Trademark: 85782334
Word
SECURING TODAY. SHAPING TOMORROW.
Status Date
Saturday, July 18, 2020
Registration Number
4585199
Registration Date
Tuesday, August 12, 2014
Filing Date
Monday, November 19, 2012
Published for Opposition
Tuesday, May 21, 2013
38 Electronic messaging services, namely, transmission of messages concerning client account information, trades, purchases, redemptions and exchange orders of securities, confirmations, account registration and settlement, all pertaining to financial transactions, via a global computer network; providing electronic transmission of account information to mutual funds; electronic transmission and receipt of industry standard loan messages for agents and lenders in the syndicated loan market
36 Providing information in the fields of finance, financial consulting, and financial analysis; providing financial information for investment portfolio management; providing financial transactional information relating to client accounts, dividends, trades, purchases, redemptions, and exchange orders; electronic financial trade processing services, namely, trade comparison, confirmation, clearance, and settlement; financial products custody, namely, maintaining possession of financial assets for others for financial management purposes; financial asset servicing, namely, principal and income distribution, processing of corporate action financial transactions, withholding tax debiting services, processing, and custody of collateral loans and repurchase agreements; and providing financial information and databases of financial information with respect to securities and financial products; business liquidation services in the form of facilitating liquidations resulting from a default by a financial services firm; providing and arranging financing for purposes of the settlement of positions on behalf of distressed financial services firms; providing financial analysis of financial delivery obligations to distressed financial services firms; financial analysis of liquidity requirements for distressed financial services firm; business liquidation services in the form of redistributing securities among financial services firms as part of a liquidation of a distressed financial services firm; financial analysis and calculations of caps of financing requirements for financial services firms; Financial transaction services, namely, facilitating the secure submission of invoices and fee data to mutual funds; mutual fund advisory services, namely, providing and standardizing mutual fund information and customer information in the field of finance; electronic loan payment processing services, namely, providing loan reconciliation services between agents and lenders in the syndicated loan market; payment processing services, namely, electronically facilitating commission payments for broker-dealers and reconciliation of financial records between mutual funds and brokers; Financial analysis and consultation services, namely, analyzing, validating, and reporting changes to the capital structure or financial position of an issuer of a security that affect any of the securities it has issued; Providing financial information, namely, providing transactional settlement and commercial transaction information relating to mutual funds for the purpose of ensuring transparency in the sub-accounts of an omnibus account
35 Systemization and compilation of data concerning business and financial information; business services, namely, electronic data collection, data submission and confirmation services for business purposes between distributors and carriers of insurance products
42 Non-downloadable online software that enables insurance distributors and carriers to electronically exhange imaged documents, signatures, forms, and other types of data relating to annuity and life insurance information; Non-downloadable online software that automates and standardizes invoices and fee data to mutual funds, facilitates fee payments between mutual funds and their intermediaries, and automates settlement of mutual fund fees; Non-downloadable online software that automates and standardizes commission payments for broker-dealers; Non-downloadable online software that reconciles financial records between mutual funds and brokers; Application service provider (asp) featuring software for use in the insurance industry, namely, software that facilitates the exchange of information between insurance carriers and distributors for insurance contract-related changes including broker/dealer, registered representative and broker identification number (bin) changes; Application service provider (asp) featuring software for use in the insurance industry, namely, software that enables insurance product distributors to enter requests to carriers for appointments and appointment terminations, producer terminations, address changes, representative identification number changes and license confirmations, and provides for money settlement between parties for licensing- and appointment-related fees
Color is not claimed as a feature of the mark.
Aug 12, 2023
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
May 10, 2023
Applicant/Correspondence Changes (Non-Responsive) Entered
May 10, 2023
Teas Change Of Correspondence Received
May 10, 2023
Attorney/Dom.Rep.Revoked And/Or Appointed
May 10, 2023
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 10, 2023
Teas Change Of Owner Address Received
Jul 18, 2020
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Jul 18, 2020
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Jul 18, 2020
Case Assigned To Post Registration Paralegal
May 1, 2020
Teas Section 8 & 15 Received
Aug 12, 2019
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 5, 2016
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 5, 2016
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Aug 12, 2014
Registered-Principal Register
Jul 8, 2014
Notice Of Acceptance Of Statement Of Use E-Mailed
Jul 5, 2014
Allowed Principal Register - Sou Accepted
Jun 27, 2014
Teas/Email Correspondence Entered
Jun 27, 2014
Correspondence Received In Law Office
Jun 19, 2014
Teas Response To Office Action Received
Feb 27, 2014
Notification Of Non-Final Action E-Mailed
Feb 27, 2014
Non-Final Action E-Mailed
Feb 27, 2014
Su - Non-Final Action - Written
Feb 11, 2014
Statement Of Use Processing Complete
Jan 15, 2014
Use Amendment Filed
Feb 9, 2014
Case Assigned To Intent To Use Paralegal
Jan 15, 2014
Teas Statement Of Use Received
Jul 16, 2013
Noa E-Mailed - Sou Required From Applicant
May 21, 2013
Official Gazette Publication Confirmation E-Mailed
May 21, 2013
Published For Opposition
May 1, 2013
Notification Of Notice Of Publication E-Mailed
Apr 17, 2013
Law Office Publication Review Completed
Apr 17, 2013
Assigned To Lie
Mar 25, 2013
Approved For Pub - Principal Register
Mar 22, 2013
Teas/Email Correspondence Entered
Mar 22, 2013
Correspondence Received In Law Office
Mar 22, 2013
Teas Response To Office Action Received
Mar 14, 2013
Notification Of Non-Final Action E-Mailed
Mar 14, 2013
Non-Final Action E-Mailed
Mar 14, 2013
Non-Final Action Written
Mar 13, 2013
Assigned To Examiner
Nov 27, 2012
New Application Office Supplied Data Entered
Nov 22, 2012
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
