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Live/Registered
SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

accepted and acknowledged

on 07 Jul 2023

Last Applicant/ Owned by

233 South Wacker Drive, Suite 3960

Chicago

IL

60606

Serial Number

87061116 filed on 06th Jun 2016

Registration Number

5128000 registered on 24th Jan 2017

in the Principal Register

Correspondent Address

Mark A. Paskar

Bryan Cave Leighton Paisner LLP

211 NORTH BROADWAY, SUITE 3600

St. Louis MO 63102

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

NO DATA

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Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; Providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; ProvidRead More

Classification Information


Class [042]
Computer & Software Services & Scientific Services


Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; Providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management; Providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal; Providing temporary use of non-downloadable computer software for web site development


First Use Date in General

15th Jul 2003

First Use Date in Commerce

15th Jul 2003

Class [009]
Computer & Software Products & Electrical & Scientific Products


Downloadable mobile applications for use in customer relationship management (CRM), investor relationship management, and client reporting; Downloadable mobile applications for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, and investment portfolio management


First Use Date in General

12th Sep 2014

First Use Date in Commerce

12th Sep 2014

Mark Details


Serial Number

No 87061116

Mark Type

No Service Mark

Attorney Docket Number

No 3009446.7

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


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Status DateAction Taken
28th Feb 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07th Jul 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07th Jul 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
07th Jul 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
12th Jan 2023TEAS SECTION 8 & 15 RECEIVED
24th Jan 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
24th Jan 2017REGISTERED-PRINCIPAL REGISTER
08th Nov 2016PUBLISHED FOR OPPOSITION
08th Nov 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
19th Oct 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED