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TSRTRAX
Live/Pending
PUBLICATION/ISSUE REVIEW COMPLETE

on 31 Dec 2024

Last Applicant/ Owned by

1330 St. Mary's Street, Suite 400

Raleigh

NC

27605

Serial Number

98376925 filed on 26th Jan 2024

Registration Number

N/A

Correspondent Address

Devon E. White

Devon E. White Wyrick Robbins Yates & Ponton LLP

Raleigh, NC 27607

United States

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

TSRTRAX

Software as a service (saas) services featuring cloud-based software for use by asset managers and financial institutions to aid in financial asset reporting, regulatory compliance consulting and testing, and financial portfolio compliance management; Design and development of computer hardware and software Business consulting services in relation to database management, job and workflow manageme Read More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Software as a service (saas) services featuring cloud-based software for use by asset managers and financial institutions to aid in financial asset reporting, regulatory compliance consulting and testing, and financial portfolio compliance management; Design and development of computer hardware and software


First Use Date in General

31st Dec 2022

First Use Date in Commerce

31st Dec 2022

Class [035]
Advertising, Business & Retail Services


Business consulting services in relation to database management, job and workflow management, regulatory compliance and filing management, and data retention management; Business consulting services, namely, consulting on business management aspects of regulatory compliance for companies in the investment management industry; Financial recordkeeping for regulatory compliance purposes; Business consultation in the fields of federal securities regulations, investment advisory and investment company compliance activities; Business administration services, namely, the compilation, preparation, maintenance, and filing offederal securities regulatory documentation


First Use Date in General

31st Dec 2022

First Use Date in Commerce

31st Dec 2022

Mark Details


Serial Number

No 98376925

Mark Type

No Service Mark

Attorney Docket Number

No 025017.0007

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
27th Dec 2024APPROVED FOR PUB - PRINCIPAL REGISTER
27th Dec 2024EXAMINER'S AMENDMENT ENTERED
27th Dec 2024EXAMINERS AMENDMENT -WRITTEN
27th Dec 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
27th Dec 2024EXAMINERS AMENDMENT E-MAILED
14th Nov 2024FINAL REFUSAL WRITTEN
14th Nov 2024FINAL REFUSAL E-MAILED
14th Nov 2024NOTIFICATION OF FINAL REFUSAL EMAILED
02th Oct 2024TEAS/EMAIL CORRESPONDENCE ENTERED
01st Oct 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED