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The International trademark OHA was filed as Word mark on 12/19/2022 at the World Intellectual Property Organization.
| Trademark form | Word mark |
| File reference | 1724203 |
| Countries | 
|
| Base trademark |
No. 97503654,
July 14, 2022
|
| Application date | December 19, 2022 |
| Expiration date | December 19, 2032 |
Trademark owner
16th Floor, One Vanderbilt Avenue
New York NY 10017
US
New York NY 10017
US
Trademark representatives
Suite 420,
1300 19th Street, NW
US
goods and services
09
Downloadable computer software and mobile applications for
use in the field of personal finance, financial planning,
financial management, portfolio management, asset
management, investment management, financial literacy and
education, investments, and financial aspects of retirement
planning; downloadable computer software and mobile
applications for creating, accessing, managing and
monitoring personal financial accounts, investment accounts,
and other financial account information; downloadable
computer software and mobile applications for use in
researching information relating to financial asset
management, portfolio management, financial planning,
investing, retirement, retirement income, retirement
planning, retirement plans, and saving; downloadable
computer software and mobile applications for use in
managing and executing financial transactions relating to
stock options, retirement plans, pooled investment vehicles,
hedge funds, mutual funds, and investment portfolios;
downloadable computer software for use in obtaining access
to, and enhancing the user's experience of, an internet web
site providing news, information, transaction capability and
online financial services; downloadable software in the
nature of a mobile application for providing information
related to conferences, networking events, and entertainment
events; downloadable computer software and mobile
applications for providing financial savings tools and
making financial transactions and electronic fund transfers;
downloadable videos and content featuring information in the
fields of investment, investment management, portfolio
management, asset management, financial and monetary
affairs, financial literacy and education, and financial
aspects of retirement planning; downloadable publications,
namely, newsletters, magazines, white papers, reports, and
brochures in the fields of investment, investment
management, portfolio management, asset management,
financial literacy and education, and financial and monetary
affairs; downloadable webinars in the field of finance,
investment, and retirement; downloadable podcasts in the
field of finance, financial management, asset management,
financial literacy and education, investments, and financial
aspects of retirement planning
16
Publications and printed matter, namely, newsletters,
magazines, educational materials, bulletins, pamphlets,
booklets, posters, and leaflets, guides, and charts, in the
field of financial investment, investment management, asset
management, and financial aspects of retirement
36
Financial services, namely, providing advice, information,
and research in the fields of investment, investment
management, portfolio management, asset management,
investment brokerage services, advisory management, fund
investment services, direct and indirect investment
services, mutual fund brokerage and advisory services,
pooled investment vehicles, hedge funds, mutual funds,
financial aspects of retirement, pooled investment vehicle
brokerage and advisory services, and consultation in the
fields of financial and monetary affairs and the financial
aspects of retirement; financial services, namely, operation
and management of hedge funds, commodity pools and other
collective investment vehicles; providing information in the
field of investment, investment management, portfolio
management, asset management, financial and monetary
affairs, pooled investment vehicles, hedge funds, mutual
funds, and financial aspects of retirement via a website;
advisory services related to mutual funds, hedge funds,
exchange traded funds, pension funds, and other collective
investment vehicles; provision of information and data
concerning stocks and bonds; advisory services related to
stocks, bonds, and other investment vehicles; mutual fund
investment services; hedge fund investment services;
financial services, namely, operation and management of
hedge funds; financial services, namely, operation and
management of alternative assets and investments; investment
management and advisory services; investment of funds for
others
41
Providing online, non-downloadable electronic publications,
namely, magazines, newsletters, articles, papers, reports,
podcasts, and videos in the field of financial investment,
investment management, asset management, portfolio
management, investment brokerage services, advisory
management, fund investment services, pooled investment
vehicles, hedge funds, mutual funds, and financial aspects
of retirement; providing online non-downloadable videos and
content featuring financial information calculators, namely,
financial planning calculators and retirement calculators,
all in the field of investment, investment management, asset
management, financial budgeting, planning for retirement and
financial and monetary affairs; providing non-downloadable
electronic publications, videos, and content in the field of
financial investment, investment management, asset
management, portfolio management, investment brokerage
services, advisory management, fund investment services,
pooled investment vehicles, hedge funds, mutual funds, and
financial aspects of retirement via a website; providing
webinars in the field of finance, financial investment,
asset management, and financial aspects of retirement;
arranging and conducting educational and business
conferences in the field of finance, financial investment,
asset management, and financial aspects of retirement
42
Providing temporary use of online non-downloadable computer
software for use in the field of personal finance, financial
planning, financial management, portfolio management, asset
management, investment management, financial literacy and
education, investments, and financial aspects of retirement
planning; providing temporary use of online non-downloadable
computer software and mobile applications for creating,
accessing, managing and monitoring personal financial
accounts, investment accounts, and other financial account
information; providing temporary use of online
non-downloadable computer software and mobile applications
for use in budgeting, managing, recording, and tracking
financial and investment transactions; providing temporary
use of online non-downloadable computer software for use in
researching information relating to financial asset
management, portfolio management, financial planning,
investing, retirement, retirement income, retirement
planning, retirement plans, and saving; providing temporary
use of online non-downloadable computer software and mobile
applications for use in managing and executing financial
transactions relating to stock options, retirement plans,
and investment portfolios
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| August 7, 2023 | 2023/32 Gaz | CN | Rejection |
| July 5, 2023 | 2023/27 Gaz | GB | Rejection |
| June 29, 2023 | 2023/26 Gaz | AU | Rejection |
| April 15, 2023 | 2023/16 Gaz | PH | Rejection |
| December 19, 2022 | 2023/13 Gaz | US | Registration |
ID: 141724203