HALO Trademark
HALO is a USPTO trademark filed by Halo Investing, Inc.. Status: Registered.
Trademark Facts
| Mark | HALO |
|---|---|
| Serial Number | 97499289 |
| Registration Number | 7430035 |
| Status | Registered |
| Filing Date | 2022-07-12 |
| Registration Date | 2024-06-25 |
| Mark Type | Combined |
| Nice Classes | 036 (Financial Services), 042 (Software & IT) |
| Owner | Halo Investing, Inc. |
| Attorney of Record | Hillary E. Maynard |
| Prosecution Events | 26 |
| Latest Event | TCCA on 2026-03-24 |
Goods & Services
Provision of protective investment consultation for financial planning professionals; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; Investment by electronic means; Investment consultancy; Investment advisory services; Provision of online financial information, research and investment recommendations for financial planning professionals; Investment management services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial analysis and consultation; Providing financial information in the field of financial planning and investment for financial planning professionals; Providing financial information pertaining to financial tools and products for financial planning professionals; Financial services, namely, financial management, consultation and advice in the field of alternative investments | Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to track, monitor, and manage investment portfolios; Platform as a Service (PaaS) featuring computer software platform for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a Service (PaaS) featuring computer software platform for managing investments; Platform as a Service (PaaS) featuring computer software platform for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a Service (PaaS) featuring computer software platform that allows users to research, analyze, and invest in annuities, buffer EFTs, structured notes, and alternative investments; Platform as a Service (PaaS) featuring computer software platform that allows users to manage and administer investments; Platform as a Service (PaaS) featuring computer software platform that allows banks, issuers, and financial institutions to sell annuities, ETFs, structured notes, and alternative investments to financial planning professionals and their clients; Providing on-line non-downloadable software in the nature of a financial technology software platform for providing information, analysis, management and administration services in the field of investments; Platform as a Service (PaaS) featuring computer software platform that enables investors to select, issue and monitor financial products; Platform as a Service (PaaS) featuring computer software platform that provides protective investment solutions for financial planning professionals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals draft proposals; Platform as a Service (PaaS) featuring computer software platform that allows financial planning professionals to draft and deliver customized financial planning strategies and asset management and investment advice