USPTO serial 90654838
SEE CLEARLY. ACT CONFIDENTLY.
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Apr 2, 2024
- Examiner
- YARD, JOHN S
- 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
Chicago, IL, US
Chicago, IL, US
Chicago, IL, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Nicholas B. Hawkins
Nicholas B. Hawkins WOMBLE BOND DICKINSON (US) LLP100 LIGHT STREET26TH FLOORBALTIMORE, MD 60603Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 009 | Downloadable computer software for use in managing a financial portfolio, namely, software that provides information about and executes counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular profit and loss (PandL) calculations, transaction history; Downloadable computer software for use in placing and managing orders for financial transactions, namely, for use in executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; Downloadable computer software for use in managing financial transactions, namely, for use in fund accounting, fund reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; downloadable computer software for risk management of investments, investment risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; Downloadable computer software for visual analysis of financial and portfolio data | ACTIVE | Aug 5, 2022 |
| 036 | Middle-Office and Back-Office Services for the asset management industry, namely, financial transaction reconciliation in the form of reconciliation of securities and option trades | ACTIVE | Aug 5, 2022 |
| 042 | Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in investment and portfolio management; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in portfolio management, namely, for counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular PandL calculations, transaction history; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in the order and execution of financial transactions, namely, executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for managing investment fund accounting, namely, reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for use in risk assessment, namely, risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; data warehousing; Application platform as a service (APAAS) and platform as a service (PAAS) featuring software platforms for visual analysis of financial and portfolio data; Providing temporary use of online non-downloadable software for use in managing a financial portfolio, namely, software that provides information about and executes counter-party integration, market data integration, over-the-counter (OTC) valuations, OTC margin calculations, instrument valuations, portfolio valuations, cash flow analysis, price sourcing, factor model integration, liquidity analysis, custom instrument tagging, fixed income calculations, trade and position reporting, allocation e-mails, reconciliation services, intraday and end-of-day affirmation and confirmation, tax lot management, foreign exchange (FX) exposure, FX relief, trade currency normalization, maturity and expiration management, hierarchy allocation, counter-party exposure, corporate action processing, dividend and interest withholding calculations, granular profit and loss (PandL) calculations, transaction history; Providing temporary use of online non-downloadable software for use in placing and managing orders for financial transactions, namely, for use in executing broker integration, alternative trading system integration, regulatory reporting, pre- and post-trade compliance, portfolio rebalancing, portfolio adjustments, order communication and scheduling, conditional alerting, position reporting, order quantity calculators, allocation schemes, short locates, end-of-day trade delivery, trade blotter, and multi asset class coverage; Providing temporary use of online non-downloadable software for use in managing financial transactions, namely, for use in fund accounting, fund reporting, double-entry general ledger, balance sheets, trial balances, profit and loss (PandL) statements and cash flows, net asset value (NAV) calculations, accrual and expense management, cash management, collateral management, net and gross fund return calculation, interest calculations, collateral management, chart of accounts, cash management, bond amortization and accretion, interest calculation, NAV per share calculations, accruals and expenses; Providing temporary use of online non-downloadable software for risk management of investments, investment risk exposure calculation, financial instrument exposures, portfolio stress testing, currency exposure, value at risk (VaR) analysis, conditional value at risk (CVaR) analysis, option trading exposures, liquidity analysis; Providing temporary use of online non-downloadable software for visual analysis of financial and portfolio data | ACTIVE | Aug 5, 2022 |
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 Enfusion Ltd. LLC
- Other trademarks owned by Enfusion Ltd. LLC
- Other trademarks owned by Enfusion Ltd. LLC
- Other trademarks in Class 009
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named SEE CLEARLY. ACT CONFIDENTLY.
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 22, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Sep 9, 2026 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Apr 2, 2024 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Apr 2, 2024 | 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. |
| Feb 29, 2024 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Feb 28, 2024 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Feb 27, 2024 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 27, 2024 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 27, 2024 | ALIE | ASSIGNED TO LIE | — |
| Oct 5, 2023 | 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. |
| Oct 4, 2023 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Jun 30, 2023 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jun 30, 2023 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Apr 6, 2023 | 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. |
| Apr 6, 2023 | 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. |
| Apr 6, 2023 | 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. |
| Feb 21, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Feb 21, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Jan 27, 2023 | IUAF | USE AMENDMENT FILED | — |
| Jan 27, 2023 | 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. |
| Aug 2, 2022 | EXRA | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED | — |
| Jul 29, 2022 | EX1G | SOU EXTENSION 1 GRANTED | — |
| Jul 29, 2022 | EXT1 | SOU EXTENSION 1 FILED | — |
| Jul 29, 2022 | 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. |
| Feb 1, 2022 | 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. |
| Dec 7, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Dec 7, 2021 | 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. |
| Nov 17, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Nov 3, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Nov 2, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Nov 2, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Nov 2, 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. |
| Sep 30, 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. |
| Sep 30, 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. |
| Sep 30, 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. |
| Sep 29, 2021 | DOCK | ASSIGNED TO EXAMINER | — |
| Jul 26, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Apr 22, 2021 | NWAP | NEW APPLICATION ENTERED | — |