Serial Number
97936718
Owner
ADVISOR360°, LLCAttorney
Daniel HwangFirst Use Date
Jul 12, 2021
Filing Date
May 15, 2023
UDF Trademark
Serial Number: 97936718 • Registration: 8069938
Trademark Classes
Owner Contact Info
Legal Representation
Correspondence Address
Daniel Hwang Spencer Fane LLP
1233 20th St. NW
Suite 600
Washington, DC 20036
United States
Trademark Details
Filing Date
May 15, 2023
Registration Date
December 16, 2025
First Use Anywhere
July 12, 2021
First Use in Commerce
July 12, 2021
Published for Opposition
September 17, 2024
Goods & Services
Providing temporary use of online non-downloadable computer software for a seamless aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platforms for receiving, compiling, and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and Providing temporary use of online non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance.
