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Official data from USPTO

CLEAR1

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

CLEAR1

ST13

US500000097650938

Class

9, 42

Filing

97650938

Registration

7246702

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

18

Latest update

10/16/2024

Trademark type

Word

Nice classes

9, 42

Filing date

10/27/2022

Registration date

12/19/2023

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

12/19/2023

Last transaction

12/19/2023

Responsible office

United States Patent and Trademark Office

Status code

700

Official register

Principal Register

First use anywhere

09/23/2019

First use in commerce

09/23/2019

Drawing code

4

Owner type

03

Owner location

New York, NY, US

Examiner

SIMCOX, KYLE DUNCAN

Law office

N40

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

Atria Wealth Solutions, Inc.

Representatives

KIMBERLY I. SHIMOMURA HARTER SECREST & EMERY LLP

Technical classification

Nice Classes

Class 9Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 9

downloadable computer software for reviewing financial investments and managing documents for use in the fields of investinginvestment managementfinancial analysisfinancial planningretirement planningrisk managementwealth managementfinancial portfolio managementinsuranceinsurance brokerageinsurance products and services

Class 42

providing onlinenon-downloadable computer software for reviewing financial investments and managing documents for use in the fields of investinginvestment managementfinancial analysisfinancial planningretirement planningrisk managementfinancial portfolio managementinsuranceinsurance brokerageinsurance products and services; software as a service (SAAS) services featuring software for reviewing financial investments and managing documents and providing onlinenon-downloadable computer software for reviewing financial investments and managing documentsall for use in the fields of investinginvestment managementfinancefinancial planningretirement planningrisk managementfinancial portfolio management; software as a service (SAAS) services featuring software for managing and administering retirement planspension plansemployee compensation plans and providing onlinenon-downloadable computer software for managing and administering retirement planspension plansemployee compensation plans; software as a service (SAAS) services featuring software for initiatingprocessingtracking financial transactionssecurities trading ordersinvestment account transactions and providing onlinenon-downloadable computer software for initiatingprocessingtracking financial transactionssecurities trading ordersinvestment account transactions

Publications

History of USPTO decisions and trademark events.

18 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

10/16/2024

NRCC

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/19/2023

R.PR

REGISTERED-PRINCIPAL REGISTER

12/19/2023

DOCK

ASSIGNED TO EXAMINER

11/07/2023

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

10/03/2023

PUBO

PUBLISHED FOR OPPOSITION

10/03/2023

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

09/13/2023

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/24/2023

XAEC

EXAMINER'S AMENDMENT ENTERED

08/24/2023

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

08/24/2023

GNEA

EXAMINERS AMENDMENT E-MAILED

08/24/2023

CNEA

EXAMINERS AMENDMENT -WRITTEN

08/24/2023

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

08/22/2023

GNRT

NON-FINAL ACTION E-MAILED

08/22/2023

CNRT

NON-FINAL ACTION WRITTEN

08/22/2023

DOCK

ASSIGNED TO EXAMINER

08/10/2023

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

11/10/2022

NWAP

NEW APPLICATION ENTERED

10/31/2022

Continuous trademark protection

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