USPTO trademark record

CHALICE ADVISOR EXCHANGE

Live registered mark · Owner Chalice Wealth Partners LLC · Classes 42

Mark details

Owner: Chalice Wealth Partners LLC
Serial number: 88062886
Registration number: 5725875
Status: REGISTERED
Classes: 42 (Software / tech services (SaaS, design, hosting))
Filed: 2018-08-02
Registered: 2019-04-16
Goods / services: Software-as-a-service (SaaS) featuring software that has technology that provides access to a technology platform that features fully integrated shared services for wealth management businesses that …

Register data as of 2026-11-07. Records can trail live filings — check the official USPTO search for the latest status before filing.

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