USPTO serial 87846824
INDATA IPM PORTFOLIO ARCHITECT AI
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 30, 2020
- Examiner
- KENEALY, NATALIE LANGFORD
- 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
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Edward M. Weisz
Edward M. Weisz COZEN O'CONNOR175 Greenwich Street, 55th Floor3 World Trade CenterNEW YORK, NY 10007Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, monitoring of portfolio performance for institutional investors and others | ACTIVE | Apr 1, 2018 |
| 042 | Application service provider (ASP) featuring software for use in securities investment research, monitoring and management; Providing on-line non-downloadable computer software for money management, monitoring of portfolio performance, and/or securities trading management, all for use by financial institutions | ACTIVE | Apr 1, 2018 |
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 Indata Services Co., LLC
- Other trademarks owned by Indata Services Co., LLC
- Other trademarks owned by Indata Services Co., LLC
- Other trademarks in Class 036
- Other trademarks in Class 042
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 30, 2025 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Dec 21, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 21, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 21, 2020 | 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. |
| Dec 21, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 21, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Dec 15, 2020 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Dec 15, 2020 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Dec 15, 2020 | 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. |
| Dec 15, 2020 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 15, 2020 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 30, 2020 | 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 28, 2020 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 27, 2020 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 27, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| May 27, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| May 27, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| May 27, 2020 | SNEA | SU-EXAMINER'S AMENDMENT WRITTEN | — |
| Apr 27, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Apr 27, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Apr 27, 2020 | ALIE | ASSIGNED TO LIE | — |
| Apr 22, 2020 | 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 3, 2019 | 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 3, 2019 | 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 3, 2019 | CNRT | SU - 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. |
| Oct 31, 2019 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Oct 31, 2019 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Oct 16, 2019 | IUAF | USE AMENDMENT FILED | — |
| Oct 16, 2019 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Apr 16, 2019 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Feb 19, 2019 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Feb 19, 2019 | 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. |
| Jan 30, 2019 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jan 3, 2019 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 19, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Dec 18, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Dec 18, 2018 | 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 16, 2018 | 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 16, 2018 | 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 16, 2018 | 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 9, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Mar 30, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Mar 27, 2018 | NWAP | NEW APPLICATION ENTERED | — |