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PORTFOLIO MANAGER IN A BOX

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PORTFOLIO MANAGER IN A BOX
REGISTERED

on 15 Jul 2021

Last Applicant/ Owned by

RAYMOND JAMES LTD./ RAYMOND JAMES LTÉE

2100 - 925 W. Georgia StreetVancouver

BRITISH COLUMBIA

CA

V6B3L2

Serial Number

1892392 filed on 6th Apr 2018

Registration Number

TMA1103918 registered on 15th Jul 2021

Registration expiry Date

15th Jul 2031

Correspondent Address

BORDEN LADNER GERVAIS LLP

1200 WATERFRONT CENTRE200 BURRARD STREETP.O. BOX 48600VANCOUVER

BRITISH COLUMBIA

CA

V7X1T2

PORTFOLIO MANAGER IN A BOX

Trademark usage description

providing business administrative services to investment advisors and portfolio managers financial investment and financial asset management services Read More

Classification Information

Class [035]
Providing business administrative services to investment advisors and portfolio managers

Classification kind code

11

Class [036]
Financial investment and financial asset management services; Providing options trading and security brokerage services to investment advisors and portfolio managers; Financial correspondent brokerage services, namely, trading services and operational services, namely, management of securities, shares, share certificates, guaranteed investment certificates, installment receipts, deposit receipts, securities entitlements, securities accounts, high interest savings accounts, portfolio comprising securities, bonds, loans, financial options and warrants, and debt settlement services; Financial services namely, providing capital investment and asset management services, financial analysis and research services, financial asset management services, consultancy of capital investment and financial investment counseling; and providing stock/securities market information

Classification kind code

11

Class [045]
Providing information on compliance with financial and security rules and regulations

Classification kind code

11

Mark Details

Serial Number

1892392

Mark Type

Trademark

Legal History

Show more

Action TakenStatus
Submitted for opposition 190
on 7th Jul 2021		Registration Pending
Submitted for opposition 42
on 14th Apr 2021		Advertised
Submitted for opposition 26
on 17th Mar 2021		Approved
Submitted for opposition 27
on 17th Mar 2021		Approval Notice Sent
Submitted for opposition 15
on 24th Apr 2020		Correspondence Created
Submitted for opposition 22
on 23rd Sept 2019		Search Recorded
Submitted for opposition 20
on 23rd Sept 2019		Examiner's First Report
Submitted for opposition 31
on 12th Apr 2018		Formalized
Submitted for opposition 1
on 9th Apr 2018		Created
Submitted for opposition 30
on 6th Apr 2018		Filed