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The International trademark FULLY VESTED was filed as Word mark on 10/25/2021 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1653138 |
| Countries | 
|
| Base trademark |
No. 97051043,
September 29, 2021
|
| Application date | October 25, 2021 |
| Expiration date | October 25, 2031 |
Trademark owner
Suite 2400,
35 East Wacker Drive
US
35 East Wacker Drive
US
Trademark representatives
191 North Wacker Drive, Suite 3700
Chicago IL 60606
US
goods and services
36
Investment management and consulting services delivered
electronically via the internet, namely, financial advice
and investment management support to independent advisors
41
Providing courses and seminars relating to financial advice
and investment management, by means of live, online, audio,
and video presentations; providing a web site featuring
non-downloadable instructional and informational videos and
reports in the field of financial advice and investment
management (term considered too vague by the International
Bureau - Rule 13 (2) (b) of the Regulations)
42
Technical support services and aggregation services that
allows financial advisory firms and their clients to view
multiple financial tools and accounts simultaneously, and
allow users to provide professional financial advice,
financial news, and financial offerings to clients (term
considered too vague by the International Bureau - Rule 13
(2) (b) of the Regulations); customization of computer and
mobile applications regarding banking, financial transaction
services, automated financial tools, on-demand banking, and
financial, investment, planning, and saving services, all of
the foregoing related to the financial ecosystem for an
individual; platform as a service featuring computer
software platforms for investment management services and
financial reporting tools; platform as a service featuring
computer software platforms for financial advisory firms and
their clients to visualize, organize, and share financial
goals, plans, and financial data with others
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| April 14, 2023 | 2023/16 Gaz | CA | Rejection |
| April 19, 2022 | 2022/16 Gaz | IN | Rejection |
| October 25, 2021 | 2022/11 Gaz | US | Registration |
ID: 141653138