REGISTERED
on 16 Apr 2024
Last Applicant/ Owned by
55 Broadway
New York
NY
10006
Serial Number
97480833 filed on 29th Jun 2022
Registration Number
7361319 registered on 16th Apr 2024
Correspondent Address
Julia M. Chester SIDLEY AUSTIN LLP
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
BETANXT
Providing temporary use of online non-downloadable hosted software in the field of portfolio management, accounting, reporting, customer relationship management, portfolio monitoring, investor portal and investment performance calculations; software as a service (SaaS) services featuring software in the field of tax reporting and tax declaration procedures for calculating, reviewing and reporting Read More
Classification Information
Class [045]
Personal & Legal & Social Services
Regulatory compliance monitoring services, namely, monitoring compliance with regulatory, tax, contract, charitable and reporting requirements for others; regulatory compliance auditing; Preparing regulatory compliance reports
First Use Date in General
01st Jul 2022
First Use Date in Commerce
01st Jul 2022
Class [042]
Computer & Software Services & Scientific Services
Providing temporary use of online non-downloadable hosted software in the field of portfolio management, accounting, reporting, customer relationship management, portfolio monitoring, investor portal and investment performance calculations; software as a service (SaaS) services featuring software in the field of tax reporting and tax declaration procedures for calculating, reviewing and reporting tax payments; providing temporary use of online non-downloadable software for use as databases for the facilitation for the clearance of security trades; authentication of data in the field of financial transactions using blockchain technology; providing on-line non-downloadable software for generating cryptographic keys for receiving and spending crypto assets
First Use Date in General
01st Jul 2022
First Use Date in Commerce
01st Jul 2022
Class [036]
Insurance & Financial Services
Provision of services to employed, contracted and/or affiliated investment advisory representatives and registered investment advisor (ria) firms, namely, financial services in the form of advice relating to investments; financial services, namely, wealth management services; financial services, namely, asset allocation; cash management; investment consultation; investment management services; financial risk management consultation; financial advisory and consultancy services; advice relating to investments and wealth management; financial asset management support for others; financial asset management for others via investment portfolio and investment model design and investment portfolio management by trading and rebalancing portfolios, and identifying investment opportunities; trust services, namely, investment and trust company services; mutual fund processing services, namely, brokerage services, investment services, analysis services, and development services; cash management services for others; securities deposit services; management of securities portfolios; securities trade execution services; securities exchange price quotations; management of portfolios of transferable securities; tax payment processing, tax payment financial management, and tax payment financial analysis services; investment management and investment advisory services; financial investment brokerage services; trading in securities; management of securities portfolios; mutual fund brokerage; annuities services for others, namely, account and investment administration; credit card payment processing services; credit card transaction processing services; money exchange services; financing of loans; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; financial guarantee and surety services; insurance and financial information and consultancy services; foreign exchange transactions; Brokerage of bills of exchange, bonds, and subordinated loans for others; financial services, namely, stock broking services; stock broking services; individual retirement account processing services; financial exchange of crypto assets; financial services, namely, electronic transfer of crypto assets; corporate actions processing services, namely, tax payment processing and payment transaction processing services; financial asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; financial information in the field of tax forms for securities investments; Financial investment analysis; exchange services relating to financial securities, foreign currency exchange, shares, stocks and bonds; share dividend price information services; Financial administration of stock exchange trading of shares in financial markets; Providing security services, namely, guaranteeing loans; Securities lending; Financial asset management for others via creating asset allocation models to aid in performance, diversification and risk reduction; Financial transaction reconciliation in the form of reconciliation of securities and option trades on behalf of others
First Use Date in General
01st Jul 2022
First Use Date in Commerce
01st Jul 2022
Class [035]
Advertising, Business & Retail Services
Office administration services, namely, providing back office administrative functions for finance, accounting and settlement services, and credit analysis; provision of tax and taxation planning services to employed, contracted and/or affiliated investment advisory representatives and registered investment advisor firms; Business support services, namely, providing business optimization support for others via identifying workflow and business process efficiencies, identifying business growth opportunities and identifying business operations and staffing optimization models; business transition support for others via analyzing business data to determine the financial support needed for firms or advisors to transition from one broker dealer or registered investment advisor to another; business consulting services; business development services, namely, consulting regarding strategic partner development, office administration services, provision of regulation compliance tracking, and management services for business purposes in the field of wealth management; business consultancy with regard to planning, organization, and management of industrial, trading, and services companies; business management consulting; voting services for casting third party votes with regard to the management of assets, investments, and interests held in other companies; management of tax files; tax and taxation planning, advice, information and consultancy services; tax reporting services, namely, tax filing and tax consulting; Business information reporting services, namely, providing reports for pre-trade tax optimization to help investors and advisors maximize after-tax performance; transfer recordation, transfer registration, and customs clearance services relating to financial securities, foreign currency exchange, shares, stocks and bonds; development of marketing strategies, concepts, and tactics, namely, audience development, brand awareness, customer relations, online community building and digital word of mouth communications; Commercial information agency services; Business management consulting in the field of corporate governance, voting by proxy solicitation, and shareholder meeting and voting by proxy services; Business information reporting services for the financial services industry, namely, providing tax return information and payee statements to report payments, proceeds from transactions, and tax withholding
First Use Date in General
01st Jul 2022
First Use Date in Commerce
01st Jul 2022
Mark Details
Serial Number
No 97480833
Mark Type
No Service Mark
Attorney Docket Number
No 096438-tba
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 16th Apr 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| 16th Apr 2024 | REGISTERED-PRINCIPAL REGISTER |
| 14th Mar 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 13th Mar 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 02th Mar 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| 02th Mar 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 08th Feb 2024 | TEAS STATEMENT OF USE RECEIVED |
| 08th Feb 2024 | USE AMENDMENT FILED |
| 15th Aug 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 20th Jun 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |