| Serial Number | 97936718 |
| Word Mark | UDF |
| Filing Date | Monday, May 15, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, November 12, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 17, 2024 |
| Goods and Services | Providing temporary use of online non-downloadable computer software for a seamless aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platforms for receiving, compiling, and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and Providing temporary use of online non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance. |
| 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 | Wednesday, August 7, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | ADVISOR360°, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Weston, MA 02493 |
| Party Name | ADVISOR360°, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Weston, MA 02493 |
| Event Date | Event Description |
| Wednesday, June 14, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, February 8, 2024 | ASSIGNED TO EXAMINER |
| Friday, February 9, 2024 | NON-FINAL ACTION WRITTEN |
| Friday, February 9, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, February 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 6, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, May 6, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, August 7, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, August 7, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 7, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, August 13, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 28, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 17, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 17, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 12, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |