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USPTO serial 87256809

SALESPAGE

Reviewed by CopyMark Law Group

Reg. 5240893Status 702Renewal
Filing date
Status date
Registration date
Jul 11, 2017
Examiner
KLINE, MATTHEW
Law office
TMEG LAW OFFICE 103

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.

Status 702: Status 702 means the registration is active, Section 8 was accepted, and a Section 15 declaration of incontestability was also accepted. Incontestability strengthens your rights by limiting certain challenges after five years of continuous use.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Elliott J. R. Church

Elliott J. R. Church KREIS, ENDERLE, HUDGINS & BORSOS, P.C.333 BRIDGE ST NW STE 900GRAND RAPIDS, MI 49504UNITED STATES

Goods and services

ClassDescriptionStatusFirst use
009Software for the financial-services industry, providing features and functions to facilitate sales, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investorsACTIVESep 1, 1998
035Management services for the financial-services industry, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investorsACTIVESep 1, 1998
042Software-as-a-service ("SaaS") services for the financial-services industry, provided by way of non-downloadable software accessible on web-based and mobile platforms by way of a global computer network, namely: asset management; customer-relationship management; data integration; sales-territory management; analytics, reporting, and visualization; data security; mobile data access; sales-data management; transaction validation services; providing a means to consolidate and correlate asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data; providing a means to analyze and summarize asset, entity, and transaction data by sales territory; providing a means to track transaction data; providing a means to generate reports on asset, entity, and transaction data; contact management services; providing a means to integrate third-party data with proprietary data; client relationship management services; providing a means to cleanse sales data by detecting and removing duplicate data; transaction reconciliation services; facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; providing a means to explore and drill-down into sales-data details; providing a means to analyze market-share data by zip code and sales territory; providing a means to identify competitive financial goods and services; providing a means to identify optimal office locations for new marketing campaigns; providing a means to correlate incoming data with existing data; providing tools to analyze sales data; providing a means to define and apply territory- and channel-management rules; providing a means to define sales territories based on line-of-business, company, geography, and/or sales channel; providing a means to analyze, optimize, and realign sales territory boundaries; providing a means to analyze the potential effects of a realignment of sales-territory boundaries; providing a hierarchal view of relationships between companies, offices, representatives, and support staff; providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; providing a means to control how data is shared; providing a means to assign sales prospects using rules based on line-of-business, company, geography and/or sales channel; providing a means to set sales goals and track production against territory assignments; providing a means to identify high-potential sales prospects and track campaign effectiveness; providing a means to implement an account-servicing workflow; providing a means to profile, categorize, and track investorsACTIVESep 1, 1998

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

DateCodeEventWhat it means
Jul 11, 2026REM2COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED—
Jan 5, 2024NA85NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED—
Jan 5, 2024C15AREGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.—
Jan 5, 2024APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Jul 11, 2023E815TEAS SECTION 8 & 15 RECEIVED—
Jul 11, 2022REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED—
Sep 2, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Sep 2, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis 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 2, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jul 11, 2017R.PRREGISTERED-PRINCIPAL REGISTERYour 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.
Apr 25, 2017NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Apr 25, 2017PUBOPUBLISHED FOR OPPOSITIONYour 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.
Apr 5, 2017NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Mar 15, 2017CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Mar 8, 2017DOCKASSIGNED TO EXAMINER—
Dec 9, 2016MPMKNOTICE OF PSEUDO MARK E-MAILED—
Dec 8, 2016NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Dec 8, 2016NWAPNEW APPLICATION ENTERED—

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