Trademark: 86646505
Status Date
Wednesday, September 13, 2023
Registration Number
5161793
Registration Date
Tuesday, March 14, 2017
Filing Date
Saturday, May 30, 2015
Published for Opposition
Tuesday, October 20, 2015
41 Educational services, namely, providing training, seminars, educational conferences and international meetings, all in the field of accounting, financial management, financial planning, financial portfolio management, financial forecasting, financial guarantee and surety, and financial research, analysis and consultation
9 Computer software for use in performing business administration functions; computer software for use in managing corporate human resources functions; computer software for use in managing corporate human resources processes; computer software for use in the management of financial transactions, financial planning and financial management; computer software for use in performing bookkeeping; computer software for use in conducting and managing corporate audits; computer software for use in conducting and managing financial audits; computer software for use in conducting and managing inventory audits; computer software for use in providing accounting services; computer software for use in conducting tax analysis; computer software for use in the facilitation of proper planning for the design, development, implementation and maintenance of computer and information systems; digital publications, namely, downloadable manuals in the fields of accounting practice management, tax advisory services, audit and assurance services, financial statistics and human resources management
38 Providing access to accounting practice management tools, accounting functional tools and human resource management tools via a website on a global computer network; providing access to computer software for use in accounting practice management, functional services and human resources management over a global computer network
36 Financial services, namely, financial management services, financial planning services, financial portfolio management services, financial forecasting services, financial guarantee and surety services, financial research, analysis and consultation services, and financial information provided by electronic means; advisory and consultancy services in the field of financial services; financial planning and investment advisory and management services; insurance consultation and advisory services; insurance consultation, namely, providing advice relating to insurance issues; actuarial services; research in the attainment of insurance and employee benefits, business interruption and loss determination; real estate investment services; financing services; individual retirement account services; general securities brokerage and investment banking services; consulting services in the field of employee benefits concerning insurance, finance and financial compensation programs; advice relating to the organization and management of business, namely, assisting and advising others on management of financial trading functions of commercial or industrial companies; information, consultancy and advisory services relating to the aforesaid; sales tax consultation services, namely, providing advice to entities on automation of software and reporting functions for calculation, collection and payment of sales tax; wealth management services; financial consultancy and insurance consultancy, namely, evaluation of insurance products for wealth management planning; information, consultancy and advisory services relating to the aforesaid * and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management *
35 Accounting services; advisory and consulting services in the field of accounting; account and business auditing services; business administration services; business acquisition and merger consultation; tax preparation; tax advisory services, namely, tax compliance and consultation services; bookkeeping services; wealth management services, namely, financial records management; business management consulting services; business risk management consulting services; government management consulting services, namely, providing information in the field of government affairs; advice relating to the organization and management of business, namely, assisting and advising others on the organization and management of businesses or business management of trading functions of commercial or industrial companies; economic forecasting and analysis, namely, economic research in the attainment of benefits, business interruption and loss determination for cost assessment services; employment counseling and recruiting; accounting practice management consulting services; human resources management consulting services; personnel placement and recruitment services; tax and taxation planning, advice, information and consultancy services; assurance services, namely, review, preparation and analysis of financial and non-financial information for others, namely, financial statement audits, accounting compliance reviews, financial accounting advisory services and fraud investigation and dispute resolution services; information, consultancy and advisory services relating to the aforesaid
