WEALTHTECH THAT POWERS YOUR DIGITAL TRANSFORMATION (U.S. Trademark Serial Number 90795186) is a United States trademark of ADVISOR360°, LLC. The goods and services include: Providing financial information on securities and financial account information 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 . The correspondent is Louis J. Franco of LAW OFFICE OF LOUIS J. FRANCO.
This trademark was filed on June 25, 2021 as United States Trademark Application Serial Number 90795186. This trademark application is still pending and does not yet have a registration number.
Trademark PTO Status History
July 04, 2022 – NOTIFICATION OF FINAL REFUSAL EMAILED
July 04, 2022 – FINAL REFUSAL E-MAILED
July 04, 2022 – FINAL REFUSAL WRITTEN
May 27, 2022 – TEAS/EMAIL CORRESPONDENCE ENTERED
May 23, 2022 – CORRESPONDENCE RECEIVED IN LAW OFFICE
May 23, 2022 – TEAS RESPONSE TO OFFICE ACTION RECEIVED
November 22, 2021 – NOTIFICATION OF NON-FINAL ACTION E-MAILED
November 22, 2021 – NON-FINAL ACTION E-MAILED
View full trademark status information at USPTO
Ownership History
ADVISOR360°, LLC
View documents on file at USPTO
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