USPTO serial 87256823
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Elliott J. R. Church
Elliott J. R. Church KREIS, ENDERLE, HUDGINS & BORSOS, P.C.333 BRIDGE ST NW STE 900GRAND RAPIDS, MI 49504UNITED STATES| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Software 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 investors | ACTIVE | Sep 1, 1998 |
| 035 | Management 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 investors | ACTIVE | Sep 1, 1998 |
| 042 | Software-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 investors | ACTIVE | Sep 1, 1998 |
CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.
| Date | Code | Event | What it means |
|---|---|---|---|
| Jul 11, 2026 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jan 5, 2024 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jan 5, 2024 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jan 5, 2024 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jul 11, 2023 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 11, 2022 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Sep 2, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 2, 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. |
| Sep 2, 2021 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 11, 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. |
| Apr 25, 2017 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Apr 25, 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. |
| Apr 5, 2017 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Mar 15, 2017 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 8, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Dec 9, 2016 | MPMK | NOTICE OF PSEUDO MARK E-MAILED | — |
| Dec 8, 2016 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Dec 8, 2016 | NWAP | NEW APPLICATION ENTERED | — |