Trademark Overview
On Thursday, April 15, 2021, a trademark application was filed for VIRTUAL DIGITAL ASSISTANT with the United States Patent and Trademark Office. The USPTO has given the VIRTUAL DIGITAL ASSISTANT trademark a serial number of 90648609. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, June 29, 2022. This trademark is owned by ADVISOR360°, LLC. The VIRTUAL DIGITAL ASSISTANT trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, including, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances. Providing use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management. A web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to ...
