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PP
Live/Registered
REGISTERED

on 15 Nov 2022

Last Applicant/ Owned by

17901 Von Karman Avenue, Suite 1200

Irvine

CA

92614

Serial Number

90977857 filed on 22nd Mar 2021

Registration Number

6902964 registered on 15th Nov 2022

in the Principal Register

Correspondent Address

Daniel C. Neustadt

Daniel C. Neustadt

800 17TH STREET NW, SUITE 1100

WASHINGTON, DC 20006

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

PP

Downloadable computer software and applications for mobile devices for use in account opening, maintenance, instructions in the fields of finance and investment; downloadable computer software and applications for mobile devices featuring technology that guides users through the alternative investment process; downloadable computer software and applications for mobile devices for facilitating and Read More

Classification Information


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


Downloadable computer software and applications for mobile devices for use in account opening, maintenance, instructions in the fields of finance and investment; downloadable computer software and applications for mobile devices featuring technology that guides users through the alternative investment process; downloadable computer software and applications for mobile devices for facilitating and administering banking, payment by credit card, debit card, or payment card, automatic teller machine services, stored value card services, electronic funds transfer services, electronic payment services, electronic processing and transmission of bill payment data, cash disbursement services, transaction authentication services, routing, authorization and settlement services, digital wallet services, and fraud detection and control services; charge cards, bank cards, credit cards, debit cards, chip cards, stored value cards, electronic data carrier cards, and payment cards all encoded


First Use Date in General

28th Aug 2002

First Use Date in Commerce

28th Aug 2002

Class [036]
Insurance & Financial Services


Banking services; escrow banking services; financing services; real estate loan financing on residential and commercial real estate; loan financing for construction of residential and commercial real estate; home equity loan financing; home owner association and property banking services; warehouse mortgage lending services; franchise capital financing services; savings and checking account services; online banking services; electronic payment services, namely, electronic processing and transmission of bill payment data; Financial custody services, namely, financial investment services to clients and client advisors relating to custodial accounts and custody transitions; providing an internet website portal featuring information relating to alternative investments; investment administration of retirement plans for others; consulting services in the field of financial custody services; Trust services, namely, investment and trust company services; estate trust planning and management; financial trust planning, operations and administration; trust management accounts; real estate investment trust services; real estate investment trust advisory and management services; financial services, namely, alternative asset custodian services in the nature of self-directed investment retirement accounts; providing an interactive website featuring information in the fields of finance and investment; financial analysis services featuring debt and credit analysis


First Use Date in General

28th Aug 2002

First Use Date in Commerce

28th Aug 2002

Class [042]
Computer & Software Services & Scientific Services


Software as a service (SaaS) featuring software for use in account opening, maintenance, instructions in the fields of finance and investment; providing a web site featuring technology that guides users through the alternative investment process; software as a service (SaaS) featuring software for use in facilitating and administering banking, payment by credit card, debit card, or payment card, automatic teller machine services, stored value card services, electronic funds transfer services, electronic payment services, electronic processing and transmission of bill payment data, cash disbursement services, transaction authentication services, routing, authorization and settlement services, digital wallet services, and fraud detection and control services; computer services, namely, providing an interactive web site featuring technology that allows users to manage financial accounts and connections to existing and emerging application programming interfaces (APIs)


First Use Date in General

23rd Nov 2002

First Use Date in Commerce

23rd Nov 2002

Mark Details


Serial Number

No 90977857

Mark Type

No Service Mark

Attorney Docket Number

No 166359.00005

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.11.01 -

Rectangles as carriers or rectangles as single or multiple line borders

Legal History


Show more

Status DateAction Taken
15th Nov 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
15th Nov 2022REGISTERED-PRINCIPAL REGISTER
13th Oct 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12th Oct 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12th Oct 2022ASSIGNED TO EXAMINER
17th Aug 2022NOTICE OF DESIGN SEARCH CODE E-MAILED
16th Aug 2022STATEMENT OF USE PROCESSING COMPLETE
16th Aug 2022DIVISIONAL PROCESSING COMPLETE
16th Aug 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
25th Jul 2022USE AMENDMENT FILED