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FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS
Live/Registered
REGISTERED

on 17 Nov 2020

Last Applicant/ Owned by

1676 N. California Blvd., Ste. 300

Walnut Creek

CA

94596

Serial Number

88344344 filed on 18th Mar 2019

Registration Number

6201180 registered on 17th Nov 2020

in the Principal Register

Correspondent Address

Katherine A. Keating

Bryan Cave Leighton Paisner LLP

Three Embarcadero Center, 7th Floor

San Francisco, CA 94111

Filing Basis

1. intent to use

2. use application currently

Disclaimer

"FINANCIAL" OR "TECHNOLOGY SOLUTIONS"

FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS

software as a service (SaaS) services featuring software for use by the financial services industry in loan pricing, profitability analysis, asset liability management reporting and analysis, financial portfolio analysis for financial institutions, financial risk analysis, financial risk management, credit risk management, risk management, regulatory compliance, stress testing loan portfolios of fRead More

Classification Information


Class [045]
Personal & Legal & Social Services


regulatory compliance consulting services in the field of finance and banking


First Use Date in General

11th Jun 2019

First Use Date in Commerce

11th Jun 2019

Class [042]
Computer & Software Services & Scientific Services


software as a service (SaaS) services featuring software for use by the financial services industry in loan pricing, profitability analysis, asset liability management reporting and analysis, financial portfolio analysis for financial institutions, financial risk analysis, financial risk management, credit risk management, risk management, regulatory compliance, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing


First Use Date in General

11th Jun 2019

First Use Date in Commerce

11th Jun 2019

Class [036]
Insurance & Financial Services


loan and portfolio financial management for financial institutions; loan pricing services, namely, providing information to financial institutions to assist in setting loan prices; asset liability management reporting and analysis, namely, analyzing and reporting on the process of a financial institution's management of assets and cash flows to reduce the institution's risk of loss; financial risk management consulting; financial risk analysis; credit risk management consulting; risk management consulting; financial risk assessment services, namely, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing


First Use Date in General

11th Jun 2019

First Use Date in Commerce

11th Jun 2019

Class [035]
Advertising, Business & Retail Services


consulting and information concerning accounting; business consulting and information services; business risk management consulting; business consulting services, namely, analyzing the profitability of financial institutions


First Use Date in General

11th Jun 2019

First Use Date in Commerce

11th Jun 2019

Mark Details


Serial Number

No 88344344

Mark Type

No Service Mark

Attorney Docket Number

No 1077455.8

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
17th Nov 2020REGISTERED-PRINCIPAL REGISTER
13th Oct 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10th Oct 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
19th Sep 2020NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
18th Sep 2020CASE ASSIGNED TO INTENT TO USE PARALEGAL
18th Sep 2020SOU EXTENSION 1 GRANTED
18th Sep 2020STATEMENT OF USE PROCESSING COMPLETE
10th Sep 2020TEAS STATEMENT OF USE RECEIVED
10th Sep 2020SOU TEAS EXTENSION RECEIVED
10th Sep 2020SOU EXTENSION 1 FILED