GleanMark

CLIENT360 Trademark

CLIENT360 is a USPTO trademark filed by ADVISOR360, LLC. Status: Registered.

Trademark Facts

MarkCLIENT360
Serial Number78458411
Registration Number3099175
StatusRegistered
Filing Date2004-07-28
Registration Date2006-05-30
Mark TypeWord
Nice Classes036 (Financial Services), 042 (Software & IT)
OwnerADVISOR360, LLC
Attorney of RecordDaniel Hwang
Prosecution Events45
Latest EventREAP on 2026-02-17

Goods & Services

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION

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