Trademark: 86057938
Status Date
Wednesday, November 3, 2021
Registration Number
4782533
Registration Date
Tuesday, July 28, 2015
Filing Date
Friday, September 6, 2013
Published for Opposition
Tuesday, September 30, 2014
9 [ (Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computation, electronic funds transfer, currency exchange management, and generation of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plans, including multi-currency capability for the financial services industry; computer software for conducting inventory control management; computer software for conducting and analyzing risk management in the fields of institutional investment dealers ]
35 (Based on Use in Commerce) Investment fund record-keeping services, namely, maintaining and recording positions in stocks, bonds, funds and other securities, financial record-keeping for investment risk management, regulatory compliance purposes, and accounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, providing bookkeeping and administrative accounting services for mutual and investment fund managers, office functions in the nature of maintaining records of ownership of stocks, shares and securities for mutual and investment fund managers
37 [ (Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, installation, maintenance and repair of computer hardware used with an investment accounting and management program ]
41 (Based on Use in Commerce) Computer training, namely, training in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managers, administrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, providing training in the use and operation of investment fund record-keeping software
42 (Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; information, installation, maintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicing, namely, troubleshooting of software and hardware problems and repair of software defects for others; software as a service (SAAS) services featuring software for business accounting, investment portfolio record keeping and financial record keeping; technical support services in the form of troubleshooting of computer software problems; computer network security services in the nature of user authentication, activity logging and disaster recovery services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data
Nov 3, 2021
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Nov 3, 2021
Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Nov 3, 2021
Case Assigned To Post Registration Paralegal
Jul 28, 2021
Teas Section 8 & 15 Received
Jul 28, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Mar 27, 2019
Automatic Update Of Assignment Of Ownership
Jul 28, 2015
Registered-Principal Register
Jun 20, 2015
Notice Of Acceptance Of Statement Of Use E-Mailed
Jun 19, 2015
Allowed Principal Register - Sou Accepted
Jun 19, 2015
Examiner's Amendment Entered
Jun 19, 2015
Notification Of Examiners Amendment E-Mailed
Jun 19, 2015
Examiners Amendment E-Mailed
Jun 19, 2015
Su-Examiner's Amendment Written
Jun 19, 2015
Statement Of Use Processing Complete
May 19, 2015
Use Amendment Filed
Jun 15, 2015
Case Assigned To Intent To Use Paralegal
May 19, 2015
Teas Statement Of Use Received
Nov 25, 2014
Noa E-Mailed - Sou Required From Applicant
Sep 30, 2014
Official Gazette Publication Confirmation E-Mailed
Sep 30, 2014
Published For Opposition
Sep 10, 2014
Notification Of Notice Of Publication E-Mailed
Aug 26, 2014
Law Office Publication Review Completed
Aug 21, 2014
Assigned To Lie
Aug 13, 2014
Approved For Pub - Principal Register
Aug 13, 2014
Examiner's Amendment Entered
Aug 13, 2014
Notification Of Examiners Amendment E-Mailed
Aug 13, 2014
Examiners Amendment E-Mailed
Aug 13, 2014
Examiners Amendment -Written
Jul 14, 2014
Notification Of Final Refusal Emailed
Jul 14, 2014
Final Refusal E-Mailed
Jul 14, 2014
Final Refusal Written
Jun 9, 2014
Teas/Email Correspondence Entered
Jun 9, 2014
Correspondence Received In Law Office
Jun 9, 2014
Teas Response To Office Action Received
Dec 18, 2013
Notification Of Examiner's Amendment/Priority Action E-Mailed
Dec 18, 2013
Examiner's Amendment/Priority Action E-Mailed
Dec 18, 2013
Combined Examiner's Amendment/Priority Action Automatic Entry
Dec 18, 2013
Examiners Amendment And/Or Priority Action - Completed
Dec 17, 2013
Assigned To Examiner
Sep 17, 2013
Notice Of Pseudo Mark E-Mailed
Sep 16, 2013
New Application Office Supplied Data Entered In Tram
Sep 10, 2013
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
