HYBRID WEALTH ADVISOR Trademark

Trademark Overview


On Tuesday, April 30, 2019, a trademark application was filed for HYBRID WEALTH ADVISOR with the United States Patent and Trademark Office. The USPTO has given the HYBRID WEALTH ADVISOR trademark a serial number of 88409336. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Tuesday, October 25, 2022. This trademark is owned by Responsive Capital Management Inc.. The HYBRID WEALTH ADVISOR trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management

Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
hybrid wealth advisor

General Information


Serial Number88409336
Word MarkHYBRID WEALTH ADVISOR
Filing DateTuesday, April 30, 2019
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateTuesday, October 25, 2022
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesDownloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management
Goods and ServicesSoftware-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; 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 Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateThursday, May 16, 2019
Primary Code009
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, May 16, 2019
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameResponsive Capital Management Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressVancouver, BC V5T 3C2
CA

Trademark Events


Event DateEvent Description
Tuesday, October 25, 2022ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Tuesday, October 25, 2022ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Tuesday, October 25, 2022ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Friday, April 8, 2022NOTIFICATION OF PRIORITY ACTION E-MAILED
Friday, April 8, 2022PRIORITY ACTION E-MAILED
Friday, April 8, 2022PRIORITY ACTION WRITTEN
Tuesday, March 8, 2022EXAMINER'S AMENDMENT ENTERED
Monday, March 7, 2022NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, March 7, 2022EXAMINERS AMENDMENT E-MAILED
Monday, March 7, 2022EXAMINERS AMENDMENT -WRITTEN
Thursday, January 27, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 27, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, January 24, 2022TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Thursday, July 29, 2021NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Thursday, July 29, 2021INQUIRY TO SUSPENSION E-MAILED
Thursday, July 29, 2021SUSPENSION INQUIRY WRITTEN
Thursday, July 22, 2021SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Wednesday, September 30, 2020NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Wednesday, September 30, 2020LETTER OF SUSPENSION E-MAILED
Wednesday, September 30, 2020SUSPENSION LETTER WRITTEN
Wednesday, September 16, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 16, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 9, 2020TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Tuesday, August 25, 2020NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Tuesday, August 25, 2020INQUIRY TO SUSPENSION E-MAILED
Tuesday, August 25, 2020SUSPENSION INQUIRY WRITTEN
Wednesday, August 19, 2020SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Tuesday, February 18, 2020NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, February 18, 2020LETTER OF SUSPENSION E-MAILED
Tuesday, February 18, 2020SUSPENSION LETTER WRITTEN
Tuesday, January 28, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 28, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, January 23, 2020ASSIGNED TO LIE
Monday, January 13, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, July 13, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, July 13, 2019NON-FINAL ACTION E-MAILED
Saturday, July 13, 2019NON-FINAL ACTION WRITTEN
Friday, July 12, 2019ASSIGNED TO EXAMINER
Thursday, May 16, 2019NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, May 3, 2019NEW APPLICATION ENTERED