APPROVED FOR PUBLICATION
on 23 Dec 2024
Last Applicant/ Owned by
Suite B200
Watertown
MA
02472
Serial Number
98435098 filed on 05th Mar 2024
Registration Number
N/A
Correspondent Address
Sara M. Bauer
Sara M. Bauer Womble Bond Dickinson (US) LLP
Independence Wharf, Suite 600
Boston, MA 02210
United States
Filing Basis
1. filed as use application
2. use application currently
Disclaimer
NO DATA
D
Design and development of computer software for others; Cloud computing featuring software for use by investment management financial professionals to facilitate front-office through back-office functions, namely, customer relationship management, deal management, investor relationship management, fundraising tracking, portfolio management, portfolio management, portfolio monitoring, fund and part Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Design and development of computer software for others; Cloud computing featuring software for use by investment management financial professionals to facilitate front-office through back-office functions, namely, customer relationship management, deal management, investor relationship management, fundraising tracking, portfolio management, portfolio management, portfolio monitoring, fund and partnership accounting, investment accounting, research management, investor and investment pipeline management, investment and operational due diligence, benchmarks and investment portfolio analytics, stakeholder commuications, portfolio monitoring, document and data collection and enrichment, and client reporting; Providing temporary use of non-downloadable cloud computing software for use in financial analysis, accounting, marketing, customer relationship management (CRM), deal management, fundraising, management, research management, and client reporting; Providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal
First Use Date in General
30th Jun 2008
First Use Date in Commerce
30th Jun 2008
Mark Details
Serial Number
No 98435098
Mark Type
No Service Mark
Attorney Docket Number
No 121292.3.2
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 |
|---|---|
| 23rd Dec 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 13th Nov 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 13th Nov 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 13th Nov 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 25th Sep 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 25th Sep 2024 | NON-FINAL ACTION WRITTEN |
| 25th Sep 2024 | NON-FINAL ACTION E-MAILED |
| 18th Sep 2024 | ASSIGNED TO EXAMINER |
| 17th Jul 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 05th Mar 2024 | NEW APPLICATION ENTERED |