USPTO serial 97137796
MERGER IQ
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 20, 2023
- Examiner
- KLEINMAN, CORINNE ANNE
- 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.
Cathleen E. Stadecker
Cathleen E. Stadecker DOWNS RACHLIN MARTIN PLLC199 MAIN STREET, PO BOX 190BURLINGTON, VT 05402-0190United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Business consulting services; Business consulting services in the fields of customer relationship management (CRM), customer support, customer training, customer engagement, customer conversion, and customer migration; Business consulting services in the field of mergers and acquisitions; Business data analysis in the nature of business performance data analytics services to third parties; Consumer strategy business consulting in the fields of banking and product design, particularly specializing in customer behavior and support; Outsource service provider in the field of business analytics; Business information services in the field of mergers and acquisitions; all of the foregoing in the field of customer relationship management (CRM) | ACTIVE | May 18, 2022 |
| 036 | Banking services; Financial consulting and advice; Financial analysis and consultation; Financial portfolio analysis services; Investment management; Financial due diligence; Financial risk management consultation; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions, and business valuations; Strategic corporate financial advisory services; all of the foregoing in the field of customer relationship management (CRM) | ACTIVE | May 18, 2022 |
| 042 | Software as a Service (SaaS) services featuring software for electronic banking; Software as a Service (SaaS) services featuring software for fraud management, identity theft protection, user behavior monitoring, and anti-money laundering management; Software as a Service (SaaS) services featuring software for creating electronic forms, electronic signature processing, financial messaging, financial account reconciliation, and reporting, financial accounting and account opening, financial data aggregation, collections services; Software as a Service (SaaS) services featuring software for use in customer relationship management (CRM), customer support, customer training, customer engagement, customer conversion, customer migration and related performance analytics; Software as a Service (SaaS) services featuring software for workflow management and business process automation; Software as a Service (SaaS) services featuring software for interfacing and facilitating communication between applications; Electronic monitoring of banking activity to detect fraud via the internet; all of the foregoing in the field of customer relationship management (CRM) | ACTIVE | May 18, 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 Bottomline Technologies, Inc.
- Other trademarks owned by Bottomline Technologies, Inc.
- Other trademarks owned by Bottomline Technologies, Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 042
- Similar marks named MERGER IQ
- Recently changed USPTO trademarks
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- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jan 2, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jan 2, 2024 | 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. |
| Jan 2, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jan 2, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jan 2, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 20, 2023 | NRCC | NOTICE OF REGISTRATION CONFIRMATION EMAILED | — |
| Jun 20, 2023 | 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 16, 2023 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| May 15, 2023 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 17, 2023 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 17, 2023 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 28, 2023 | IUAF | USE AMENDMENT FILED | — |
| Mar 28, 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. |
| Mar 21, 2023 | 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 5, 2023 | ETOP | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED | — |
| Jan 10, 2023 | CHPB | POST PUBLICATION AMENDMENT - ENTERED | — |
| Jan 6, 2023 | APET | ASSIGNED TO PETITION STAFF | — |
| Dec 8, 2022 | EPPA | TEAS POST PUBLICATION AMENDMENT RECEIVED | — |
| Nov 8, 2022 | ETOF | EXTENSION OF TIME TO OPPOSE RECEIVED | — |
| Oct 11, 2022 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Oct 11, 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. |
| Sep 21, 2022 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Sep 8, 2022 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 8, 2022 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Sep 8, 2022 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Sep 8, 2022 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Sep 8, 2022 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Sep 1, 2022 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 29, 2021 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 25, 2021 | NWAP | NEW APPLICATION ENTERED | — |