| Serial Number | 97900082 |
| Word Mark | WOVE |
| Filing Date | Friday, April 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 13, 2024 |
| Registration Number | 7306895 |
| Registration Date | Tuesday, February 13, 2024 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 29, 2023 |
| Description of Mark | The mark consists of a stylized ribbon forming a wavy line to the left the word "WOVE" in stylized font. |
| Goods and Services | Financial advisory and consultancy services; investment management; funds investment; financial research and information services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage |
| 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 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 7, 2023 |
| First Use In Commerce Date | Wednesday, June 7, 2023 |
| 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 | Friday, May 19, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, June 7, 2023 |
| First Use In Commerce Date | Wednesday, June 7, 2023 |
| Party Name | Pershing Investments LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10286 |
| Party Name | Pershing Investments LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10286 |
| Party Name | Pershing Investments LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10286 |
| Event Date | Event Description |
| Tuesday, February 13, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 13, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 9, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, January 8, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, November 17, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, November 2, 2023 | USE AMENDMENT FILED |
| Friday, November 17, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, November 2, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 24, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 29, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 29, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 9, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, July 21, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, July 20, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 20, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 20, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 22, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 22, 2023 | NON-FINAL ACTION E-MAILED |
| Monday, May 22, 2023 | NON-FINAL ACTION WRITTEN |
| Monday, May 22, 2023 | ASSIGNED TO EXAMINER |
| Saturday, May 20, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, May 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, April 25, 2023 | NEW APPLICATION ENTERED |