USPTO serial 86856025
FUNDKEEPER
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Aug 9, 2016
- Examiner
- SAPP, HEATHER
- 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.
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Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Computer software and documentation distributed therewith used by brokerage firms, RIAs, trust departments and other financial intermediaries for mutual fund subaccounting and sub-transfer agency functions | ACTIVE | Nov 1, 2015 |
| 036 | Back office mutual fund operations and security settlement for brokerage firms, RIAs, trust departments and other financial intermediaries | ACTIVE | Nov 1, 2015 |
| 042 | Computer services, namely, customizing, designing and programming mutual fund subaccounting and sub transfer agent systems for others | ACTIVE | Nov 1, 2015 |
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 ENVISION FINANCIAL SYSTEMS, INC.
- Other trademarks owned by Cerebus LLC
- Other trademarks owned by Cerebus LLC
- Other trademarks owned by Cerebus LLC
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named FUNDKEEPER
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 11, 2025 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Dec 11, 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 11, 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 11, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Sep 1, 2025 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Aug 9, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jun 6, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 3, 2023 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Jan 3, 2023 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Dec 28, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 5, 2022 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jun 27, 2022 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 27, 2022 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 27, 2022 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Aug 9, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 9, 2016 | 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 24, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 24, 2016 | 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 4, 2016 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 14, 2016 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 7, 2016 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 1, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Dec 31, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 28, 2015 | NWAP | NEW APPLICATION ENTERED | — |