Word

Status

Registered

Status Code

700

Status Date

Tuesday, February 8, 2022

Serial Number

88439576

Registration Number

6639654

Registration Date

Tuesday, February 8, 2022

Mark Type

2000

Filing Date

Tuesday, May 21, 2019

Published for Opposition

Tuesday, May 12, 2020

Trademark Owner History

SalesPage Technologies, LLC - Original Registrant

Classifications

9 Downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, asset management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, customer-relationship management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data integration; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-territory management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analytics, reporting, and visualization; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data security; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, mobile data access; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-data management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction validation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, consolidating and correlating asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data by sales territory; Downloadable computer software for tracking transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, generating reports on asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, contact management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, integrating third-party data with proprietary data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, client relationship management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, cleansing sales data by detecting and removing duplicate data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction reconciliation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, summarizing asset, entity and sales data by way of dashboards and traditional reports; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, measuring sales-data details; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing market-share data by zip code and sales territory; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying competitive financial goods and services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying optimal office locations for new marketing campaigns; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, correlating incoming data with existing data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing sales data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining and applying territory- and channel-management rules; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining sales territories based on line-of-business, company, geography, and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing, optimizing, and realigning sales territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing the potential effects of a realignment of sales-territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, providing a hierarchal view of relationships between companies, offices, representatives, and support staff; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, reading, transforming, and loading data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, manually reconciling transactions and other input that cannot be reconciled automatically; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, controlling how data is shared; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, assigning sales prospects using rules based on line-of-business, company, geography and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, setting sales goals and track production against territory assignments; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying high-potential sales prospects and track campaign effectiveness downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, implementing an account-servicing workflow; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, profiling, categorizing, and tracking investors

36 analysis and summarizing of asset, entity, and transaction data being financial data analysis; analysis and summarizing of asset, entity, and transaction data by sales territory being financial data analysis; tracking transaction data being financial data analysis; correlating incoming data with existing data being financial data analysis

35 Management services for the financial-services industry, namely, customer-relationship management; sales-territory management being sales management services; analytics and reporting being statistical analysis and reporting services for business purposes; sales-data management being sales management services; contact management services being customer relationship management; transaction reconciliation services being administration and reconciliation of accounts on behalf of others

42 Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for asset management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for customer-relationship management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data integration; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-territory management, analytics, reporting, and visualization; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data security; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for mobile data access; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-data management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction validation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to consolidate and correlate asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data by sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to track transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to generate reports on asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for contact management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to integrate third-party data with proprietary data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for client relationship management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to cleanse sales data by detecting and removing duplicate data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction reconciliation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to explore and drill-down into sales-data details, being sales data analytics; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze market-share data by zip code and sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify competitive financial goods and services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify optimal office locations for new marketing campaigns; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to correlate incoming data with existing data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing tools to analyze sales data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define and apply territory- and channel-management rules; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define sales territories based on line-of-business, company, geography, and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze, optimize, and realign sales territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze the potential effects of a realignment of sales-territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a hierarchal view of relationships between companies, offices, representatives, and support staff; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to control how data is shared; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to assign sales prospects using rules based on line-of-business, company, geography and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to set sales goals and track production against territory assignments; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify high-potential sales prospects and track campaign effectiveness; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to implement an account-servicing workflow; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to profile, categorize, and track investors

The mark consists of an abstract design made up of two bold, interlocking, curvilinear shapes representing the concept of convergence, the first shape having a point of beginning at the midpoint of the left side of a rectangular background region and extending downward and inward at a 45-degree angle until reaching the middle of the lower side of the background region, then curving counterclockwise into the upper-middle portion of the background region, and the second shape having a point of beginning at the midpoint of the right side of the background region and extending upward and inward at a 45-degree angle until reaching the middle of the upper side of the background region, then bending counterclockwise into the lower-middle of the background region.
Color is not claimed as a feature of the mark.

Trademark Events

Feb 8, 2022

Registered-Principal Register

Jan 5, 2022

Notice Of Approval Of Extension Request E-Mailed

Jan 5, 2022

Notice Of Acceptance Of Statement Of Use E-Mailed

Jan 4, 2022

Allowed Principal Register - Sou Accepted

Jan 4, 2022

Statement Of Use Processing Complete

Dec 27, 2021

Use Amendment Filed

Jan 4, 2022

Extension 3 Granted

Dec 27, 2021

Extension 3 Filed

Jan 4, 2022

Case Assigned To Intent To Use Paralegal

Dec 27, 2021

Teas Extension Received

Dec 27, 2021

Teas Statement Of Use Received

Sep 2, 2021

Teas Change Of Correspondence Received

Sep 2, 2021

Attorney/Dom.Rep.Revoked And/Or Appointed

Sep 2, 2021

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Jun 30, 2021

Notice Of Approval Of Extension Request E-Mailed

Jun 28, 2021

Extension 2 Granted

Jun 28, 2021

Extension 2 Filed

Jun 28, 2021

Teas Extension Received

Jan 8, 2021

Notice Of Approval Of Extension Request E-Mailed

Jan 6, 2021

Extension 1 Granted

Jan 6, 2021

Extension 1 Filed

Jan 6, 2021

Teas Extension Received

Jul 7, 2020

Noa E-Mailed - Sou Required From Applicant

May 12, 2020

Official Gazette Publication Confirmation E-Mailed

May 12, 2020

Published For Opposition

Apr 22, 2020

Notification Of Notice Of Publication E-Mailed

Apr 8, 2020

Approved For Pub - Principal Register

Apr 7, 2020

Examiner's Amendment Entered

Apr 7, 2020

Notification Of Examiners Amendment E-Mailed

Apr 7, 2020

Examiners Amendment E-Mailed

Apr 7, 2020

Examiners Amendment -Written

Feb 20, 2020

Teas/Email Correspondence Entered

Feb 20, 2020

Correspondence Received In Law Office

Feb 20, 2020

Assigned To Lie

Feb 13, 2020

Teas Response To Office Action Received

Aug 13, 2019

Notification Of Non-Final Action E-Mailed

Aug 13, 2019

Non-Final Action E-Mailed

Aug 13, 2019

Non-Final Action Written

Aug 8, 2019

Assigned To Examiner

Jun 6, 2019

Notice Of Design Search Code E-Mailed

Jun 5, 2019

New Application Office Supplied Data Entered In Tram

May 24, 2019

New Application Entered In Tram