Serial Number
90621540
Owner
ADVISOR360°, LLCAttorney
Daniel HwangFirst Use Date
Jul 12, 2021
Filing Date
Apr 2, 2021
UNIFIED DATA FABRIC Trademark
Serial Number: 90621540 • Registration: 7133846
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
April 2, 2021
Registration Date
August 8, 2023
First Use Anywhere
July 12, 2021
First Use in Commerce
July 12, 2021
Published for Opposition
July 19, 2022
Goods & Services
Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions
Providing temporary use of non-downloadable computer software for a seamless aggregating 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 platform 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 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