The trademark application wove was filed by Pershing Investments LLC, a Limited Liability Company (the "Applicant"). The application was published for oppositions on November 27, 2023, and it was registered by office on March 5, 2024 without any oppositions.
The application was filed in English (German was selected as the second language).
Change of name and professional address of the trademark registration was recorded on January 17, 2024.
Goods And Services
The mark was filed in class 36 with following description of goods:
Financial advisory and consultancy services
Investment management
Funds investment
Financial research and information services
Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments, all of the foregoing provided to financial advisors and money managers.
The mark was filed in class 42 with following description of goods:
Research and development of new products for use in financial advising and consultation, brokerage services, and investment management
Providing a website that features information on new product research and new product development in the fields of financial advising, consultation, brokerage services, and investment management
Design and testing for new product development for use in the fields of financial advising, consultation, brokerage services, and investment management
Providing an online non-downloadable, multi-custodial advisory software platform that enables integration with third party financial applications and cross-application workflows from a single user interface
Providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view, monitor, share, receive, generate, customize and manage financial information, alerts, tasks, models and reports across multiple financial applications and custodians
Providing an online non-downloadable, multi-custodial advisory software platform that utilizes artificial intelligence to optimize financial planning and automate the electronic trading of financial securities
Providing an online non-downloadable, multi-custodial advisory software platform that enables users to access, view and manage investment accounts, portfolio information, portfolio risk and asset allocation assessments, book trades and rebalances, tax budgets, tax transitioning models and regulatory compliance dashboards in real-time across multiple financial applications and custodians
Providing an online non-downloadable, multi-custodial advisory software platform that enables users to open financial accounts and electronically trade and rebalance financial securities across multiple financial custodians
Providing an online non-downloadable, multi-custodial advisory software platform that provides access to financial investment solutions and enables financial brokers, dealers, advisors and investors to interact and communicate with one another
Providing an online non-downloadable, multi-custodial advisory software platform that automates fiduciary functions, order execution involving financial securities, and oversight of financial investments
Providing an online non-downloadable, multi-custodial advisory software platform that features news, research, information and analytics in the fields of finance, financial investments, securities trading and securities brokerage.