Trademark: 90323826
Word
1R FIRST RATE
Status
Registered
Status Code
700
Status Date
Tuesday, October 11, 2022
Serial Number
90323826
Registration Number
6868676
Registration Date
Tuesday, October 11, 2022
Mark Type
3000
Filing Date
Tuesday, November 17, 2020
Published for Opposition
Tuesday, July 26, 2022

Trademark Owner History
First Rate IP, LLC - Original Registrant

Classifications
41 Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management
36 Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
42 Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with the left arm in dark blue which is reflected as the number one. The surrounding box is in dark blue.
As to "FIRST RATE"
The color(s) dark blue, green, and white is/are claimed as a feature of the mark.

Trademark Events
Oct 11, 2022
Notice Of Registration Confirmation Emailed
Oct 11, 2022
Registered-Principal Register
Jul 26, 2022
Official Gazette Publication Confirmation E-Mailed
Jul 26, 2022
Published For Opposition
Jul 6, 2022
Notification Of Notice Of Publication E-Mailed
Jun 23, 2022
Approved For Pub - Principal Register
Jun 22, 2022
Teas/Email Correspondence Entered
Jun 22, 2022
Correspondence Received In Law Office
Jun 22, 2022
Teas Request For Reconsideration Received
May 31, 2022
Notification Of Subsequent Final Emailed
May 31, 2022
Continuation Of Final Refusal E-Mailed
May 31, 2022
Action Continuing A Final - Completed
May 18, 2022
Teas/Email Correspondence Entered
May 17, 2022
Correspondence Received In Law Office
May 17, 2022
Teas Request For Reconsideration Received
Nov 17, 2021
Notification Of Final Refusal Emailed
Nov 17, 2021
Final Refusal E-Mailed
Nov 17, 2021
Final Refusal Written
Nov 11, 2021
Teas/Email Correspondence Entered
Nov 11, 2021
Correspondence Received In Law Office
Nov 11, 2021
Teas Response To Office Action Received
May 11, 2021
Notification Of Non-Final Action E-Mailed
May 11, 2021
Non-Final Action E-Mailed
May 11, 2021
Non-Final Action Written
Apr 28, 2021
Assigned To Examiner
Jan 16, 2021
Notice Of Design Search Code E-Mailed
Jan 15, 2021
New Application Office Supplied Data Entered In Tram
Nov 20, 2020
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24