Filed Sept. 30, 2022

Serial No. 97614076

Examining Attorney REBECCA SMITH

Interlocutory Attorney KATERINA D SPARER

Class Computer software, namely, downloadable computer application software for accessing and displaying information relating to financial and investment services, asset management, financial appraisals and analysis, financial modelling and market research and analysis; computer software, namely, downloadable computer application software for the import, management and analysis of data relating to financial and investment services, asset management, financial appraisals and analysis, financial modelling and market research and analysis; computer software, namely, downloadable computer application software for use in connection with the recording of legal, financial, business and other investment transactions in databases, namely distributed ledger technology databases; downloadable electronic publications in the nature of brochures, magazines, newsletters, reports and information sheets featuring information in the field of financial management, wealth management, financial analysis, financial information, investment management, investment banking and asset management, provided on-line, over a communications network, the Internet; downloadable computer software for business management, client relations management, providing a client portal, secure messaging, regulatory compliance, and training for use in the field of financial services; downloadable computer software for business management, client relations management, providing a client portal, secure messaging, regulatory compliance, and training in the field of financial planning and wealth management; downloadable computer software for business management, client relations management, providing a client portal, secure messaging, regulatory compliance, and training relating to compliance and regulation of financial advisors; downloadable computer software for business management, client relations management, providing a client portal, secure messaging, regulatory compliance, and training relating to financial modelling; downloadable computer software for business management, client relations management, providing a client portal, secure messaging, regulatory compliance, and training relating to customer relationship management, client reporting and client reviews; downloadable computer software for business management, client relations management, providing a client portal, secure messaging, regulatory compliance, and training relating to training of financial advisors; downloadable computer software platforms for facilitating business management; downloadable cloudbased platform software for facilitating investment management, fund management, pension fund management, asset management and wealth management; downloadable computer software platforms for facilitating investment management, fund management, pension fund management, asset management and wealth management; downloadable computer software for assessing financial risk; 021; 023; 026; 036; 038; 100; 101; 102; 100; 101; 102; 100; 101; 104; 100; 101

Case Type Trademark Service mark