Serial #98114023 Trademark
Serial Number: 98114023
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 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Nicole Kinsley, Esq. FOLEY HOAG LLP
155 SEAPORT BOULEVARD
SEAPORT WEST
BOSTON, MA 02210-2600
United States
Trademark Details
Filing Date
August 2, 2023
Registration Date
Not Registered
Published for Opposition
July 16, 2024
Goods & Services
Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing
Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios
Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity
Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through providing advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management
