USPTO serial 86057938
CGI WEALTH360
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 28, 2015
- Examiner
- TANNER, MICHAEL R
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.
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Owner
Montreal, Quebec, CA
Montreal, Quebec, CA
Montreal, Quebec, CA
MONTREAL, QUEBEC, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Adam D. Resnick
Adam D. Resnick MOSAIC LEGAL GROUP, PLLC4300 Fordham Road, N.W., Suite 250WASHINGTON, DC 20016-1950United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | [ (Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computation, electronic funds transfer, currency exchange management, and generation of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plans, including multi-currency capability for the financial services industry; computer software for conducting inventory control management; computer software for conducting and analyzing risk management in the fields of institutional investment dealers ] | SECTION 8 - CANCELLED | — |
| 035 | (Based on Use in Commerce) Investment fund record-keeping services, namely, maintaining and recording positions in stocks, bonds, funds and other securities, financial record-keeping for investment risk management, regulatory compliance purposes, and accounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, providing bookkeeping and administrative accounting services for mutual and investment fund managers, office functions in the nature of maintaining records of ownership of stocks, shares and securities for mutual and investment fund managers | ACTIVE | — |
| 037 | [ (Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, installation, maintenance and repair of computer hardware used with an investment accounting and management program ] | SECTION 8 - CANCELLED | — |
| 041 | (Based on Use in Commerce) Computer training, namely, training in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managers, administrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, providing training in the use and operation of investment fund record-keeping software | ACTIVE | — |
| 042 | (Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; information, installation, maintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicing, namely, troubleshooting of software and hardware problems and repair of software defects for others; software as a service (SAAS) services featuring software for business accounting, investment portfolio record keeping and financial record keeping; technical support services in the form of troubleshooting of computer software problems; computer network security services in the nature of user authentication, activity logging and disaster recovery services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data | ACTIVE | — |
Related trademarks
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
- Other trademarks owned by CGI Group Inc.
- Other trademarks owned by CGI Group Inc.
- Other trademarks owned by CGI Group Inc.
- Other trademarks owned by CGI INC.
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 037
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named CGI WEALTH360
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Nov 13, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Nov 13, 2025 | RNL1 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active. |
| Nov 13, 2025 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary. |
| Nov 13, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 28, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 28, 2024 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 3, 2021 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Nov 3, 2021 | C15P | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Nov 3, 2021 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 28, 2021 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 28, 2020 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Mar 27, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 28, 2015 | 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. |
| Jun 20, 2015 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jun 19, 2015 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jun 19, 2015 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Jun 19, 2015 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Jun 19, 2015 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Jun 19, 2015 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Jun 19, 2015 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jun 15, 2015 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| May 19, 2015 | IUAF | USE AMENDMENT FILED | — |
| May 19, 2015 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Nov 25, 2014 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Sep 30, 2014 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Sep 30, 2014 | 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. |
| Sep 10, 2014 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Aug 26, 2014 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Aug 21, 2014 | ALIE | ASSIGNED TO LIE | — |
| Aug 13, 2014 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Aug 13, 2014 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Aug 13, 2014 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Aug 13, 2014 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Aug 13, 2014 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jul 14, 2014 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 14, 2014 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jul 14, 2014 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jun 9, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 9, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 9, 2014 | 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. |
| Dec 18, 2013 | GEAN | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Dec 18, 2013 | GEAP | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED | — |
| Dec 18, 2013 | EPEN | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY | — |
| Dec 18, 2013 | CPEA | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED | — |
| Dec 17, 2013 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 17, 2013 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Sep 16, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 10, 2013 | NWAP | NEW APPLICATION ENTERED | — |