| Serial Number | 90795186 |
| Word Mark | WEALTHTECH THAT POWERS YOUR DIGITAL TRANSFORMATION |
| Filing Date | Friday, June 25, 2021 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, January 30, 2023 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing financial information on securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons |
| Goods and Services | Providing temporary 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; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, 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 temporary use of a web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same; Providing just-in-time data, namely, real-time data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, May 27, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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, September 9, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | ADVISOR360°, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Weston, MA 02493 |
| Event Date | Event Description |
| Monday, January 30, 2023 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Monday, January 30, 2023 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Monday, January 30, 2023 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, July 4, 2022 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, July 4, 2022 | FINAL REFUSAL E-MAILED |
| Monday, July 4, 2022 | FINAL REFUSAL WRITTEN |
| Friday, May 27, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 23, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, May 23, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 22, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 22, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, November 22, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, November 16, 2021 | ASSIGNED TO EXAMINER |
| Thursday, September 9, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |