A Logo (WIPO, 04/20/2018)
WIPOProtect this trademark from copycats!
With our trademark monitoring alerts, you are automatically notified by email about copycats and free riders.
The International trademark A was filed as Figurative mark on 04/20/2018 at the World Intellectual Property Organization.
Logodesign (Wiener Klassifikation)
#Quadrilaterals #Letters presenting a special form of writing #Several quadrilaterals juxtaposed, joined or intersecting #Quadrilaterals with dark surfaces or parts of surfaces #One letter
| Trademark form | Figurative mark |
| File reference | 1455744 |
| Countries | 
|
| Base trademark |
No. ,
August 13, 2024
|
| Application date | April 20, 2018 |
| Expiration date | April 20, 2028 |
Trademark owner
335 Madison Ave, 25th floor
New York NY 10017
US
New York NY 10017
US
Trademark representatives
2040 Main Street, 14th Floor
Irvine CA 92614
US
goods and services
35
Business advice and information relating to the financial
services industry, financial advisers, wealth management,
asset management, fund management, investment management,
portfolio analytics, data management and aggregation,
accounting, reporting, client management, and customer
relationship management (CRM); preparation of financial
statements; financial records management; business
management assistance, business management advice and
consultancy with regard to data management and aggregation,
accounting and customer relationship management (CRM);
compilation of statistical data in the nature of providing
and updating a financial index; compiling financial,
securities, stock exchange, trade and quote, index value and
other financial market information for business purposes;
compilation, updating and maintenance of data in computer
databases, namely, commercial financial transaction data,
account management, financial reporting, accounting features
and related reference information and data for making them
accessible through on-line computer websites; analyzing and
compiling of statistical data for measuring the performance
of financial markets; business research; provision of an
on-line marketplace for buyers and sellers of financial
products and services; provision of an on-line marketplace
for buyers and sellers of goods and services; providing, via
a website, an online marketplace for exchanging goods and
services with other users
36
Wealth management services; providing information in the
field of finance; financial research and information
services; financial analysis services; strategic financial
advisory services; financial advisory and consultancy
services; financial planning services; monitoring financial
markets for investment purposes; financial advisory and
consultancy services, namely, the creation of personalized
strategies to achieve financial independence; financial
services, namely, the trading of financial instruments,
securities, shares, options and other derivative products;
financial evaluation, tracking, analysis, forecasting,
consultancy, advisory and research services relating to
securities and other financial instruments; financial and
investment services, namely, asset and investment
acquisition, consultation, advisory and development;
preparation of reports relating to finance and investments
42
Providing temporary use of non-downloadable software for
aggregating financial service and market data for use in the
financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing temporary use of on-line non- downloadable
software for aggregating financial service and market data
for use in the financial services industry, for managing
financial portfolios for use by financial advisers, for
wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); software as a service (SAAS) services featuring
software for aggregating financial service and market data
for use in the financial services industry, for managing
financial portfolios for use by financial advisers, for
wealth management, asset management, fund management,
investment management, portfolio analytics, data management
and aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); cloud computing featuring software for aggregating
financial service and market data for use in the financial
services industry, for managing financial portfolios for use
by financial advisers, for wealth management, asset
management, fund management, investment management,
portfolio analytics, data management and aggregation, and
accounting, for reporting portfolio analytics, financial
goals, and financial objectives, and for client management
and customer relationship management (CRM); providing
temporary use of a non-downloadable web application for
aggregating financial service and market data for use in the
financial services industry, for managing financial
portfolios for use by financial advisers, for wealth
management, asset management, fund management, investment
management, portfolio analytics, data management and
aggregation, and accounting, for reporting portfolio
analytics, financial goals, and financial objectives, and
for client management and customer relationship management
(CRM); providing a website featuring resources, namely,
non-downloadable software for aggregating financial service
and market data for use in the financial services industry,
for managing financial portfolios for use by financial
advisers, for wealth management, asset management, fund
management, investment management, portfolio analytics, data
management and aggregation, and accounting, for reporting
portfolio analytics, financial goals, and financial
objectives, and for client management and customer
relationship management (CRM); providing temporary use of a
web-based software application for aggregating financial
service and market data for use in the financial services
industry, for managing financial portfolios for use by
financial advisers, for wealth management, asset management,
fund management, investment management, portfolio analytics,
data management and aggregation, and accounting, for
reporting portfolio analytics, financial goals, and
financial objectives, and for client management and customer
relationship management (CRM); platform as a service (PAAS)
featuring computer software platforms for aggregating
financial service and market data for use in the financial
services industry, for managing financial portfolios for use
by financial advisers, for wealth management, asset
management, fund management, investment management,
portfolio analytics, data management and aggregation, and
accounting, for reporting portfolio analytics, financial
goals, and financial objectives, and for client management
and customer relationship management (CRM)
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| July 15, 2022 | 2022/31 Gaz | US | RAW: Partial Ceasing Effect |
| August 14, 2021 | 2021/33 Gaz | GB | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| August 13, 2021 | 2021/34 Gaz | EM | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| July 14, 2021 | 2021/30 Gaz | RAW: Limitation | |
| April 8, 2021 | 2021/22 Gaz | MX | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| March 29, 2021 | 2021/17 Gaz | RAW: Limitation | |
| March 11, 2021 | 2021/23 Gaz | JP | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| October 15, 2020 | 2020/43 Gaz | KR | RAW: Rule 18ter(2)(ii) GP following a provisional refusal |
| May 14, 2020 | 2020/20 Gaz | JP | Rejection |
| February 27, 2020 | 2020/11 Gaz | US | RAW: Division or Merger of Basic Registration |
| February 5, 2020 | 2020/6 Gaz | CH | Rejection |
| December 12, 2019 | 2019/50 Gaz | KR | Rejection |
| October 1, 2019 | 2020/25 Gaz | MX | Rejection |
| September 6, 2019 | 2019/37 Gaz | GB | Rejection |
| September 5, 2019 | 2019/36 Gaz | AU | Rejection |
| August 9, 2019 | 2019/34 Gaz | EM | Rejection |
| May 28, 2019 | 2019/23 Gaz | SG | Rejection |
| April 20, 2018 | 2019/9 Gaz | US | Registration |
ID: 141455744