Serial Number
87666940
Owner
Chalice Wealth Partners LLCAttorney
Katherine L. McDaniel, Esq.First Use Date
Jun 30, 2017
Filing Date
Oct 31, 2017
CHALICE: THE HOLY GRAIL FOR WEALTH ADVISORS Trademark
Serial Number: 87666940 • Registration: 5528522
Trademark Classes
Owner Contact Info
16935 W. Bernardo Dr., Suite 140
San Diego, CA 92127
Entity Type: 16
Legal Representation
Correspondence Address
Katherine L. McDaniel, Esq.
5482 Wilshire Blvd., Suite 410
Los Angeles, CA 90036
UNITED STATES
Trademark Details
Filing Date
October 31, 2017
Registration Date
July 31, 2018
First Use Anywhere
June 30, 2017
First Use in Commerce
June 30, 2017
Published for Opposition
May 15, 2018
Cancellation Date
February 14, 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
Filing History
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