Legal Representation
Attorney
Christopher M. Turk
Application History
2 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Mar 27, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Mar 27, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Software as a service (SAAS) services featuring software for registered investment advisors used for automating servicing functions including client onboarding / servicing, asset onboarding / servicing, and compliance document delivery.
Additional Information
Design Mark
The mark consists of the literal element OnBord with three downward carats forming an arrow above the "O" in "Bord" and a line underneath the "O".
Classification
International Classes
042