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Official data from USPTO

SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE

ST13

US500000098253807

Class

36, 42

Filing

98253807

Registration

7628397

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

32

Latest update

12/24/2024

Trademark type

Word

Nice classes

36, 42

Filing date

11/03/2023

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

Supplemental Register

Filing basis

Intent to use

First use anywhere

06/01/2024

First use in commerce

06/01/2024

Drawing code

4

Owner type

01

Owner location

Fair Oaks Ranch, TX, US

Examiner

KRASS,KRISTINA M

Law office

M60

Current location

FILE REPOSITORY (FRANCONIA)

Holders and representatives

Holders

J. S. (pessoa física)

Representatives

Jerrod Summers

Technical classification

Nice Classes

Class 36Class 42

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial advisory and consultancy services; Financial affairs and monetary affairsfinancial informationmanagement and analysis services; Financial asset management; Financial evaluationtrackinganalysisforecastingconsultancyadvisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accountsmonitoring for investment purposes of financial and investment account transactions and account balancesreporting for financial investment accounts; Investment servicesasset acquisitionconsultationdevelopment and management services; Strategic financial advisory services; Financial investment brokerage services; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and productstrading of and investments in securities and financial instruments and products for others

Class 42

Platform as a service (PAAS) featuring computer software platforms for accessingmanagingviewingdownloadingsharingmanaging and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for newsresearch and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessingmanagingviewingdownloadingsharingmanaging and saving personal investment account data; Providing online non-downloadable computer software platforms for managingmonitoring and creating reports for personal financial and investment accounts; Providing temporary use of non-downloadable cloud-based software for establishing managed personal investment accounts; Software as a service (SAAS) services featuring software for accessingmanagingviewingdownloadingsharingmanaging and saving personal investment account data

Publications

History of USPTO decisions and trademark events.

32 publications found

NRCS

NOTICE OF REGISTRATION CONFIRMATION EMAILED

12/24/2024

R.SR

REGISTERED-SUPPLEMENTAL REGISTER

12/24/2024

CNTA

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

12/03/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

11/18/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

11/18/2024

ERFR

TEAS REQUEST FOR RECONSIDERATION RECEIVED

11/18/2024

GNFN

NOTIFICATION OF FINAL REFUSAL EMAILED

11/07/2024

GNFR

FINAL REFUSAL E-MAILED

11/07/2024

CNFR

FINAL REFUSAL WRITTEN

11/07/2024

XAEC

EXAMINER'S AMENDMENT ENTERED

11/05/2024

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

11/05/2024

GNEA

EXAMINERS AMENDMENT E-MAILED

11/05/2024

CNEA

EXAMINERS AMENDMENT -WRITTEN

11/05/2024

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

10/04/2024

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

10/04/2024

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

10/04/2024

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

09/17/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

09/17/2024

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

09/17/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

07/26/2024

GNRT

NON-FINAL ACTION E-MAILED

07/26/2024

CNRT

NON-FINAL ACTION WRITTEN

07/26/2024

IUAA

USE AMENDMENT ACCEPTED

07/26/2024

AUPC

AMENDMENT TO USE PROCESSING COMPLETE

06/27/2024

IUAF

USE AMENDMENT FILED

06/27/2024

EAAU

TEAS AMENDMENT OF USE RECEIVED

06/27/2024

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

06/14/2024

GNRT

NON-FINAL ACTION E-MAILED

06/14/2024

CNRT

NON-FINAL ACTION WRITTEN

06/14/2024

DOCK

ASSIGNED TO EXAMINER

06/13/2024

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

01/22/2024

NWAP

NEW APPLICATION ENTERED

11/03/2023

Continuous trademark protection

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