USPTO serial 90323826
1R FIRST RATE
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 11, 2022
- Examiner
- BROWNING, LUKE CASH
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six. Calendar Section 8 between years five and six, and consider trademark monitoring.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Jon Jekel
Jon Jekel FISH & RICHARDSON, P.C.P.O. BOX 1022MINNEAPOLIS, MN 55402UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes | ACTIVE | Jan 1, 2017 |
| 041 | Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management | ACTIVE | Jan 1, 2017 |
| 042 | Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector | ACTIVE | Jan 1, 2017 |
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 First Rate IP, LLC
- Other trademarks owned by First Rate IP, LLC
- Other trademarks owned by First Rate IP, LLC
- Other trademarks in Class 036
- Other trademarks in Class 041
- Other trademarks in Class 042
- Similar marks named 1R FIRST RATE
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 11, 2022 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Oct 11, 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. |
| Jul 26, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jul 26, 2022 | 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. |
| Jul 6, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Jun 23, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Jun 22, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jun 22, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jun 22, 2022 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| May 31, 2022 | GNS1 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED | — |
| May 31, 2022 | GNCF | CONTINUATION OF FINAL REFUSAL E-MAILED | — |
| May 31, 2022 | CNCF | ACTION CONTINUING A FINAL - COMPLETED | — |
| May 18, 2022 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 17, 2022 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 17, 2022 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Nov 17, 2021 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Nov 17, 2021 | GNFR | FINAL REFUSAL E-MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 17, 2021 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Nov 11, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 11, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 11, 2021 | 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. |
| May 11, 2021 | 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. |
| May 11, 2021 | 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. |
| May 11, 2021 | 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. |
| Apr 28, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 16, 2021 | MDSC | NOTICE OF DESIGN SEARCH CODE E-MAILED | — |
| Jan 15, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 20, 2020 | NWAP | NEW APPLICATION ENTERED | — |