Trademark: 76386662
Status Date
Thursday, October 9, 2014
Registration Number
2952283
Registration Date
Tuesday, May 17, 2005
Filing Date
Friday, March 22, 2002
Published for Opposition
Tuesday, February 17, 2004
9 Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments
35 Data processing services for others
36 Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
41 Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management
42 Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet
Mar 29, 2021
Applicant/Correspondence Changes (Non-Responsive) Entered
Mar 29, 2021
Teas Change Of Correspondence Received
Mar 29, 2021
Attorney/Dom.Rep.Revoked And/Or Appointed
Mar 29, 2021
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 29, 2021
Teas Change Of Owner Address Received
Dec 11, 2019
Automatic Update Of Assignment Of Ownership
Jan 24, 2019
Attorney/Dom.Rep.Revoked And/Or Appointed
Jan 24, 2019
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Oct 9, 2014
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Oct 9, 2014
Registered And Renewed (First Renewal - 10 Yrs)
Oct 9, 2014
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Oct 9, 2014
Case Assigned To Post Registration Paralegal
Sep 30, 2014
Teas Section 8 & 9 Received
Sep 30, 2014
Teas Change Of Correspondence Received
Oct 25, 2012
Attorney/Dom.Rep.Revoked And/Or Appointed
Oct 25, 2012
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 17, 2011
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
May 16, 2011
Case Assigned To Post Registration Paralegal
Apr 25, 2011
Teas Section 8 & 15 Received
May 17, 2005
Registered-Principal Register
Mar 25, 2005
Law Office Registration Review Completed
Mar 18, 2005
Assigned To Lie
Mar 15, 2005
Allowed Principal Register - Sou Accepted
Mar 15, 2005
Amendment From Applicant Entered
Mar 1, 2005
Correspondence Received In Law Office
Mar 1, 2005
Paper Received
Dec 1, 2004
Non-Final Action Mailed
Nov 30, 2004
Su - Non-Final Action - Written
Aug 10, 2004
Statement Of Use Processing Complete
Jul 26, 2004
Use Amendment Filed
Jul 26, 2004
Paper Received
May 11, 2004
Noa Mailed - Sou Required From Applicant
Feb 17, 2004
Published For Opposition
Jan 28, 2004
Notice Of Publication
Dec 11, 2003
Approved For Pub - Principal Register
Dec 11, 2003
Assigned To Examiner
Dec 9, 2003
Assigned To Examiner
Nov 23, 2003
Correspondence Received In Law Office
Nov 23, 2003
Teas Response To Office Action Received
Oct 29, 2003
Final Refusal Mailed
Sep 15, 2003
Correspondence Received In Law Office
Oct 16, 2003
Case File In Ticrs
Sep 15, 2003
Paper Received
Mar 12, 2003
Non-Final Action Mailed
Jan 30, 2003
Correspondence Received In Law Office
Jan 30, 2003
Paper Received
Jan 8, 2003
Assigned To Examiner
Aug 7, 2002
Non-Final Action Mailed
Jul 17, 2002
Assigned To Examiner
Trademark Alertz updated from USPTO on 2030-01-24
