CHALICE ADVISOR EXCHANGE Trademark

Serial Number: 88062886 • Registration: 5725875

CHALICE ADVISOR EXCHANGE is a trademark filed by Chalice Wealth Partners LLC on August 2, 2018. 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 The application is currently no longer active.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

Chalice Wealth Partners LLC (8 trademarks)

16935 W. Bernardo Dr., Suite 140
San Diego, CA 92127

Entity Type: 16

Legal Representation

Attorney of Record

Katherine L. McDaniel, Esq.

336 trademarks filed View all →

Correspondence Address

Katherine L. McDaniel, Esq.

5482 Wilshire Blvd., Suite 410

Los Angeles, CA 90036

UNITED STATES

Trademark Details

Filing Date

August 2, 2018

Registration Date

April 16, 2019

First Use Anywhere

June 15, 2018

First Use in Commerce

June 15, 2018

Published for Opposition

January 29, 2019

Cancellation Date

October 31, 2025

Goods & Services

Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts