GleanMark

UNIFIED DATA FABRIC Trademark

UNIFIED DATA FABRIC is a USPTO trademark filed by ADVISOR360°, LLC. Status: Registered.

Trademark Facts

MarkUNIFIED DATA FABRIC
Serial Number90621540
Registration Number7133846
StatusRegistered
Filing Date2021-04-02
Registration Date2023-08-08
Mark TypeWord
Nice Classes036 (Financial Services), 042 (Software & IT)
OwnerADVISOR360°, LLC
Attorney of RecordDaniel Hwang
Prosecution Events34
Latest EventEWAF on 2026-02-17

Goods & Services

Class 036: Financial services, namely, financial data aggregation of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Class 042: Providing temporary use of non-downloadable computer software for a seamless aggregating of investor data from disparate sources to power applications that create a complete financial picture for investors, financial advisors, and financial institutions; Platform as a service (PAAS) featuring investor-data aggregation computer software platform for receiving, compiling and organizing data from disparate sources in order to inform programmed applications which algorithmically assemble financial positions, forecasts, and recommendations for investors, financial advisors, and financial institutions; and providing temporary use of non-downloadable household-centric computer software platforms for integrating financial data associated with household-investor accounts, including multiple accounts related to members of the same family, single generation or multi-generational, in order to inform asset management, goal-planning, asset allocation, risk management, and portfolio performance

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