Legal Representation
Attorney
Jan Tamulewicz
Application History
7 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Dec 30, 2025 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Dec 29, 2025 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Dec 5, 2025 | AUPC | I | AMENDMENT TO USE PROCESSING COMPLETE | Loading... |
| Dec 5, 2025 | IUAF | S | USE AMENDMENT FILED | Loading... |
| Dec 5, 2025 | EAAU | I | TEAS AMENDMENT OF USE RECEIVED | Loading... |
| Aug 13, 2025 | MAFR | O | APPLICATION FILING RECEIPT MAILED | Loading... |
| Aug 13, 2025 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 042
Providing a website featuring resources, namely, non-downloadable software for aggregating wealth data from external custodians and other 3rd-party systems, namely, transferring data from external systems, unifying, cleaning, reconciling, aggregating, viewing, and analyzing investment data
First Use Anywhere:
20250900
First Use in Commerce:
20250900
Classification
International Classes
042
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"DATA"