SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 07 Jul 2023
Last Applicant/ Owned by
233 South Wacker Drive, Suite 3960
Chicago
IL
60606
Serial Number
87061116 filed on 06th Jun 2016
Registration Number
5128000 registered on 24th Jan 2017
Correspondent Address
Mark A. Paskar
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
BACKSTOP
Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; Providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; Provid Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; Providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; Providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal; Providing temporary use of non-downloadable computer software for web site development
First Use Date in General
15th Jul 2003
First Use Date in Commerce
15th Jul 2003
Class [009]
Computer & Software Products & Electrical & Scientific Products
Downloadable mobile applications for use in customer relationship management (CRM), investor relationship management, and client reporting; Downloadable mobile applications for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management
First Use Date in General
12th Sep 2014
First Use Date in Commerce
12th Sep 2014
Mark Details
Serial Number
No 87061116
Mark Type
No Service Mark
Attorney Docket Number
No 3009446.7
44D Filed
No
44D Current
No
44E filed
No
44E Current
No
66A Filed
No
66A Current
No
Current Basis
No
No Basis
No
Legal History
| Status Date | Action Taken |
|---|---|
| 09th Oct 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 28th Feb 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 07th Jul 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 07th Jul 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 07th Jul 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 12th Jan 2023 | TEAS SECTION 8 & 15 RECEIVED |
| 24th Jan 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 24th Jan 2017 | REGISTERED-PRINCIPAL REGISTER |
| 08th Nov 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 08th Nov 2016 | PUBLISHED FOR OPPOSITION |