Serial Number
50161759
Owner
Infovisa, Inc.Attorney
BENJAMIN A COSTAFirst Use Date
Oct 14, 2026
Filing Date
Oct 14, 2026
MAUI Trademark
Serial Number: 50161759
Trademark Classes
Class 36 - Insurance & Financial
Insurance; financial affairs; monetary affairs; real estate affairs
Class 42 - Computer & Scientific
Scientific and technological services; industrial analysis and research services
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
BENJAMIN A COSTA RIDDER, COSTA & JOHNSTONE LLP
440 N Barranca Ave
#7550
Covina, CA 91723
United States
Trademark Details
Filing Date
October 14, 2026
Registration Date
Not Registered
First Use Anywhere
October 14, 2026
First Use in Commerce
October 14, 2026
Goods & Services
Application service provider (ASP) featuring software for use in trust accounting; Software as a service (SAAS) services featuring software for financial portfolio management, investment modeling, asset rebalancing, and financial proposal generation; Software as a service (SAAS) services featuring software for client relationship management (CRM) and task based financial workflows; Software as a service (SAAS) services featuring software for risk management, account review, and regulatory compliance monitoring; Providing temporary use of on-line non-downloadable software for electronic document management and secure database storage; Computer services, namely, cloud hosting provider services; Providing temporary use of on-line non-downloadable cloud computing software for trust accounting and wealth management software applications; Providing temporary use of a non-downloadable web application for electronic document management services, namely, scanning, indexing, organizing, and managing financial and trust documents
Business risk management; Business risk management consultation; Business administration; Business administration services in the field of trust management for trust departments and financial institutions; Business consultancy relating to regulatory compliance; Business consultancy relating to risk and regulatory compliance management
Providing an Internet website portal featuring financial appraisal data for securities pricing, mutual funds, equities, and fixed income securities; Financial trust administration; Trust management accounts; Financial risk management; Financial risk management consultation