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PIEDMONT FUND SERVICES
Live/Pending
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER

record initialized not assigned to examiner

on 06 Nov 2024

Last Applicant/ Owned by

22201 Cooperative Way

Herndon

VA

20171

Serial Number

98840050 filed on 06th Nov 2024

Registration Number

N/A

Correspondent Address

Naresh Kilaru

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

PIEDMONT FUND SERVICES

Providing temporary use of online non-downloadable software for investor onboarding in the field of private funds asset management and investor screening; Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Providing temporary use of onl Read More

Classification Information


Class [045]
Personal & Legal & Social Services


Identification verification services, namely, providing authentication of personal identification information


First Use Date in General

30th Nov 2007

First Use Date in Commerce

30th Nov 2007

Class [042]
Computer & Software Services & Scientific Services


Providing temporary use of online non-downloadable software for investor onboarding in the field of private funds asset management and investor screening; Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Providing temporary use of online non-downloadable software for portfolio management, management, modification, and transmission of data, recording, viewing, storing, sharing, and analyzing data


First Use Date in General

30th Nov 2007

First Use Date in Commerce

30th Nov 2007

Class [036]
Insurance & Financial Services


Financial administration of funds and investments, namely, investment fund accounting, net asset value calculation and transfer agency services; taxation services, namely, tax payment processing services; investor reporting, namely, preparing and disseminating financial and investment information and reports to investors; financial valuation of assets; Financial services, namely, anti-money laundering services


First Use Date in General

30th Nov 2007

First Use Date in Commerce

30th Nov 2007

Class [009]
Computer & Software Products & Electrical & Scientific Products


Computer Software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting


First Use Date in General

30th Nov 2007

First Use Date in Commerce

30th Nov 2007

Class [035]
Advertising, Business & Retail Services


Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; financial and monetary affairs, namely, providing corporate action services


First Use Date in General

30th Nov 2007

First Use Date in Commerce

30th Nov 2007

Mark Details


Serial Number

No 98840050

Mark Type

No Service Mark

Attorney Docket Number

No 14659.0004

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 DateAction Taken
06th Nov 2024NEW APPLICATION ENTERED