Serial Number
98198404
Owner
DELPHIA HOLDINGS CORP.Attorney
Trevor A. Caudle, Esq.First Use Date
Jun 23, 2023
Filing Date
Sep 26, 2023
INVESTOS Trademark
Serial Number: 98198404 • Registration: 7506360
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Trevor A. Caudle, Esq. TREVOR CAUDLE LAW PRACTICE, PC
350 BAY STREET, #100-363
SAN FRANCISCO, CA 94133
United States
Trademark Details
Filing Date
September 26, 2023
Registration Date
September 17, 2024
First Use Anywhere
June 23, 2023
First Use in Commerce
June 23, 2023
Published for Opposition
July 2, 2024
Goods & Services
Downloadable computer software, namely, a collection of financial software modules containing investment logic for financial portfolio construction, optimization, and rebalancing, research analytics, performance analytics, back-testing, and attribution, and risk analytics; downloadable computer software platforms for use by asset managers and financial institutions for constructing, optimizing, and rebalancing investment portfolios, performing and consuming financial investment portfolio analytics, back-testing and associated performance analytics of financial investment portfolios, portfolio performance attribution, and risk analytics; downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management, financial regulatory reporting, portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model construction