AI ALPHA UNIFI Trademark

Serial Number: 99574971

AI ALPHA UNIFI is a trademark filed by Global View IP Holdings, LLC on January 1, 2026. The trademark is classified under Class 42 (Computer & Scientific). The application is currently no longer active.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Global View IP Holdings, LLC (2 trademarks)

N14W23833 Stone Ridge Drive
Waukesha, WI 53188

Entity Type: 16

CFG Partners, LLC (2 trademarks)

4851 LBJ Freeway
Dallas, TX 75244

Entity Type: 16

Nimblesoft INC

2243 Kityhawk Dr
Frisco, TX 75033

Entity Type: 03

Legal Representation

Correspondence Address

Global View IP Holdings, LLC

N14W23833 Stone Ridge Drive

Suite 350

Waukesha, WI 53188

United States

Trademark Details

Filing Date

January 1, 2026

Registration Date

Not Registered

First Use Anywhere

March 25, 2019

First Use in Commerce

March 25, 2019

Goods & Services

Software as a service (SAAS) services featuring software for services featuring non-downloadable software for use by financial advisors, portfolio managers, and institutional investors in financial portfolio construction and management, investment strategy selection, trade order management, tax-lot accounting, portfolio rebalancing, multi-custodial trade execution, and generation of portfolio performance and compliance reports, all delivered through a unified managed account (UMA) platform integrating advisor and client interfaces and trading systems.