SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE
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Serial Number

98253807

Owner

Jerrod Summers

First Use Date

Jun 1, 2024

Filing Date

Nov 3, 2023

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SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE Trademark

Serial Number: 98253807 • Registration: 7628397

SYSTEMATIC HEDGING FOR ENHANCED PERFORMANCE is a trademark filed by Jerrod Summers on November 3, 2023. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Jerrod Summers (2 trademarks)

30348 Setterfeld Cir
Fair Oaks Ranch, TX 78015

Entity Type: 01

Trademark Details

Filing Date

November 3, 2023

Registration Date

December 24, 2024

First Use Anywhere

June 1, 2024

First Use in Commerce

June 1, 2024

Goods & Services

Financial advisory and consultancy services; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information provided by electronic means in the field of management of securities portfolios through providing personal financial investment accounts, monitoring for investment purposes of financial and investment account transactions and account balances, and reporting for financial investment accounts; Investment services, namely, asset acquisition, consultation, development and management services; Strategic financial advisory services; Financial investment brokerage services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others

Platform as a service (PAAS) featuring computer software platforms for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing a website featuring non-downloadable software using artificial intelligence for managing and monitoring personal financial and investment accounts; Providing on-line non-downloadable software for news, research and information in the field of financial investments and featuring on-line community tools for interacting with others in the field of financial investments; Providing on-line non-downloadable software for establishing managed personal investment accounts; Providing on-line non-downloadable software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data; Providing online non-downloadable computer software platforms for managing, monitoring and creating reports for personal financial and investment accounts; Providing temporary use of non-downloadable cloud-based software for establishing managed personal investment accounts; Software as a service (SAAS) services featuring software for accessing, managing, viewing, downloading, sharing, managing and saving personal investment account data

Filing History

NOTICE OF REGISTRATION CONFIRMATION EMAILED
Dec 24, 2024 NRCS
REGISTERED-SUPPLEMENTAL REGISTER
Dec 24, 2024 R.SR
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Dec 3, 2024 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Nov 18, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Nov 18, 2024 CRFA
TEAS REQUEST FOR RECONSIDERATION RECEIVED
Nov 18, 2024 ERFR
NOTIFICATION OF FINAL REFUSAL EMAILED
Nov 7, 2024 GNFN
FINAL REFUSAL E-MAILED
Nov 7, 2024 GNFR
FINAL REFUSAL WRITTEN
Nov 7, 2024 CNFR
EXAMINER'S AMENDMENT ENTERED
Nov 5, 2024 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 5, 2024 GNEN
EXAMINERS AMENDMENT E-MAILED
Nov 5, 2024 GNEA
EXAMINERS AMENDMENT -WRITTEN
Nov 5, 2024 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 4, 2024 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 4, 2024 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 4, 2024 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 17, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 17, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 17, 2024 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 26, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jul 26, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jul 26, 2024 CNRT
USE AMENDMENT ACCEPTED
Jul 26, 2024 IUAA
AMENDMENT TO USE PROCESSING COMPLETE
Jun 27, 2024 AUPC
USE AMENDMENT FILED
Jun 27, 2024 IUAF
TEAS AMENDMENT OF USE RECEIVED
Jun 27, 2024 EAAU
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 14, 2024 GNRN
NON-FINAL ACTION E-MAILED
Jun 14, 2024 GNRT
NON-FINAL ACTION WRITTEN
Jun 14, 2024 CNRT
ASSIGNED TO EXAMINER
Jun 13, 2024 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jan 22, 2024 NWOS
NEW APPLICATION ENTERED
Nov 3, 2023 NWAP