Serial Number
99109035
Owner
Asseta AI Inc.Attorney
CHARLES WALLACEFirst Use Date
Mar 31, 2024
Filing Date
Mar 28, 2025
THE INTELLIGENT FAMILY OFFICE SUITE Trademark
Serial Number: 99109035 • Registration: 8415677
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
CHARLES WALLACE SCALE LLP
5473 Blair Rd.
Suite 100
Dallas, TX 75231
United States
Trademark Details
Filing Date
March 28, 2025
Registration Date
August 25, 2026
First Use Anywhere
March 31, 2024
First Use in Commerce
March 31, 2024
Published for Opposition
July 29, 2025
Goods & Services
Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial information and advisory services; Financial information and evaluations; Financial information processing; Financial information provided by electronic means; Financial information provided by electronic means in the field of investments, data analysis, risk assessment, and accounting; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Information, advisory, consultancy and financial research services relating to finance and investments; Providing a web site featuring personal financial information and financial advice; Providing financial information via a website; Providing information in the field of financial planning; Providing information regarding financial investment strategies; Provision of financial information
