CGI WEALTH360 - Trademark Details
Status: 705 - Partial Section 8 & 15 Accepted And Acknowledged
Serial Number
86057938
Registration Number
4782533
Word Mark
CGI WEALTH360
Status
705 - Partial Section 8 & 15 Accepted And Acknowledged
Status Date
2021-11-03
Filing Date
2013-09-06
Registration Number
4782533
Registration Date
2015-07-28
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2014-09-30
Attorney Name
Law Office Assigned Location Code
N10
Employee Name
TANNER, MICHAEL R
Statements
Goods and Services
[ (Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computation, electronic funds transfer, currency exchange management, and generation of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plans, including multi-currency capability for the financial services industry; computer software for conducting inventory control management; computer software for conducting and analyzing risk management in the fields of institutional investment dealers ]
Goods and Services
(Based on Use in Commerce) Investment fund record-keeping services, namely, maintaining and recording positions in stocks, bonds, funds and other securities, financial record-keeping for investment risk management, regulatory compliance purposes, and accounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, providing bookkeeping and administrative accounting services for mutual and investment fund managers, office functions in the nature of maintaining records of ownership of stocks, shares and securities for mutual and investment fund managers
Goods and Services
[ (Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, installation, maintenance and repair of computer hardware used with an investment accounting and management program ]
Goods and Services
(Based on Use in Commerce) Computer training, namely, training in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managers, administrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, providing training in the use and operation of investment fund record-keeping software
Goods and Services
(Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer program, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; information, installation, maintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual funds, segregated funds and labor sponsored funds, namely, design and development of computer software for others, support in the nature of troubleshooting and diagnosing computer software problems for others, remote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicing, namely, troubleshooting of software and hardware problems and repair of software defects for others; software as a service (SAAS) services featuring software for business accounting, investment portfolio record keeping and financial record keeping; technical support services in the form of troubleshooting of computer software problems; computer network security services in the nature of user authentication, activity logging and disaster recovery services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data services, namely, enforcing, restricting and controlling access privileges of users of computing resources for cloud, mobile or network resources based on assigned credentials, restricting access to and by computer networks to and of undesired web sites, media and individuals and facilities, computer disaster recovery planning, recovery of computer data and encrypted computer data
Pseudo Mark
CGI WEALTH 360
Pseudo Mark
CGI WEALTH 360
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
B - Sec. 8 - Class(es) in a Multiple Class registration -- Partial Cancellation
Class Status Date
2021-11-03
Primary Code
009
First Use Anywhere Date
2012-11-00
First Use In Commerce Date
2012-11-00
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2014-06-09
Primary Code
035
First Use Anywhere Date
2012-11-00
First Use In Commerce Date
2012-11-00
International Class
037 - Building construction; repair; installation services. - Building construction; repair; installation services.
US Class Codes
100, 103, 106
Class Status Code
B - Sec. 8 - Class(es) in a Multiple Class registration -- Partial Cancellation
Class Status Date
2021-11-03
Primary Code
037
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2013-09-16
Primary Code
041
First Use Anywhere Date
2012-11-00
First Use In Commerce Date
2012-11-00
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
2013-09-16
Primary Code
042
First Use Anywhere Date
2012-11-00
First Use In Commerce Date
2012-11-00
Current Trademark Owners
Trademark Owner History
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Adam D. Resnick
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship Type | Reel Number |
Prior Registration | 2445560 |
Prior Registration | 2445561 |
Prior Registration | 3539769 |
Prior Registration | 4247378 |
Foreign Application Information
Filing Date | Application Number | Country | Foreign Priority Claim In |
2013-03-06 | 011630175 | EM | True |
Trademark Events
Event Date | Event Description |
2013-09-10 | NEW APPLICATION ENTERED IN TRAM |
2013-09-16 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2013-09-17 | NOTICE OF PSEUDO MARK E-MAILED |
2013-12-17 | ASSIGNED TO EXAMINER |
2013-12-18 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
2013-12-18 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
2013-12-18 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
2013-12-18 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
2014-06-09 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2014-06-09 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2014-06-09 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2014-07-14 | FINAL REFUSAL WRITTEN |
2014-07-14 | FINAL REFUSAL E-MAILED |
2014-07-14 | NOTIFICATION OF FINAL REFUSAL EMAILED |
2014-08-13 | EXAMINERS AMENDMENT -WRITTEN |
2014-08-13 | EXAMINERS AMENDMENT E-MAILED |
2014-08-13 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2014-08-13 | EXAMINER'S AMENDMENT ENTERED |
2014-08-13 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2014-08-21 | ASSIGNED TO LIE |
2014-08-26 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2014-09-10 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2014-09-30 | PUBLISHED FOR OPPOSITION |
2014-09-30 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2014-11-25 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2015-05-19 | TEAS STATEMENT OF USE RECEIVED |
2015-06-15 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2015-05-19 | USE AMENDMENT FILED |
2015-06-19 | STATEMENT OF USE PROCESSING COMPLETE |
2015-06-19 | SU-EXAMINER'S AMENDMENT WRITTEN |
2015-06-19 | EXAMINERS AMENDMENT E-MAILED |
2015-06-19 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2015-06-19 | EXAMINER'S AMENDMENT ENTERED |
2015-06-19 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2015-06-20 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2015-07-28 | REGISTERED-PRINCIPAL REGISTER |
2019-03-27 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
2020-07-28 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2021-07-28 | TEAS SECTION 8 & 15 RECEIVED |
2021-11-03 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2021-11-03 | REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
2021-11-03 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |