Serial Number
98392892
Owner
ALTAIR WEALTH SYSTEMS HOLDINGS, LLCAttorney
Lauren Cammarata SnowFirst Use Date
Sep 29, 2023
Filing Date
Feb 6, 2024
ARQA Trademark
Serial Number: 98392892 • Registration: 7757921
Trademark Classes
Owner Contact Info
1221 Brickell Ave
Miami, FL 33131
Entity Type: 16
Legal Representation
Correspondence Address
Lauren Cammarata Snow Goodspeed Merrill
9605 S Kingston Ct
Ste 200
Englewood, CO 80112
United States
Trademark Details
Filing Date
February 6, 2024
Registration Date
April 15, 2025
First Use Anywhere
September 29, 2023
First Use in Commerce
October 31, 2023
Published for Opposition
February 25, 2025
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for recognizing and extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring in the field of financial services; Platform as a service (PAAS) featuring computer software platforms for use in wealth planning and portfolio management in the field of financial services; Application service provider (ASP) featuring software for use in financial analysis; Application service provider (ASP) featuring software using artificial intelligence (AI) for extracting data for use in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data visualization, and data monitoring in the field of finance; Application service provider (ASP) featuring software using artificial intelligence (AI) for analyzing financial reports in the field of finance; Providing a web site featuring temporary use of nondownloadable software for use in the development of generative artificial intelligence (AI) and integration in and with other applications related to financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data extraction, data visualization, and data monitoring in the field of financial services; Providing a website featuring non-downloadable software using artificial intelligence for performing financial analysis; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for software development in financial reporting, financial analysis, investment monitoring, account trading, account invoicing, account management, account rebalancing, compliance workflow, CRM, direct API data integrations, data ingestion, data extraction, data visualization, and data monitoring in the field of finance; Software as a service (SAAS) services featuring software using artificial intelligence (AI) for analyzing financial reports for use in wealth planning and portfolio management in the field of finance