HYBRID WEALTH ADVISOR - Trademark Details
Status: 661 - Response After Non-Final Action - Entered
Image for trademark with serial number 88409336
Serial Number
88409336
Word Mark
HYBRID WEALTH ADVISOR
Status
661 - Response After Non-Final Action - Entered
Status Date
2022-01-27
Filing Date
2019-04-30
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Rochelle D. Alpert
Law Office Assigned Location Code
L90
Employee Name
STIGLITZ, SUSAN R
Statements
Goods and Services
Downloadable computer software in the field of wealth management, namely, applications for smartphones, tablets and computers for authorizing access to databases, monitoring and analyzing financial and asset accounts and portfolios and for transmitting data and information between wealth advisors and clients; Downloadable enterprise software for database management in the fields of wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; Downloadable integration software to integrate different wealth management applications and data sources with each other to consolidate data and format data for consolidated presentation of data in the field of wealth management; Downloadable business intelligence software to aggregate, analyse and visualize data for client intelligence in the field of wealth management
Goods and Services
Software-as-a-service (SAAS) services featuring software for monitoring, aggregating, analyzing and transmitting financial information in the field of wealth management; Software design services for others; Software customization services for others; Software integration services, namely, integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2019-05-16
Primary Code
009
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
2019-05-16
Primary Code
042
Current Trademark Owners
Party Name
Responsive Capital Management Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Rochelle D. Alpert
Address
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Foreign Application Information
Filing DateApplication NumberCountryForeign Priority Claim In
2018-10-311928231CanadaTrue
Trademark Events
Event DateEvent Description
2019-05-03NEW APPLICATION ENTERED IN TRAM
2019-05-16NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2019-07-12ASSIGNED TO EXAMINER
2019-07-13NON-FINAL ACTION WRITTEN
2019-07-13NON-FINAL ACTION E-MAILED
2019-07-13NOTIFICATION OF NON-FINAL ACTION E-MAILED
2020-01-13TEAS RESPONSE TO OFFICE ACTION RECEIVED
2020-01-23ASSIGNED TO LIE
2020-01-28CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-01-28TEAS/EMAIL CORRESPONDENCE ENTERED
2020-02-18SUSPENSION LETTER WRITTEN
2020-02-18LETTER OF SUSPENSION E-MAILED
2020-02-18NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2020-08-19SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
2020-08-25SUSPENSION INQUIRY WRITTEN
2020-08-25INQUIRY TO SUSPENSION E-MAILED
2020-08-25NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
2020-09-09TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
2020-09-16CORRESPONDENCE RECEIVED IN LAW OFFICE
2020-09-16TEAS/EMAIL CORRESPONDENCE ENTERED
2020-09-30SUSPENSION LETTER WRITTEN
2020-09-30LETTER OF SUSPENSION E-MAILED
2020-09-30NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
2021-07-22SUSPENSION CHECKED ¿ TO ATTORNEY FOR ACTION
2021-07-29SUSPENSION INQUIRY WRITTEN
2021-07-29INQUIRY TO SUSPENSION E-MAILED
2021-07-29NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
2022-01-24TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
2022-01-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2022-01-27TEAS/EMAIL CORRESPONDENCE ENTERED