AUGMENTED ADVICE Trademark

Serial Number: 99092178

AUGMENTED ADVICE is a trademark filed by Apex Fintech Solutions LLC on March 19, 2025. The trademark is classified under Class 42 (Computer & Scientific). The application is currently pending registration.

Trademark Classes

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

Apex Fintech Solutions LLC (14 trademarks)

32nd Floor
New York, NY 10106

Entity Type: 16

Legal Representation

Attorney of Record

Patrick O'Brien

72 trademarks filed View all →

Correspondence Address

Patrick O'Brien

141 West Jackson Blvd.

Suite 500

Chicago, IL 60604

United States

Trademark Details

Filing Date

March 19, 2025

Registration Date

Not Registered

Published for Opposition

December 23, 2025

Goods & Services

Providing registered investment advisors with on-line non-downloadable software for manual and automated portfolio rebalancing, customer account opening, sub-advising being financial portfolio management, direct indexing of financial assets, data aggregation, customer relationship management, appointment scheduling tools, financial clearing, transferring custody of digital assets, account interfacing, investment model selection, investment model evaluation, trading of securities, fee billing management, and client prospecting in the nature of identifying and engaging potential customers