| Serial Number | 97629464 |
| Word Mark | SPACE SYSTEMATIC PERSONAL ASSET CUSTOMIZATION ENGINE |
| Filing Date | Wednesday, October 12, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 9, 2024 |
| Registration Number | 7350663 |
| Registration Date | Tuesday, April 9, 2024 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 23, 2024 |
| Description of Mark | The mark consists of the wording "SPACE SYSTEMATIC PERSONAL ASSET CUSTOMIZATION ENGINE" in a stylized font with the letter "C" in "SPACE" divided into green, orange, and yellow sections. The remaining letters in "SPACE" are black. There is a black vertical line to the right of the word "SPACE." To the right of the line are the words "SYSTEMATIC PERSONAL ASSET CUSTOMIZATION ENGINE" in black. The color white represents background and/or transparent areas and is not part of the mark. |
| Indication of Colors claimed | The color(s) black, green, orange, and yellow is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "SYSTEMATIC PERSONAL ASSET CUSTOMIZATION ENGINE" |
| Goods and Services | providing an online, non-downloadable software platform for assisting financial advisors and investors in creating, selecting, managing, customizing and investing in tax-optimized equity indexes and exchange traded funds via separately managed accounts |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 27, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Saturday, October 1, 2022 |
| First Use In Commerce Date | Saturday, October 1, 2022 |
| Party Name | New Age Folios, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye, NY 10580 |
| Party Name | New Age Folios, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye, NY 10580 |
| Party Name | New Age Folios, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rye, NY 10580 |
| Event Date | Event Description |
| Tuesday, April 9, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 9, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 23, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 23, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 3, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, December 18, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, December 15, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 14, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 14, 2023 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Monday, October 30, 2023 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, October 30, 2023 | FINAL REFUSAL E-MAILED |
| Monday, October 30, 2023 | FINAL REFUSAL WRITTEN |
| Friday, September 29, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, September 29, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, September 29, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, July 27, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, July 27, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, July 27, 2023 | NON-FINAL ACTION WRITTEN |
| Wednesday, July 26, 2023 | ASSIGNED TO EXAMINER |
| Friday, October 28, 2022 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, October 27, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 15, 2022 | NEW APPLICATION ENTERED |