Serial Number
90645671
Owner
ADVISOR360°, LLCAttorney
Daniel HwangFirst Use Date
Sep 30, 2024
Filing Date
Apr 14, 2021
VIDA Trademark
Serial Number: 90645671 • Registration: 7960918
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 35 - Advertising & Business
Advertising; business management; business administration; office functions
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 14, 2021
Registration Date
September 23, 2025
First Use Anywhere
September 30, 2024
First Use in Commerce
September 30, 2024
Published for Opposition
May 17, 2022
Goods & Services
Providing financial information on securities and financial accounts on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons
Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for client communications, customer relationship management, workflow processing, financial planning/goals, proposals, document management, securities trading, insurance management, banking and loan management, financial model rebalancing, and case management; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors that drives enterprise and advisor productivity for unifying all the systems needed to run a business and support investors; Providing temporary use of non-downloadable computer software by authorized securities brokers and account representatives for viewing financial account data and relevant non-financial information about their clients, for facilitating analyses of their clients' holdings and financial positions, and for conducting all client-based workflow from one central location; Providing temporary use of non-downloadable computer software for use by authorized securities brokers, account representatives, advisors, and investors for automated decision management, and providing temporary use of non-downloadable, adaptive and predictive computer software for providing alerts, identified opportunities, notifications, workflows, education, case management, and information to users, as well as suggesting or automatically taking the next best action based on the particular circumstances; Providing temporary use of a web-based application designed for financial professionals and their investors that uses aggregated advisor and investor data to automatically apply workflow on the user's behalf and to create alerts to the same; Providing just-in-time data, namely, real-time data through technology connected to internet-based computing devices that presents/communicates alerts, opportunities, notifications, workflow, and educational content to users, as well as taking technology/algorithmic actions on a user's behalf based on both human programming and machine learning from both a single user and across multiple users and firms' system use patterns leveraging data across multiple software components
Providing securities and financial account information on a limited and secure basis to authorized securities brokers and account representatives, account holders, and other authorized persons for business purposes
