USPTO serial 99478171
INNOVEST
Reviewed by CopyMark Law Group
Status 661
- Filing date
- Status date
- Registration date
- —
- Examiner
- LEVINE, HOWARD B
- Law office
- TMO LAW OFFICE 115
What this means
This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael Lazzara
Michael Lazzara Leech Tishman Fuscaldo & Lampl, LLC28th Floor525 William Penn PlacePittsburgh, PA 15219Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Administration, billing and reconciliation of accounts on behalf of others for trust and wealth management firms; order fulfillment services, financial administration of employee benefit plans, preparing income tax calculations, reporting and remittance of account payments, maintenance of tax tables, tax form management, tiered approval business management in the field of payment processing for payment processing providers; financial recordkeeping, property tax management, records management services, namely, document indexing for others, brokerage services in the field of oil, gas and mineral assets, procurement, namely, purchasing oil, gas and mineral resources for others, all for trust account firms holding mineral, oil and gas interests. | ACTIVE | Dec 31, 1999 |
| 036 | Cash management, financial asset management in the nature of setup and maintenance, financial securities administration in the nature of custody processing and settlement, mutual fund administration in the nature of processing and settlement, financial management in the field of corporate income, dividends and mergers, all for trust and wealth investment firms; financial asset payment change management, Office of Foreign Assets Control (OFAC) processing in the field of financial asset management, investment account reconciliation, check monitoring, dormant and unclaimed account escheatment support, Automated Clearing House (ACH) processing and fulfilment in the field of financial asset payment processing, wire payment processing and fulfilment, check processing and fulfilment, and tax payment remittance for payment processing providers; negotiating land leases for drilling purposes, financial valuation of mines, minerals, oil, and gas, revenue release and production payouts, mineral, oil, and gas revenue and expense processing and reporting, management of new trust accounts and oil, gas and mineral assets accounts featuring setup and maintenance, drilling fee payment processing, management of investment accounts featuring account closures, all for trust account firms holding mineral, oil and gas interests; investment portfolio management, real estate property management, financial risk assessment, financial valuation, review and appraisal of real estate, farms and ranches, administration of investment accounts featuring account setup and maintenance, financial services namely investment account distribution processing, investment asset setup and account maintenance, Financial services, namely, coordination, within a single account, of an investment portfolio's tax management needs, investment account management services featuring insurance verification and tracking, ownership verification, loan amortizations, escrows and payoffs, oversight of third-party investment managers, revenue and expense processing, revenue tracking, compliance document management, delinquency tracking, disbursement management, loan processing, and reporting for real estate, loan, mortgage and farm, ranch and timber asset investment firms. | ACTIVE | Dec 31, 1999 |
| 037 | Investment building and property maintenance for real estate, loan, mortgage, and farm, ranch and timber asset investment firms. | ACTIVE | Dec 31, 1999 |
| 039 | Delivery of goods by mail order for payment processing providers. | ACTIVE | Dec 31, 1999 |
| 040 | Printing services for payment processing providers. | ACTIVE | Dec 31, 1999 |
| 042 | Providing temporary use of non-downloadable online trust accounting software in the fields of wealth management, retirement accounts, portfolio management, collective funds management, payments and statements, tax forms, unique asset accounting, registered investment advisor (RIA) services, corporate compliance, trade order management, portfolio modeling, asset allocation, asset rebalancing, cash management, mutual fund trading, securities trading, custody and pricing performance measurement, tax management, tax reporting, principal and income accounting and reclassification, individual retirement account (IRA) support, Employee Retirement Income Security Act (ERISA) support, required minimum distribution (RMD) support, education and training in the field of trust accounting, account management, client onboarding, fee modeling, billing, aggregation and shadow accounting, workflow management, householding, reporting, and consolidated reporting. | ACTIVE | Dec 31, 1999 |
| 045 | Legal consulting services in the field of tracking of foreign and domestic government regulatory requirements, for obtaining permits for drilling, regulatory compliance consultancy, legal services verifying and auditing ownership interests, decimal verification, distribution and termination interests in new drilling ventures, of all for trust account firms holding mineral, oil and gas interests. | ACTIVE | Dec 31, 1999 |
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 SS&C Technologies, Inc.
- Other trademarks in Class 035
- Other trademarks in Class 036
- Other trademarks in Class 037
- Other trademarks in Class 039
- Other trademarks in Class 040
- Other trademarks in Class 042
- Other trademarks in Class 045
- Similar marks named INNOVEST
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Sep 23, 2026 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Sep 23, 2026 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Sep 23, 2026 | 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. |
| Jun 22, 2026 | XELG | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED | — |
| Jun 22, 2026 | XELR | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED | — |
| Mar 23, 2026 | 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. |
| Mar 23, 2026 | 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. |
| Mar 23, 2026 | 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. |
| Mar 17, 2026 | DOCK | ASSIGNED TO EXAMINER | — |
| Feb 11, 2026 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Nov 4, 2025 | MAFR | APPLICATION FILING RECEIPT MAILED | — |
| Nov 4, 2025 | NWAP | NEW APPLICATION ENTERED | — |