
| Serial Number | 97744353 |
| Word Mark | UNIO |
| Filing Date | Friday, January 6, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, December 12, 2023 |
| Registration Number | 7242546 |
| Registration Date | Tuesday, December 12, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 26, 2023 |
| Goods and Services | 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 |
| 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 | Monday, January 30, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, November 30, 2018 |
| First Use In Commerce Date | Friday, November 30, 2018 |
| Party Name | Atria Wealth Solutions, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
| Party Name | Atria Wealth Solutions, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
| Party Name | Atria Wealth Solutions, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10017 |
| Event Date | Event Description |
| Tuesday, January 10, 2023 | NEW APPLICATION ENTERED |
| Wednesday, January 11, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, August 10, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, August 22, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 11, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, January 11, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, January 30, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, September 6, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 26, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 26, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 7, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, December 12, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Wednesday, October 16, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, December 12, 2023 | REGISTERED-PRINCIPAL REGISTER |