USPTO serial 86589066
FUNDAPPS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 19, 2016
- Examiner
- WILLIS,PAMELA Y
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
Need help with FUNDAPPS?
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.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $548*
Plus Government fees of $1,700
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mainak H. Mehta
Mainak H. Mehta Procopio, Cory, Hargreaves & Savitch LLP525 B Street, Suite 2200San Diego, CA 92101United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software for use in processing financial data; Financial management software; Computer software for use in the management of financial information and of financial assets; computer software that provides web-based access to applications and services through a web operating system or portal interface; computer software used for business data processing; Data processing programs, in particular data processing programs relating to financial services; software for providing access to proprietary databases online; computer software for accessing databases of information relating to financial information | ACTIVE | — |
| 036 | [ Financial services, namely, portfolio management; Provision of financial services, namely, portfolio management by means of a global computer network or the internet; Financial analysis; Computerised financial analysis; Computerised financial information services; Financial information management and analysis services; monitoring of financial portfolios; Provision of financial information; Financial stock market information services; Financial asset evaluation; Financial information processing; Financial information provided by electronic means; Computer information services, namely, providing information relating to financial management information; Computerised information services, namely, providing information relating to financial business ] | SECTION 8 - CANCELLED | — |
| 042 | Design and development of computer hardware and software; computer programming; installation, maintenance and repair of computer software; computer consultancy and advisory services; consultancy related to the use of hosted computer services; software as a service (SAAS) services featuring software for monitoring portfolio compliance; design and development of computer software; computer project management services; technical support services, namely providing technical advice related the operation of hosted web services; design and development related to the automation of financial services back-office processes; computer services, namely, network design to facilitate the connection of users to financial exchanges, clearing houses and other central financial utilities; provision of non-downloadable software for use in monitoring portfolio compliance related to the investment management industry | 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 19, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 19, 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. |
| Dec 19, 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. |
| Dec 3, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Aug 21, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Apr 19, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 19, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jul 19, 2023 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jul 19, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 19, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jul 19, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| May 12, 2022 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| May 12, 2022 | 8.PR | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED | — |
| May 4, 2022 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Apr 14, 2022 | PRA8 | POST REGISTRATION ACTION MAILED - SEC. 8 | — |
| Apr 12, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Oct 15, 2021 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jun 11, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 11, 2021 | EWOR | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED | — |
| Jun 11, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| Jun 11, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 14, 2021 | WOAG | WITHDRAWAL OF ATTORNEY GRANTED | — |
| May 14, 2021 | WOAR | TEAS WITHDRAWAL OF ATTORNEY RECEIVED | — |
| May 11, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 11, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 11, 2021 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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. |
| May 11, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 11, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 19, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 31, 2017 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | 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 31, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 19, 2016 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Mar 15, 2016 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 12, 2016 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Feb 8, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 8, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 4, 2016 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 20, 2016 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jan 20, 2016 | 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. |
| Jan 20, 2016 | 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. |
| Dec 8, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 8, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 8, 2015 | ALIE | ASSIGNED TO LIE | — |
| Nov 20, 2015 | 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. |
| Jul 22, 2015 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | 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. |
| Jul 22, 2015 | GNRT | NON-FINAL ACTION E-MAILED | 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. |
| Jul 22, 2015 | 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. |
| Jul 15, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Apr 16, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Apr 15, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 10, 2015 | NWAP | NEW APPLICATION ENTERED | — |