USPTO serial 79372131
Reviewed by CopyMark Law Group
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Sara M. Bauer
Sara M. Bauer Womble Bond Dickinson (US) LLP470 Atlantic Ave, Suite 600Independence WharfBoston, MA 02210| Class | Description | Status | First use |
|---|---|---|---|
| 009 | downloadable computer software for the use in the provision of customer lifecycle management services offered by financial institutions namely, customer and product onboarding, loan origination and product provisioning; downloadable computer software for regulatory compliance with financial crime regulations; downloadable computer programs for the use in the provision of customer lifecycle management services offered by financial institutions which include customer and product onboarding, loan origination and product provisioning; downloadable computer programs for regulatory compliance with financial crime regulations; computer operating programs, namely, recorded computer operating programs; downloadable computer operating software; downloadable computer application operating software; downloadable communications software data communication in the nature of transmitting and sharing data and information; downloadable computer software for use in electronic storage of data; downloadable computer interface software for use in electronic storage of data; downloadable computer software development tools for use in electronic storage of financial and regulatory data; downloadable computer software packages in the nature of recorded software for use in electronic storage of data; downloadable computer software platforms for use in electronic storage of data; pre-recorded software for use in electronic storage of data; downloadable computer software for business purposes in the nature of downloadable project management software in the field of business; software downloadable from the internet in the nature of downloadable project management software in the field of finance, regulatory compliance, financial services regulatory compliance, client lifecycle management, customer on-boarding services, know your customer management services, financial crime risk management, ESG compliance and anti-money laundering compliance; downloadable computer firmware for use in database management in the field of finance; downloadable computer software for storing and managing authentication credentials | ACTIVE | — |
| 036 | Financial services, namely, assisting financial institutions to transform the end-to-end client lifecycle experience, future-proof regulatory compliance and enhance operational efficiencies; capital investments; financial evaluation advisory services; financial management services; providing financial information via a website; financing services, namely, financial advisory and consultancy services and assisting financial institutions in detecting a wide range of suspicious transaction activity in real-time | ACTIVE | — |
| 042 | Computer programming; computer programming services; computer software design; installation of computer software; maintenance and repair of computer software; updating of computer software; editing of computer software and computer programs; computer software consultancy; computer system design; computer systems analysis; data conversion of computer programs and data other than physical conversion; hosting a computer website portal in the nature of websites for others; computer systems and computer hardware design; computer programming for others; computer software design for others; computer software research; computer software analysis in the nature of research pertaining to computer software; customization of computer software; design and development of computer hardware and software; creating, maintaining and hosting a website portal for others; design services; technical support services for others, namely, computer hardware and software systems onboarding installations, and providing assistance with computer software upgrades and computer software configuration; providing online non-downloadable software in the nature of provision of computer software for onboarding and troubleshooting data sets, and for operating being management of data sets in a data base, for control of data being management of data and information in a database and for monitoring and processing data in a databases for financial institutions; providing on-line non-downloadable software for use in the provision of customer lifecycle management services offered by financial institutions which include customer and product onboarding, loan origination and product provisioning; providing online non-downloadable computer software for regulatory compliance with financial crime regulations and for accessing, reading, and tracking financial standards and assisting organizations in streamlining financial documentation, audit trails, and reporting; providing on-line non-downloadable software tools for risk assessment of financial data in the field of regulatory compliance; providing online non-downloadable operating software and and online non-downloadable software tools for regulatory compliance; providing online non-downloadable software compliance diagnostic software tools, all the foregoing for use by financial institutions in monitoring and tracking regulatory compliance and in the identifying and assessing of compliance-related risks, and in creating reports relating thereto; consultancy, advisory and information services for all of the above services; providing online non-downloadable computer software for the use in the provision of customer lifecycle management services offered by financial institutions which include customer and product onboarding, loan origination and product provisioning; providing online non- downloadable computer software for regulatory compliance with financial crime regulations; providing non- downloadable computer application software; providing online non-downloadable communications software for data communication in the nature of transmitting and sharing data and information; providing online non-downloadable computer interface software for use in electronic storage of data; providing online non-downloadable software development tools for use in electronic storage of financial and regulatory data; providing online non-downloadable computer software packages in the nature of recorded software for use in electronic storage of data; providing online non-downloadable computer software platforms for use in electronic storage of data; providing online non-downloadable interface software for use as an application programming interface (API) | ACTIVE | — |
| 045 | Regulatory compliance auditing for financial institutions; regulatory compliance services in the nature of regulatory compliance advisory and consulting services for financial institutions; reviewing standards and practices to identify and assess compliance related risks in the field of financial services institutions laws and regulations; identification verification services in the nature of verification of personal identity, namely, providing physical authentication of personal identification information for use regulatory compliance with financial crime regulations as part of a personal background investigation in relation thereto; regulatory compliance consulting services directed towards finance and banking businesses in the nature of reviewing business requirements for businesses to meet regulatory requirements, risk assessment in the nature of identifying higher risk parties in customer and supplier onboarding, third party anti-corruption and anti-bribery due diligence and monitoring services, and other related banking, tax and financial regulatory compliance review and consultation; consultancy, advisory and information services for all of the above services | ACTIVE | — |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 6, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Aug 6, 2024 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive. |
| May 21, 2024 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 21, 2024 | PUBO | PUBLISHED FOR OPPOSITION | Your mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance. |
| May 1, 2024 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 16, 2024 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 16, 2024 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 16, 2024 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 16, 2024 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 16, 2024 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Mar 14, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 13, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 13, 2024 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | This event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action. |
| Oct 11, 2023 | RFNT | REFUSAL PROCESSED BY IB | — |
| Sep 17, 2023 | RFCS | NON-FINAL ACTION MAILED - REFUSAL SENT TO IB | — |
| Sep 17, 2023 | RFRR | REFUSAL PROCESSED BY MPU | — |
| Aug 26, 2023 | RFCR | NON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW | — |
| Aug 25, 2023 | CNRT | NON-FINAL ACTION WRITTEN | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Aug 18, 2023 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 20, 2023 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Jun 16, 2023 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jun 15, 2023 | REPR | SN ASSIGNED FOR SECT 66A APPL FROM IB | — |