SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED
accepted and acknowledged
on 18 Jul 2020
Last Applicant/ Owned by
570 Washington Blvd.
Jersey City
NJ
07310
Serial Number
85782334 filed on 19th Nov 2012
Registration Number
4585199 registered on 12th Aug 2014
Correspondent Address
Carrie Webb Olson
Filing Basis
1. intent to use
2. use application currently
Disclaimer
NO DATA
SECURING TODAY. SHAPING TOMORROW.
Non-downloadable online software that enables insurance distributors and carriers to electronically exhange imaged documents, signatures, forms, and other types of data relating to annuity and life insurance information; Non-downloadable online software that automates and standardizes invoices and fee data to mutual funds, facilitates fee payments between mutual funds and their intermediaries, and Read More
Classification Information
Class [042]
Computer & Software Services & Scientific Services
Non-downloadable online software that enables insurance distributors and carriers to electronically exhange imaged documents, signatures, forms, and other types of data relating to annuity and life insurance information; Non-downloadable online software that automates and standardizes invoices and fee data to mutual funds, facilitates fee payments between mutual funds and their intermediaries, and automates settlement of mutual fund fees; Non-downloadable online software that automates and standardizes commission payments for broker-dealers; Non-downloadable online software that reconciles financial records between mutual funds and brokers; Application service provider (asp) featuring software for use in the insurance industry, namely, software that facilitates the exchange of information between insurance carriers and distributors for insurance contract-related changes including broker/dealer, registered representative and broker identification number (bin) changes; Application service provider (asp) featuring software for use in the insurance industry, namely, software that enables insurance product distributors to enter requests to carriers for appointments and appointment terminations, producer terminations, address changes, representative identification number changes and license confirmations, and provides for money settlement between parties for licensing- and appointment-related fees
First Use Date in General
31st Dec 2012
First Use Date in Commerce
31st Dec 2012
Class [038]
Communications Services
Electronic messaging services, namely, transmission of messages concerning client account information, trades, purchases, redemptions and exchange orders of securities, confirmations, account registration and settlement, all pertaining to financial transactions, via a global computer network; providing electronic transmission of account information to mutual funds; electronic transmission and receipt of industry standard loan messages for agents and lenders in the syndicated loan market
First Use Date in General
31st Dec 2012
First Use Date in Commerce
31st Dec 2012
Class [036]
Insurance & Financial Services
Providing information in the fields of finance, financial consulting, and financial analysis; providing financial information for investment portfolio management; providing financial transactional information relating to client accounts, dividends, trades, purchases, redemptions, and exchange orders; electronic financial trade processing services, namely, trade comparison, confirmation, clearance, and settlement; financial products custody, namely, maintaining possession of financial assets for others for financial management purposes; financial asset servicing, namely, principal and income distribution, processing of corporate action financial transactions, withholding tax debiting services, processing, and custody of collateral loans and repurchase agreements; and providing financial information and databases of financial information with respect to securities and financial products; business liquidation services in the form of facilitating liquidations resulting from a default by a financial services firm; providing and arranging financing for purposes of the settlement of positions on behalf of distressed financial services firms; providing financial analysis of financial delivery obligations to distressed financial services firms; financial analysis of liquidity requirements for distressed financial services firm; business liquidation services in the form of redistributing securities among financial services firms as part of a liquidation of a distressed financial services firm; financial analysis and calculations of caps of financing requirements for financial services firms; Financial transaction services, namely, facilitating the secure submission of invoices and fee data to mutual funds; mutual fund advisory services, namely, providing and standardizing mutual fund information and customer information in the field of finance; electronic loan payment processing services, namely, providing loan reconciliation services between agents and lenders in the syndicated loan market; payment processing services, namely, electronically facilitating commission payments for broker-dealers and reconciliation of financial records between mutual funds and brokers; Financial analysis and consultation services, namely, analyzing, validating, and reporting changes to the capital structure or financial position of an issuer of a security that affect any of the securities it has issued; Providing financial information, namely, providing transactional settlement and commercial transaction information relating to mutual funds for the purpose of ensuring transparency in the sub-accounts of an omnibus account
First Use Date in General
31st Dec 2012
First Use Date in Commerce
31st Dec 2012
Class [035]
Advertising, Business & Retail Services
Systemization and compilation of data concerning business and financial information; business services, namely, electronic data collection, data submission and confirmation services for business purposes between distributors and carriers of insurance products
First Use Date in General
31st Dec 2012
First Use Date in Commerce
31st Dec 2012
Mark Details
Serial Number
No 85782334
Mark Type
No Service Mark
Attorney Docket Number
No 420217052720
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 |
|---|---|
| 12th Aug 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 10th May 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 10th May 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 10th May 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 10th May 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 10th May 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 18th Jul 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 18th Jul 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 18th Jul 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| 01st May 2020 | TEAS SECTION 8 & 15 RECEIVED |