CHALICE ADVISOR EXCHANGE - Trademark Details
Status: 700 - Registered
Serial Number
88062886
Registration Number
5725875
Word Mark
CHALICE ADVISOR EXCHANGE
Status
700 - Registered
Status Date
2019-04-16
Filing Date
2018-08-02
Registration Number
5725875
Registration Date
2019-04-16
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2019-01-29
Attorney Name
Law Office Assigned Location Code
L40
Employee Name
KENEALY, NATALIE LANGF
Statements
Disclaimer with Predetermined Text
"ADVISOR EXCHANGE"
Goods and Services
Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
Classification Information
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; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2018-08-08
Primary Code
042
First Use Anywhere Date
2018-06-15
First Use In Commerce Date
2018-06-15
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Katherine L. McDaniel, Esq.
Address
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Trademark Events
Event Date | Event Description |
2018-08-06 | NEW APPLICATION ENTERED IN TRAM |
2018-08-08 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2018-11-20 | ASSIGNED TO EXAMINER |
2018-11-28 | EXAMINERS AMENDMENT -WRITTEN |
2018-11-28 | EXAMINERS AMENDMENT E-MAILED |
2018-11-28 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2018-11-28 | EXAMINER'S AMENDMENT ENTERED |
2018-11-28 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2018-12-17 | ASSIGNED TO LIE |
2019-01-09 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2019-01-29 | PUBLISHED FOR OPPOSITION |
2019-01-29 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2019-04-16 | REGISTERED-PRINCIPAL REGISTER |
2019-05-20 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2019-05-20 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2021-10-01 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2021-10-01 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2021-10-01 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |