UNIO Trademark

Trademark Overview


On Friday, January 6, 2023, a trademark application was filed for UNIO with the United States Patent and Trademark Office. The USPTO has given the UNIO trademark a serial number of 97744353. The federal status of this trademark filing is REGISTERED as of Tuesday, December 12, 2023. This trademark is owned by Atria Wealth Solutions, Inc.. The UNIO trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth
unio

General Information


Serial Number97744353
Word MarkUNIO
Filing DateFriday, January 6, 2023
Status700 - REGISTERED
Status DateTuesday, December 12, 2023
Registration Number7242546
Registration DateTuesday, December 12, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 26, 2023

Trademark Statements


Goods and ServicesProviding on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth

Classification Information


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 DateMonday, January 30, 2023
Primary Code042
First Use Anywhere DateFriday, November 30, 2018
First Use In Commerce DateFriday, November 30, 2018

Trademark Owner History


Party NameAtria Wealth Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Party NameAtria Wealth Solutions, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Party NameAtria Wealth Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Trademark Events


Event DateEvent Description
Tuesday, December 12, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, December 12, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, November 7, 2023ASSIGNED TO EXAMINER
Tuesday, September 26, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 26, 2023PUBLISHED FOR OPPOSITION
Wednesday, September 6, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 22, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, August 10, 2023ASSIGNED TO EXAMINER
Monday, January 30, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 11, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, January 11, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, January 11, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 10, 2023NEW APPLICATION ENTERED