45 Litigation support services in the nature of investigative audits and financial analysis; litigation support services in economics, accounting and finance, namely, investigative audits and financial analyses; tax advisory services, namely, tax compliance consulting relating to compliance with federal, state, and foreign tax laws and regulations, information, consultancy and advisory services relating to the aforesaid; representation of clients in tax matters before tax authorities; information, consultancy and advisory services relating to the aforesaid
42 Computer services; custom design and development of computer hardware, software and computer systems for others; consulting services in the field of computer based information systems for businesses and government; consulting services in the field of identification, prioritization, analysis, design, development and implementation of computer-based information systems for insurance and other financial services businesses and other industries; technical consulting services and assistance with computer-based information systems and components thereof; IT and information security consulting services, namely, providing IT and electronic security advisory services and IT and electronic security risk management to banks and other financial institutions; conducting IT security audits; IT consultation in the fields of risk assessment, IT and electronic information security, IT and electronic business information continuity and disaster recovery preparedness, IT and electronic information internal audit and audit planning; computer assurance services relating to the development of security systems and contingency planning for information systems; information, consultancy and advisory services relating to the aforesaid; providing temporary use of online non-downloadable computer software that allows the user to access a centralized document management and employee communication portal designed specifically for use by community banks and credit unions; Providing temporary use of online non-downloadable software and applications for email, calendaring, and document management; Providing temporary use of online non-downloadable computer program for meeting and event scheduling, managing group calendars, task delegation and reporting, recording notes, transferring data to and from data bases and to and from computer programs and computer files; providing temporary use of online non-downloadable computer software for managing addresses; information, consultancy and advisory services relating to the aforesaid * and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management *
In the statement, line 55 after the word "aforesaid", and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management is inserted. In the statement, line 89 after the word "aforesaid", and not software, computer systems or services in relation to the evaluation and management of property casualty risks, catastrophic risks, weather related risks, terrorism risks, mortality and longevity risks for insurance, reinsurance and insurance portfolio management is inserted.
Sep 13, 2023
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Sep 13, 2023
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Sep 13, 2023
Case Assigned To Post Registration Paralegal
Mar 14, 2023
Teas Section 8 & 15 Received
Mar 14, 2022
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Aug 30, 2018
Teas Change Of Correspondence Received
Jun 26, 2018
Amendment Under Section 7 ¿ Processed
Jun 12, 2018
Teas Response To Office Action-Post Reg Received
Dec 12, 2017
Post Registration Action Mailed - Sec. 7
Dec 11, 2017
Case Assigned To Post Registration Paralegal
Dec 1, 2017
Otqr Withdrawal From Publication
Nov 8, 2017
Amendment Under Section 7 ¿ Processed
Aug 28, 2017
Case Assigned To Post Registration Paralegal
Aug 8, 2017
Teas Section 7 Request Received
Aug 8, 2017
Teas Change Of Correspondence Received
Aug 7, 2017
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 7, 2017
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Mar 14, 2017
Registered-Principal Register
Feb 7, 2017
Notice Of Acceptance Of Statement Of Use E-Mailed
Feb 5, 2017
Allowed Principal Register - Sou Accepted
Feb 2, 2017
Statement Of Use Processing Complete
Jan 9, 2017
Use Amendment Filed
Jan 26, 2017
Case Assigned To Intent To Use Paralegal
Jan 9, 2017
Teas Statement Of Use Received
Dec 16, 2016
Notice Of Approval Of Extension Request E-Mailed
Dec 14, 2016
Sou Extension 2 Granted
Dec 14, 2016
Sou Extension 2 Filed
Dec 14, 2016
Sou Teas Extension Received
Dec 14, 2016
Teas Change Of Correspondence Received
Jun 17, 2016
Notice Of Approval Of Extension Request E-Mailed
Jun 15, 2016
Sou Extension 1 Granted
Jun 15, 2016
Sou Extension 1 Filed
Jun 15, 2016
Sou Teas Extension Received
Dec 15, 2015
Noa E-Mailed - Sou Required From Applicant
Oct 20, 2015
Official Gazette Publication Confirmation E-Mailed
Oct 20, 2015
Published For Opposition
Sep 30, 2015
Notification Of Notice Of Publication E-Mailed
Sep 11, 2015
Approved For Pub - Principal Register
Sep 10, 2015
Assigned To Examiner
Jun 5, 2015
New Application Office Supplied Data Entered
Jun 3, 2015
New Application Entered
Trademark Alertz updated from USPTO on 2030-01-24
