadable software development kits (SDKs) for building applications for aggregating, analyzing, and reporting public and private data; Platform as a service (PaaS) featuring software development kits (SDKs) for building applications for aggregating, analyzing, and reporting public and private data; Application service provider featuring application programming interface (API) software for requesting and accessing public and private data; Providing temporary use of non-downloadable computer software for use in authoring, transmitting, receiving, editing, extracting, encoding, decoding, storing and organizing text, data, images, and multimedia content for use in the financial services industry; Providing temporary use of non-downloadable computer software for enabling users to select the addition of technical functionalities or integration capabilities to digital content and web applications in the financial services industry
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
2024-12-22
Primary Code
009
First Use Anywhere Date
2021-05-11
First Use In Commerce Date
2021-05-11
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
2024-12-22
Primary Code
042
First Use Anywhere Date
2021-05-11
First Use In Commerce Date
2021-05-11
Current Trademark Owners
Party Type
10 - Original Applicant
Address
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Correspondences
Name
Geneva Amy Lai Haley Guiliano LLP
Address
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Trademark Events
Event DateEvent Description
2024-12-22NEW APPLICATION ENTERED