UNIO
Atria Wealth Solutions, Inc.
Mark For: UNIO™ trademark registration is intended to cover the categories of
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| Serial Number | 97744353 |
| Mark Literal Elements | UNIO |
| Mark Drawing Type | 4 - STANDARD CHARACTER MARK |
| Mark Type | Service Mark |
| Current Location | NEW APPLICATION PROCESSING 2023-01-10 |
| Basis | 1(a) |
| Class Status | ACTIVE |
| Primary US Classes |
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| Primary International Class |
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| Filed Use | Yes |
| Current Use | Yes |
| Intent To Use | No |
| Filed ITU | No |
| 44D Filed | No |
| 44E Current | No |
| 66A Current | No |
| Current Basis | No |
| No Basis | No |
| Attorney Name | Alexander C. Kaczmarek |
| Attorney Docket Number | 101952.50 |
Timeline
| 2019-00-00 | Date of First Use |
| 2023-01-06 | Application Filed |
| 2023-01-10 | Date of First Use |
| 2023-01-10 | Date of Use In Commerce |
| 2023-01-10 | Location: NEW APPLICATION PROCESSING |
| 2023-01-10 | Status: Live/Pending |
| 2023-01-10 | Status: New application awaiting assignment to an examining attorney. See current trademark processing wait times for more information. |
| 2023-01-10 | Transaction Date |
Trademark Parties (Applicants & Owners)
| Party: |  Atria Wealth Solutions, Inc. |
| Address | 295 Madison Avenue New York, NEW YORK UNITED STATES 10017 |
| Legal Entity Type | Corporation |
| Legal Entity State | DELAWARE |
Documents
 Application | 2023-01-06 | |
| Drawing | 2023-01-06 | |
| Specimen | 2023-01-06 |
Attorney of Record
Good, Services, and Codes
| International Codes: | 42 |
| U.S. Codes: | 100,101 |
| Type Code | Type |
|---|---|
| GS0421 | Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth |
| GS0421 | Providing on-line non-downloadable software to assist financial advisors with client relationship management, portfolio management and performance reporting, planning, data aggregation, and business intelligence; Providing on-line non-downloadable software that automates workflows and processes involved in the financial advisor-client relationship including digital onboarding, CRM and compliance tools; Providing on-line non-downloadable software for use in a turnkey asset management program that assists professional financial advisors in management of their clients assets and wealth |
Trademark Filing History
| Description | Date | Proceeding Number |
|---|---|---|
| NEW APPLICATION ENTERED IN TRAM | 2023-01-10 |
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