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on 3 Apr 2024

Last Applicant/ Owned by

Parametric Portfolio Associates LLC

800 Fifth Avenue, Suite 2800Seattle WA 98104

US

Serial Number

2226579 filed on 9th Jun 2022

Correspondent Address

NEXUS LAW GROUP LLP

777 Hornby StreetSuite 2000Vancouver

BRITISH COLUMBIA

CA

V6Z1S4

Radius

Trademark usage description

computer software and mobile applications for use by others in rendering financial services, namely, downloadable software for collecting, analyzing, Read More

Classification Information

Class [009]
Computer software and mobile applications for use by others in rendering financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of financial risk management, financial management, investment management, and securities trading; computer software and mobile applications used in connection with financial services, namely, downloadable software for collecting, analyzing, organizing, storing and transmitting data and information in the fields of personal financial planning, personal financial management, personal investment management, and securities trading; downloadable computer software platforms for financial analytics, investment management, and securities trading; downloadable computer software platforms for risk management, investment management, financial management and securities trading; downloadable computer software platforms for evaluation, analysis, and comparison of data and information in the fields of financial management, investment management, financial risk management, and securities trading; downloadable computer software, namely, an electronic financial platform to conduct financial performance analyses, risk assessment scenarios, trend analyses; downloadable computer software, namely, an electronic financial platform for customization and workflow management of client investment and financial portfolios, and securities trading.

Classification kind code

11

Class [035]
Providing information and analysis relating to economic market data; providing business and market research services to individual and institutional financial investors and financial professionals; market analysis; compiling and analyzing statistics, data and other sources of information for business planning purposes and financial record-keeping for regulatory compliance purposes; analyzing and compiling data for measuring the performance of financial markets and market trends in the securities markets.

Classification kind code

11

Class [036]
Fund investment and advisory services; investment counseling services; management of portfolios comprising securities; mutual fund investment and investment advisory services; investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts; financial services, namely, providing risk management services, financial management services, and securities trading; financial analysis; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial services, namely, providing financial analyses, financial data analytics, financial industry data analysis, investment risk assessment; providing online information in the fields of investment management, financial risk management, and financial advisory services; financial research and analysis services, namely, development and implementation of robust modeling and data analytic frameworks; management of portfolios of transferable securities; financial administration of stocks; and financial administration of investment funds.

Classification kind code

11

Class [042]
Temporary use of on-line non-downloadable computer software for use by others in providing financial services, namely, providing risk management, financial information, financial management, securities trading and investment management services; providing a website featuring on-line non-downloadable software for providing information about investment management, financial risk management, and financial advisory services

Classification kind code

11

Mark Details

Serial Number

2226579

Mark Type

Trademark

Legal History

Action TakenStatus
Submitted for opposition 48
on 10th Feb 2025		Agent Changed
Submitted for opposition 22
on 3rd Apr 2024		Search Recorded
Submitted for opposition 20
on 3rd Apr 2024		Examiner's First Report
Submitted for opposition 223
on 3rd Apr 2024		Total Provisional Refusal
Submitted for opposition 256
on 9th Oct 2023		Notification of Possible Opposition Sent
Submitted for opposition 257
on 8th Dec 2022		Designation Notification - Madrid Protocol
Submitted for opposition 1
on 7th Dec 2022		Created
Submitted for opposition 31
on 7th Dec 2022		Formalized
Submitted for opposition 228
on 9th Jun 2022		International Registration
Submitted for opposition 30
on 9th Jun 2022		Filed