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HYBRID WEALTH ADVISOR

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HYBRID WEALTH ADVISOR
REGISTERED

on 10 Jan 2022

Last Applicant/ Owned by

RESPONSIVE CAPITAL MANAGEMENT INC.

2015 Main Street #2Vancouver

BRITISH COLUMBIA

CA

V5T3C2

Serial Number

1928231 filed on 31st Oct 2018

Registration Number

TMA1117362 registered on 10th Jan 2022

Registration expiry Date

10th Jan 2032

Correspondent Address

NORTON ROSE FULBRIGHT CANADA LLP/S.E.N.C.R.L.,S.R.L.

1800 - 510 West Georgia StreetVancouver

BRITISH COLUMBIA

CA

V6B0M3

HYBRID WEALTH ADVISOR

Trademark usage description

computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial Read More

Classification Information

Class [009]
Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors, enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence, integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data, business intelligence software to aggregate, analyse and visualize data for client intelligence

Classification kind code

11

Class [036]
Wealth management services, namely financial planning and investment advisory services, financial analyses, financial asset management

Classification kind code

11

Class [042]
Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data

Classification kind code

11

Mark Details

Serial Number

1928231

Mark Type

Trademark

Legal History

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Action TakenStatus
Submitted for opposition 190
on 22nd Sept 2021		Registration Pending
Submitted for opposition 191
on 22nd Sept 2021		Registration Fee Notice Sent
Submitted for opposition 135
on 18th Aug 2021		Amendment to Application
Submitted for opposition 42
on 30th Jun 2021		Advertised
Submitted for opposition 27
on 1st Jun 2021		Approval Notice Sent
Submitted for opposition 26
on 1st Jun 2021		Approved
Submitted for opposition 22
on 26th May 2021		Search Recorded
Submitted for opposition 31
on 5th Nov 2018		Formalized
Submitted for opposition 1
on 1st Nov 2018		Created
Submitted for opposition 30
on 31st Oct 2018		Filed