WHAT IF YOU COULD?

Trademark usage description

business consulting services; business succession planning; business management of registered investment advisor offices and brokers on an outsourcing Read More

Classification Information

Class [035]
Business consulting services; business succession planning; business management of registered investment advisor offices and brokers on an outsourcing basis; business advice and information relating to finance and capital; business assistance, advisory services, and consultancy in the fields of budgeting, bookkeeping, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plans to achieve goals; tax and taxation planning, advice, information, and consultancy services; business administration and office work; digital marketing services; consulting services in the field of digital marketing; bookkeeping; outsource service provider in the field of business operation and management.

Classification kind code

Class [036]
Financial advice and financial management services; investment of funds for others; financial planning; investment advisory services; financial asset management services; and research services, namely, conducting research related to financial information, financial investment information, the performance of investment vehicles, and financial market data; insurance brokerage, information, and consultancy; brokerage and broker-dealer financial services in the field of securities, stocks, bonds, mutual funds, and over-the-counter markets; providing online information in the fields of financial and investment services, including financial planning, investment brokerage, providing investment advice, investment management and investment compliance services, for purposes of planning, executing, managing, analyzing, tracking, organizing, supervising, surveilling and structuring investments and investment strategies via an Internet website portal; financial trust planning and operations; estate planning; outsource service provider in the field of financial and investment paraprofessionals; real estate consultation.

Classification kind code

Class [042]
Technology services, namely, providing online non-downloadable proprietary computer software for use in the field of financial investment advisory and brokerage services, namely, for managing, analyzing, tracking, organizing and/or structuring investments and information related to investments and to the performance of investment vehicles, and for use in providing access to online investment information; platform as a service (PaaS) featuring a multi-functional computer software platform for providing access to documents, information, data, technology services and content related to financial and investment products and services, investment related trends, and advisor information for purposes of analyzing, tracking, and targeting investment advisor data, advisor investment behavior, client demographic information, investment strategies, investment reports, and third party data to enable users to market, promote, manage, analyze, track, organize, supervise, target, and structure marketing related sales campaigns; computer technology support services, namely, help desk services; and computer technology consultancy.

Classification kind code

Class [045]
Regulatory compliance consultancy in the field of finance.

Classification kind code

Mark Details

Serial Number

2388720

Mark Type

Trademark

Legal History

Action Taken	Status
Submitted for opposition 48 on 9^th Apr 2025	Agent Changed
Submitted for opposition 257 on 27^th Mar 2025	Designation Notification - Madrid Protocol
Submitted for opposition 1 on 27^th Mar 2025	Created
Submitted for opposition 31 on 27^th Mar 2025	Formalized
Submitted for opposition 228 on 8^th Jan 2025	International Registration
Submitted for opposition 30 on 8^th Jan 2025	Filed

WHAT IF YOU COULD?

Classification Information

Classification kind code

Classification kind code

Classification kind code

Class [045]Regulatory compliance consultancy in the field of finance.

Classification kind code

Mark Details

Serial Number

Mark Type

Legal History

Class [045]
Regulatory compliance consultancy in the field of finance.