Word

PROMONTORY

Status

Registered

Status Code

705

Status Date

Wednesday, February 7, 2024

Serial Number

86928056

Registration Number

5261970

Registration Date

Tuesday, August 8, 2017

Mark Type

4000

Filing Date

Thursday, March 3, 2016

Published for Opposition

Tuesday, September 27, 2016

Trademark Owner History

INTERNATIONAL BUSINESS MACHINES CORP. -
Promontory Mark, LLC - Original Registrant

Classifications

41 [ Providing a website featuring blogs and non-downloadable publications in the nature of articles, brochures and white papers in the field of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators ]

9 [ Computer software platform for the management and administration of mortgage loans and mortgage loan portfolios for mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; downloadable podcasts in the field of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; downloadable webcasts, webinars, and news in the field of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; providing electronic downloadable publications featuring topics in the area of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; ] electronic, downloadable reports and written articles featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas; electronic downloadable newsletters and bulletins featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas

16 [ Printed materials featuring topics in the area of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; printed materials, namely, brochures, reports, bulletins, written articles, information sheets and speeches featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas; printed publications, namely, newsletters and bulletins featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas; printed periodicals featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas ]

36 [ Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; financial services, namely, the purchase of residential mortgages on behalf of others; providing post-compliance financial reviews for the mortgage industry; providing financial services with respect to mortgages and other financial instruments and products; financial services, namely, designing and structuring of mortgages for investment by others; financial services, namely, loss mitigation services for under- or non-performing mortgage loans; investment consultation in the field of mortgage loans; providing strategic financial advisory services regarding the placement of mortgage servicing rights and mortgage servicing rights services ]

35 [ Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; business services, namely, structuring and negotiating mortgage transactions for others with the government sponsored enterprises and other housing related federal agencies ]

45 [ Mortgage compliance consulting services concerning mortgage-related laws, regulations and best practices for mortgage lenders and servicers and mortgage brokers; ] fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting services, namely, consulting on standards and practices to assure compliance with laws and regulations; regulatory compliance services, namely, reviewing standards and practices to identify and assess compliance-related risks with respect to laws and regulations

42 [ Providing quality control services for the mortgage industry; software as a service (SAAS) for the management and administration of mortgage loans and mortgage loan portfolios for mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators ]

Trademark Events

Feb 7, 2024

Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed

Feb 7, 2024

Registered - Partial Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.

Jan 23, 2024

Case Assigned To Post Registration Paralegal

Jul 30, 2023

Teas Section 8 & 15 Received

Aug 8, 2022

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed

Mar 11, 2020

Automatic Update Of Assignment Of Ownership

Aug 8, 2017

Registered-Principal Register

Jul 4, 2017

Notice Of Acceptance Of Statement Of Use E-Mailed

Jul 1, 2017

Allowed Principal Register - Sou Accepted

Jun 19, 2017

Statement Of Use Processing Complete

May 19, 2017

Use Amendment Filed

Jun 19, 2017

Case Assigned To Intent To Use Paralegal

May 19, 2017

Teas Statement Of Use Received

Nov 22, 2016

Noa E-Mailed - Sou Required From Applicant

Sep 27, 2016

Official Gazette Publication Confirmation E-Mailed

Sep 27, 2016

Published For Opposition

Sep 7, 2016

Notification Of Notice Of Publication E-Mailed

Aug 24, 2016

Law Office Publication Review Completed

Aug 22, 2016

Approved For Pub - Principal Register

Aug 22, 2016

Teas/Email Correspondence Entered

Aug 22, 2016

Correspondence Received In Law Office

Aug 22, 2016

Assigned To Lie

Aug 11, 2016

Teas Response To Office Action Received

Jun 16, 2016

Notification Of Non-Final Action E-Mailed

Jun 16, 2016

Non-Final Action E-Mailed

Jun 16, 2016

Non-Final Action Written

Jun 16, 2016

Assigned To Examiner

Mar 10, 2016

New Application Office Supplied Data Entered

Mar 7, 2016

New Application Entered