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The Union trademark HYBRID WEALTH ADVISOR was filed as Word mark on 04/30/2019 at the European Union Intellectual Property Office.
It was registered as a trademark on 09/25/2019.
The current status of the mark is "Trademark registered".
| Trademark form | Word mark |
| File reference | 018057764 |
| Application date | April 30, 2019 |
| Publication date | June 18, 2019 |
| Entry date | September 25, 2019 |
| Expiration date | April 30, 2029 |
Trademark owner
2900 – 550 Burrard Street
V6C 0A3 Vancouver
CA
V6C 0A3 Vancouver
CA
Trademark representatives
Taunustor 1 (TaunusTurm)
60310 Frankfurt am Main
DE
goods and services
9
Computer software in the field of wealth management, namely applications for smart phones, tablets and computers for accessing and managing financial and asset accounts and portfolios and communicating with wealth advisors; enterprise software to manage wealth management operations, accounts, clients, client prospecting and onboarding and client intelligence; integration software to integrate different wealth management softwares and data sources with each other to consolidate data and consolidated presentation of data; business intelligence software to aggregate, analyse and visualize data for client intelligence
42
Software as a service provider in the field of software for wealth management; software design services; software customization services; software integration services, namely integrating, automating and synchronising wealth management systems and wealth data sources for consolidation and presentation of data; Software as a service provider in the field of software for wealth management
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| December 18, 2020 | Change Representative, Published |
ID: 11018057764