CLIENT360 - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 78458411
Serial Number
78458411
Registration Number
3099175
Word Mark
CLIENT360
Status
800 - Registered And Renewed
Status Date
2016-08-22
Filing Date
2004-07-28
Registration Number
3099175
Registration Date
2006-05-30
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2005-11-01
Attorney Name
Louis J. Franco
Law Office Assigned Location Code
M10
Employee Name
FINE, STEVEN R
Statements
Goods and Services
PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS
Goods and Services
PROVIDING TEMPORARY USE OF NON-DOWNLOADABLE COMPUTER SOFTWARE BY AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES FOR VIEWING FINANCIAL ACCOUNT DATA AND RELEVANT NON-FINANCIAL INFORMATION ABOUT THEIR CLIENTS, FOR FACILITATING ANALYSES OF THEIR CLIENTS' HOLDINGS AND FINANCIAL POSITIONS, AND FOR CONDUCTING ALL CLIENT-BASED WORKFLOW FROM ONE CENTRAL LOCATION
Pseudo Mark
CLIENT 360
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2004-08-09
Primary Code
036
First Use Anywhere Date
2004-08-02
First Use In Commerce Date
2004-08-02
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2005-08-26
Primary Code
042
First Use Anywhere Date
2004-08-02
First Use In Commerce Date
2004-08-02
Current Trademark Owners
Party Name
ADVISOR360, LLC
Party Type
33 - 3rd New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
ADVISOR360, LLC
Party Type
33 - 3rd New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Commonwealth Equity Services, Inc.
Party Type
32 - 2nd New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Commonwealth Equity Services, LLP
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
99 - Other (LIMITED LIABILITY PARTNERSHIP).
Address
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Party Name
Commonwealth Equity Services, LLP
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (LIMITED LIABILITY PARTNERSHIP).
Address
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Party Name
Commonwealth Equity Services, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Commonwealth Equity Services, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Louis J. Franco
Address
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Trademark Events
Event DateEvent Description
2004-08-09NEW APPLICATION ENTERED IN TRAM
2005-03-02ASSIGNED TO EXAMINER
2005-03-17NON-FINAL ACTION WRITTEN
2005-03-17NON-FINAL ACTION MAILED
2005-08-19TEAS RESPONSE TO OFFICE ACTION RECEIVED
2005-08-19CORRESPONDENCE RECEIVED IN LAW OFFICE
2005-08-26TEAS/EMAIL CORRESPONDENCE ENTERED
2005-08-29APPROVED FOR PUB - PRINCIPAL REGISTER
2005-09-02ASSIGNED TO LIE
2005-09-08LAW OFFICE PUBLICATION REVIEW COMPLETED
2005-10-12NOTICE OF PUBLICATION
2005-11-01PUBLISHED FOR OPPOSITION
2006-01-24NOA MAILED - SOU REQUIRED FROM APPLICANT
2006-02-17TEAS STATEMENT OF USE RECEIVED
2006-02-17USE AMENDMENT FILED
2006-03-04STATEMENT OF USE PROCESSING COMPLETE
2006-04-04ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2006-04-07ASSIGNED TO LIE
2006-04-14LAW OFFICE REGISTRATION REVIEW COMPLETED
2006-05-30REGISTERED-PRINCIPAL REGISTER
2012-05-30TEAS SECTION 8 & 15 RECEIVED
2012-06-07CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2012-06-18POST REGISTRATION ACTION MAILED - SEC. 8 & 15
2012-12-17TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
2012-12-19ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2013-05-02CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2012-05-30REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
2013-05-08REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2013-05-08NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
2016-05-31TEAS CHANGE OF CORRESPONDENCE RECEIVED
2016-05-31TEAS SECTION 8 & 9 RECEIVED
2016-08-22CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2016-08-22REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2016-08-22REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2016-08-22NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
2019-09-25AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP