Serial Number
97744353
Owner
Atria Wealth Solutions, Inc.Attorney
Alexander C. KaczmarekFiling Date
Jan 6, 2023
UNIO Trademark
Serial Number: 97744353 • Registration: 7242546
Trademark Classes
Owner Contact Info
Legal Representation
Trademark Details
Filing Date
January 6, 2023
Registration Date
December 12, 2023
Published for Opposition
September 26, 2023
Goods & Services
Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth