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1R FIRST RATE
Live/Registered
REGISTERED

on 11 Oct 2022

Last Applicant/ Owned by

1903 Ascension Blvd.

Arlington

TX

76006

Serial Number

90323826 filed on 17th Nov 2020

Registration Number

6868676 registered on 11th Oct 2022

in the Principal Register

Correspondent Address

Jon Jekel

FISH & RICHARDSON, P.C.

P.O. BOX 1022

MINNEAPOLIS, MN 55402

Filing Basis

1. use application currently

Disclaimer

NO DATA

1R FIRST RATE

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 The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with theRead More

Classification Information


Class [036]
Insurance & Financial Services


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


First Use Date in General

01st Jan 2017

First Use Date in Commerce

01st Jan 2017

Class [041]
Education and Entertainment Services


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


First Use Date in General

01st Jan 2017

First Use Date in Commerce

01st Jan 2017

Class [042]
Computer & Software Services & Scientific Services


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


First Use Date in General

01st Jan 2017

First Use Date in Commerce

01st Jan 2017

Mark Details


Serial Number

No 90323826

Mark Type

No Service Mark

Attorney Docket Number

No 144880062001

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.09.01 -

Squares as carriers or squares as single or multiple line borders

Description of Design Search

The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with the left arm in dark blue which is reflected as the number one. The surrounding box is in dark blue.

Legal History


Show more

Status DateAction Taken
11th Oct 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
11th Oct 2022REGISTERED-PRINCIPAL REGISTER
26th Jul 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
26th Jul 2022PUBLISHED FOR OPPOSITION
06th Jul 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
23rd Jun 2022APPROVED FOR PUB - PRINCIPAL REGISTER
22nd Jun 2022TEAS/EMAIL CORRESPONDENCE ENTERED
22nd Jun 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
22nd Jun 2022TEAS REQUEST FOR RECONSIDERATION RECEIVED
31st May 2022NOTIFICATION OF SUBSEQUENT FINAL EMAILED