CHALICE ADVISOR EXCHANGE Trademark Information

Chalice Wealth Partners LLC

Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition pur...

This is a brand page for the CHALICE ADVISOR EXCHANGE trademark by Chalice Wealth Partners LLC  in San Diego, CA, 92127.

Write a review about a product or service associated with this CHALICE ADVISOR EXCHANGE trademark. Or, contact the owner Chalice Wealth Partners LLC of the CHALICE ADVISOR EXCHANGE trademark by filing a request to communicate with the Legal Correspondent for licensing, use, and/or questions related to the CHALICE ADVISOR EXCHANGE trademark.

On Thursday, August 2, 2018, a U.S. federal trademark registration was filed for CHALICE ADVISOR EXCHANGE. The USPTO has given the CHALICE ADVISOR EXCHANGE trademark serial number of 88062886. The current federal status of this trademark filing is REGISTERED. The correspondent listed for CHALICE ADVISOR EXCHANGE is Katherine L. McDaniel, Esq. of Arendsen Cane Molnar LLP, 550 West "C" Street, Suite 1150, San Diego CA 92101 . The CHALICE ADVISOR EXCHANGE trademark is filed in the category of Computer & Software Services & Scientific Services . The description provided to the USPTO for CHALICE ADVISOR EXCHANGE is Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts.

Word mark: CHALICE ADVISOR EXCHANGE
Status/Status Date:
REGISTERED
4/16/2019
Serial Number: 88062886
Filing Date: 8/2/2018
Registration Number: 5725875
Registration Date: 4/16/2019
Goods and Services: Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that allows the user to manage business operations in the fields of managing securities brokerage accounts, managing alternative investment accounts, managing investment banking accounts, managing advisor loan applications for merger and acquisition purposes, managing employee retirement plans; Software-as-a-service (SaaS) featuring software that has technology that provides access to a turnkey asset management platform and corporate services platform for wealth management businesses that allows the user to manage employee human resource accounts, track information technology assets, manage employee payroll and group health insurance accounts
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 1/29/2019
Last Applicant/Owner: Chalice Wealth Partners LLC
San Diego, CA 92127
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: ("ADVISOR EXCHANGE")
Correspondent:
Arendsen Cane Molnar LLP
550 West "C" Street, Suite 1150
San Diego CA 92101

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (042)
Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
First Use Anywhere: : 6/15/2018
First Use In Commerce: 6/15/2018

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Current Trademark Status:
4/16/2019
REGISTERED
Correspondent Search:

Katherine L. McDaniel, Esq. is a correspondent of CHALICE ADVISOR EXCHANGE trademark.

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