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NIM-OS
Live/Pending
NOTICE OF ALLOWANCE - ISSUED

issued

on 10 Sep 2024

Last Applicant/ Owned by

One Financial Center, 5th Floor

Boston

MA

02011

Serial Number

97780534 filed on 03rd Feb 2023

Registration Number

N/A

Correspondent Address

Nicole Kinsley

Nicole Kinsley FOLEY HOAG LLP

SEAPORT WORLD TRADE CENTER WEST

BOSTON, MA 02210-2600

United States

Filing Basis

1. intent to use

2. intent to use current

Disclaimer

NO DATA

NIM-OS

Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consu Read More

Classification Information


Class [045]
Personal & Legal & Social Services


Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through providing advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [042]
Computer & Software Services & Scientific Services


Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [037]
Construction and Repair Services


Installation, maintenance and repair of computer hardware; IT consulting services relating to installation, maintenance and repair of computer hardware


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [036]
Insurance & Financial Services


Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios


First Use Date in General

N/A

First Use Date in Commerce

N/A

Class [035]
Advertising, Business & Retail Services


Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing


First Use Date in General

N/A

First Use Date in Commerce

N/A

Mark Details


Serial Number

No 97780534

Mark Type

No Service Mark

Attorney Docket Number

No

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


Show more

Status DateAction Taken
10th Sep 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
16th Jul 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
16th Jul 2024PUBLISHED FOR OPPOSITION
26th Jun 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07th Jun 2024APPROVED FOR PUB - PRINCIPAL REGISTER
05th Jun 2024TEAS REQUEST FOR RECONSIDERATION RECEIVED
05th Jun 2024TEAS/EMAIL CORRESPONDENCE ENTERED
05th Jun 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
06th Mar 2024NOTIFICATION OF FINAL REFUSAL EMAILED
06th Mar 2024FINAL REFUSAL E-MAILED