Logo (EUIPO, 10/24/2023)
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The Union trademark was filed as Figurative mark on 10/24/2023 at the European Union Intellectual Property Office.
It was registered as a trademark on 03/06/2024.
The current status of the mark is "Trademark registered".
Logodesign (Wiener Klassifikation)
#One line or one band #Wavy lines or bands, zigzag lines or bands
| Trademark form | Figurative mark |
| File reference | 018941554 |
| Application date | October 24, 2023 |
| Publication date | November 28, 2023 |
| Entry date | March 6, 2024 |
| Expiration date | October 24, 2033 |
Trademark owner
240 Greenwich Street
10286 New York
US
10286 New York
US
Trademark representatives
Bürkleinstraße 10
80538 München
DE
goods and services
36
Financial advisory and consultancy services; investment management; funds investment; financial research and information services; financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers
42
Research and development of new products; providing a website that features information on new product research and new product development; design and testing for new product development; research and development of new products for use in financial advising and consultation, brokerage services, and investment management; providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management; design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management; providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities; providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians; providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians; providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another; providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments; providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| January 18, 2024 | Change Representative, Registered |
ID: 11018941554