Trademark Overview
On Friday, November 3, 2023, a trademark application was filed for SHEP with the United States Patent and Trademark Office. The USPTO has given the SHEP trademark a serial number of 98253787. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, September 17, 2024. The SHEP trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Computer software platforms, downloadable, for establishing managed personal investment accounts; Computer software platforms, downloadable, for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, viewing, downloading, sharing and saving news, research and information in the fields of finance and investing; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for establishing managed personal investment accounts; Downloadable computer application software for desktop computers, laptop computers, tablets, and mobile phones, namely, software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Downloadable computer software for producing financial models; Downloa...
Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Investment services, namely, asset acquisition, consultation, development and management services; Strategic financial advisory services; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and de...
Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing online non-downloadable computer software platforms for managing, monitoring and creating reports for personal financial and investment accounts; Providing temporary use of non-dow...
