USPTO serial 86750323
FINCAD
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 15, 2017
- Examiner
- THOMAS, JULIE
- Law office
- TMEG LAW OFFICE 107
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.
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Owner
Surrey, British Columb, CA
Surrey, British Columb, CA
New York, NY, US
SURREY, BRITISH COLUMBIA, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Matthew L. Frisbee
Matthew L. Frisbee LEASON ELLIS LLPOne North Lexington Ave., Suite 1200WHITE PLAINS, NY 10601United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | a suite of computer software for use by financial professionals providing a wide range of financial analytic tools, namely, tools for valuing portfolios, measuring risk, performing scenario analysis, determining value at risk, generating cash flow projections and modelling financial instruments; computer software for use by traders, fund managers, institutional investors and brokers for performing financial calculations; computer software for performing financial analysis of fixed income securities and derivatives; computer software for assessing risk of investments; computer software for valuing financial investments; computer software for evaluating market risk, interest rate risk and credit risk; computer software for warehousing financial data; computer software for debt and investment planning; computer software for cash flow monitoring and forecasting; computer software for back office financial operations, namely, position keeping, clearance, settlement, regulatory compliance, tax handling, risk margining, and reporting; computer software for use in developing computer software applications relating to finance and developing computer software applications that perform financial calculations; library of computer software modules for performing quantitative financial calculations for use in developing finance-related computer software applications; computer software for use by financial professionals in the field of managing portfolios of financial assets; computer software, namely, add-in to computer spreadsheet software providing enhanced quantitative financial calculation functions; computer software for use in managing positions in currencies, interest rates, commodities, equities and options; downloadable electronic newsletters in the field of finance and finance-related computer software; downloadable electronic manuals and user guides for finance-related computer software; downloadable electronic documentation regarding mathematical models of financial instruments | ACTIVE | Nov 30, 2014 |
| 035 | providing subscriptions to remotely hosted financial computing resources by way of the internet; business project management services in the field of financial computing systems | ACTIVE | Nov 30, 2014 |
| 036 | consulting services in the field of analysis and evaluation of financial instruments; consulting services in the field of hedge accounting compliance; consulting services in the field of financial risk assessment; consulting services in the field of financial risk management and derivatives strategies; consulting services in the field of financial derivatives and financial portfolios; consulting services in the field of valuation of financial assets including financial securities and derivatives; financial services in the field of quantitative financial analysis; consulting services in the field of financial analysis; providing financial information by electronic means, namely, online databases, Web sites, Web feeds, and email | ACTIVE | Nov 30, 2014 |
| 038 | providing online access by way of the internet to a computer system for performing financial calculations; providing online access to finance- related computer software applications | ACTIVE | Nov 30, 2014 |
| 041 | training courses related to financial computation and analysis; providing non-downloadable electronic newsletters delivered by email in the field of finance and finance-related computer software; providing non-downloadable electronic manuals and user guides delivered by email for finance-related computer software; providing non-downloadable electronic documentation delivered by email regarding mathematical models of financial instruments | ACTIVE | Nov 30, 2014 |
| 042 | software as a service (SAAS) services featuring software for performing financial analysis of fixed income securities and derivatives, software for assessing risk of investments, software for valuing financial investments, software for evaluating market risk, interest rate risk and credit risk, software for hedge accounting, and software for back office financial operations, namely, position keeping, clearance, settlement, regulatory compliance, tax handling, risk margining, and reporting; computer software services, namely, design and development of custom computer software for use by financial professionals in managing portfolios of financial assets; computer systems services, namely, design and implementation of financial computing systems; computer systems services, namely, maintaining and operating computer systems running finance-related computer applications; computer systems services, namely, acting as an application service provider in the field of financial computing; computer software services, namely, upgrading, updating and maintaining finance-related computer software; consulting services in the field of design and application of finance-related computer software; providing online information regarding the development of finance-related computer software applications | ACTIVE | Nov 30, 2014 |
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 FinancialCAD Corporation
- Other trademarks owned by FinancialCAD Corporation
- Other trademarks owned by NUMERIX LLC
- Other trademarks owned by FinancialCAD Corporation
- Other trademarks in Class 009
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 038
- Other trademarks in Class 041
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Aug 15, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 17, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 17, 2025 | 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 17, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 7, 2025 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 7, 2025 | 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 7, 2025 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 7, 2025 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 7, 2025 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 19, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Mar 19, 2024 | 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. |
| Mar 19, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Mar 19, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Mar 19, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 6, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Feb 6, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 27, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jan 10, 2024 | EROP | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED | — |
| Dec 20, 2023 | PR23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 | — |
| Dec 20, 2023 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 28, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 26, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 26, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 26, 2023 | EWOR | TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED | — |
| Jun 26, 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. |
| Jun 26, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 19, 2023 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| May 19, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 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. |
| May 19, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| May 19, 2023 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 15, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 18, 2019 | 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. |
| Sep 18, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 2, 2019 | 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. |
| Aug 2, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Feb 2, 2018 | 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. |
| Feb 2, 2018 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 31, 2018 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 1, 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. |
| Sep 1, 2017 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Aug 15, 2017 | 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 30, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 30, 2017 | 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 10, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 26, 2017 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Apr 14, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 11, 2017 | DMCC | DATA MODIFICATION COMPLETED | — |
| Apr 6, 2017 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 5, 2017 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 5, 2017 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Mar 6, 2017 | GNS2 | NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED | — |
| Mar 6, 2017 | GNSI | INQUIRY TO SUSPENSION E-MAILED | — |
| Mar 6, 2017 | CNSI | SUSPENSION INQUIRY WRITTEN | — |
| Jan 25, 2017 | RCCK | SUSPENSION CHECKED - TO ATTORNEY FOR ACTION | — |
| Jan 24, 2017 | ALIE | ASSIGNED TO LIE | — |
| Jul 13, 2016 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Jul 13, 2016 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Jul 13, 2016 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Jun 17, 2016 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 16, 2016 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 16, 2016 | 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 26, 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. |
| Dec 26, 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. |
| Dec 26, 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. |
| Dec 18, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Sep 12, 2015 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Sep 11, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Sep 11, 2015 | NWAP | NEW APPLICATION ENTERED | — |