USPTO serial 88439576
Serial No. 88439576
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Feb 8, 2022
- Examiner
- MCCARTHY, JOSEPH PATRICK
- 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.
Elliott J. R. Church
Elliott J. R. Church KREIS, ENDERLE, HUDGINS & BORSOS, P.C.333 BRIDGE ST NW STE 900GRAND RAPIDS, MI 49504UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, asset management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, customer-relationship management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data integration; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-territory management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analytics, reporting, and visualization; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data security; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, mobile data access; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-data management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction validation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, consolidating and correlating asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data by sales territory; Downloadable computer software for tracking transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, generating reports on asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, contact management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, integrating third-party data with proprietary data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, client relationship management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, cleansing sales data by detecting and removing duplicate data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction reconciliation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, summarizing asset, entity and sales data by way of dashboards and traditional reports; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, measuring sales-data details; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing market-share data by zip code and sales territory; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying competitive financial goods and services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying optimal office locations for new marketing campaigns; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, correlating incoming data with existing data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing sales data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining and applying territory- and channel-management rules; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining sales territories based on line-of-business, company, geography, and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing, optimizing, and realigning sales territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing the potential effects of a realignment of sales-territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, providing a hierarchal view of relationships between companies, offices, representatives, and support staff; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, reading, transforming, and loading data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, manually reconciling transactions and other input that cannot be reconciled automatically; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, controlling how data is shared; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, assigning sales prospects using rules based on line-of-business, company, geography and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, setting sales goals and track production against territory assignments; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying high-potential sales prospects and track campaign effectiveness downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, implementing an account-servicing workflow; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, profiling, categorizing, and tracking investors | ACTIVE | Jul 20, 2021 |
| 035 | Management services for the financial-services industry, namely, customer-relationship management; sales-territory management being sales management services; analytics and reporting being statistical analysis and reporting services for business purposes; sales-data management being sales management services; contact management services being customer relationship management; transaction reconciliation services being administration and reconciliation of accounts on behalf of others | ACTIVE | Nov 22, 2018 |
| 036 | analysis and summarizing of asset, entity, and transaction data being financial data analysis; analysis and summarizing of asset, entity, and transaction data by sales territory being financial data analysis; tracking transaction data being financial data analysis; correlating incoming data with existing data being financial data analysis | ACTIVE | Nov 22, 2018 |
| 042 | Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for asset management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for customer-relationship management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data integration; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-territory management, analytics, reporting, and visualization; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data security; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for mobile data access; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-data management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction validation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to consolidate and correlate asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data by sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to track transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to generate reports on asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for contact management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to integrate third-party data with proprietary data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for client relationship management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to cleanse sales data by detecting and removing duplicate data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction reconciliation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to explore and drill-down into sales-data details, being sales data analytics; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze market-share data by zip code and sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify competitive financial goods and services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify optimal office locations for new marketing campaigns; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to correlate incoming data with existing data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing tools to analyze sales data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define and apply territory- and channel-management rules; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define sales territories based on line-of-business, company, geography, and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze, optimize, and realign sales territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze the potential effects of a realignment of sales-territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a hierarchal view of relationships between companies, offices, representatives, and support staff; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for 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; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to control how data is shared; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to assign sales prospects using rules based on line-of-business, company, geography and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to set sales goals and track production against territory assignments; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify high-potential sales prospects and track campaign effectiveness; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to implement an account-servicing workflow; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to profile, categorize, and track investors | ACTIVE | Nov 22, 2018 |
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 8, 2022 | 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. |
| Jan 5, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 5, 2022 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Jan 4, 2022 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Jan 4, 2022 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Jan 4, 2022 | EX3G | SOU EXTENSION 3 GRANTED | — |
| Jan 4, 2022 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Dec 27, 2021 | IUAF | USE AMENDMENT FILED | — |
| Dec 27, 2021 | EXT3 | SOU EXTENSION 3 FILED | — |
| Dec 27, 2021 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Dec 27, 2021 | 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. |
| 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 | — |
| Jun 30, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jun 28, 2021 | EX2G | SOU EXTENSION 2 GRANTED | — |
| Jun 28, 2021 | EXT2 | SOU EXTENSION 2 FILED | — |
| Jun 28, 2021 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jan 8, 2021 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jan 6, 2021 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jan 6, 2021 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jan 6, 2021 | EEXT | SOU TEAS EXTENSION RECEIVED | The applicant requested more time to file a Statement of Use before the Notice of Allowance deadline. Each extension typically adds six months. A limited number of extensions are available for intent-to-use applications not yet in use. |
| Jul 7, 2020 | 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. |
| May 12, 2020 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| May 12, 2020 | 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 22, 2020 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Apr 8, 2020 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Apr 7, 2020 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 7, 2020 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 7, 2020 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 7, 2020 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Feb 20, 2020 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 20, 2020 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 20, 2020 | ALIE | ASSIGNED TO LIE | — |
| Feb 13, 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. |
| Aug 13, 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. |
| Aug 13, 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. |
| Aug 13, 2019 | 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. |
| Aug 8, 2019 | DOCK | ASSIGNED TO EXAMINER | — |
| Jun 6, 2019 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jun 5, 2019 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| May 24, 2019 | NWAP | NEW APPLICATION ENTERED | — |