NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
12/24/2024
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Official data from USPTO
WOVE
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
33
Latest update
12/24/2024
Trademark type
Word
Nice classes
36, 42
Filing date
01/20/2023
Registration date
12/24/2024
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/24/2024
Last transaction
12/24/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Filing basis
Foreign priority
First use anywhere
06/07/2023
First use in commerce
06/07/2023
Drawing code
4
Owner type
16
Owner location
New York, NY
Examiner
MCCLELLAN, MATTHEW
Law office
N30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Pershing Investments LLC
Representatives
Joshua W. Newman REED SMITH LLP
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial advisory and consultancy services; investment management; funds investment; financial research and information services; financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instrumentsall of the foregoing provided to financial advisors and money managers
Class 42
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 consultationbrokerage servicesinvestment management; providing a website that features information on new product research and new product development in the fields of financial advisingconsultationbrokerage servicesinvestment management; design and testing for new product development for use in the fields of financial advisingconsultationbrokerage servicesinvestment management; providing an online non-downloadablemulti-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-downloadablemulti-custodial advisory software platform that enables users to accessviewmonitorsharereceivegeneratecustomize and manage financial informationalertstasksmodels and reports across multiple financial applications and custodians; providing an online non-downloadablemulti-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadablemulti-custodial advisory software platform that enables users to accessview and manage investment accountsportfolio informationportfolio risk and asset allocation assessmentsbook trades and rebalancestax budgetstax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadablemulti-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-downloadablemulti-custodial advisory software platform that provides access to financial investment solutions and enables financial brokersdealersadvisors and investors to interact and communicate with one another; providing an online non-downloadablemulti-custodial advisory software platform that automates fiduciary functionsorder execution involving financial securitiesoversight of financial investments; providing an online non-downloadablemulti-custodial advisory software platform that features newsresearchinformation and analytics in the fields of financefinancial investmentssecurities trading and securities brokerage
Publications
History of USPTO decisions and trademark events.
33 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
12/24/2024
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/25/2024
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/25/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
10/10/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/10/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
10/07/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/05/2024
GNRT
NON-FINAL ACTION E-MAILED
07/05/2024
CNRT
SU - NON-FINAL ACTION - WRITTEN
07/05/2024
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/04/2024
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
05/04/2024
IUAF
USE AMENDMENT FILED
04/15/2024
EISU
TEAS STATEMENT OF USE RECEIVED
04/15/2024
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
04/02/2024
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/06/2024
PUBO
PUBLISHED FOR OPPOSITION
02/06/2024
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/17/2024
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/02/2024
XAEC
EXAMINER'S AMENDMENT ENTERED
01/02/2024
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/02/2024
GNEA
EXAMINERS AMENDMENT E-MAILED
01/02/2024
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/02/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/18/2023
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/18/2023
ALIE
ASSIGNED TO LIE
12/18/2023
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/20/2023
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/04/2023
GNRT
NON-FINAL ACTION E-MAILED
05/04/2023
CNRT
NON-FINAL ACTION WRITTEN
05/04/2023
DOCK
ASSIGNED TO EXAMINER
05/03/2023
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/26/2023
NWAP
NEW APPLICATION ENTERED
01/24/2023
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