UNIO Trademark
UNIO is a USPTO trademark filed by Atria Wealth Solutions, Inc.. Status: Registered.
Trademark Facts
| Mark | UNIO |
|---|---|
| Serial Number | 97744353 |
| Registration Number | 7242546 |
| Status | Registered |
| Filing Date | 2023-01-06 |
| Registration Date | 2023-12-12 |
| Mark Type | Word |
| Nice Classes | 042 (Software & IT) |
| Owner | Atria Wealth Solutions, Inc. |
| Attorney of Record | Alexander C. Kaczmarek |
| Prosecution Events | 14 |
| Latest Event | ASCK on 2024-10-16 |
Goods & Services
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