CARTA X
downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in Read More
Classification Information
Class [9]
Computer & Software Products & Electrical & Scientific Products
Downloadable computer software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields of investments and finance; Downloadable computer software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Downloadable computer software for communicating directly with financial services professionals; Downloadable electronic publications, namely, brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance.
Class [35]
Advertising, Business & Retail Services
Tax advisory services.
Class [36]
Insurance & Financial Services
Providing escrow agent, paying agent, and broker-dealer services to issuers of investment securities and private investors and shareholders; Financial advice; Provision of a financial exchange for the trading of securities, shares, stocks, and options and other derivative products; Financial services, namely, broker/dealer services on securities exchanges; Broker/dealer services in the fields of securities, shares, stocks, and options and other derivative products.
Class [38]
Communications Services
Electronic transmission for others of securities and financial information via computer linking services, namely, communicating and routing trade information involving orders, entry and execution services, to others via a global computer network.
Class [41]
Education and Entertainment Services
Educational services, namely, providing conferences, webinars, webcasts, and seminars in the fields of investment and finances; Providing online, non-downloadable electronic publications in the nature of brochures, newsletters, reports, and instructional and teaching materials in the fields of investments and finance.
Class [42]
Computer & Software Services & Scientific Services
Providing software as a service (SAAS) services featuring software for conducting account transactions, securities trades, research, analysis, and portfolio management activities, all in the fields of investments and finance; Providing software as a service (SAAS) services featuring software for accessing, viewing, downloading, sharing, managing, and saving account data, news, research, and information in the fields of investments and finance; Providing software as a service (SAAS) services featuring software for communicating directly with financial services professionals.
Class [45]
Personal & Legal & Social Services
Regulatory compliance auditing; Regulatory compliance consulting in the fields of investments and finance.
