SAF PLATFORM - Trademark Details
Status: 700 - Registered
Serial Number
87000493
Registration Number
5351345
Word Mark
SAF PLATFORM
Status
700 - Registered
Status Date
2017-12-05
Filing Date
2016-04-14
Registration Number
5351345
Registration Date
2017-12-05
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2016-11-15
Attorney Name
Law Office Assigned Location Code
L70
Employee Name
THOMAS, JULIE
Statements
Disclaimer with Predetermined Text
"PLATFORM"
Goods and Services
Proprietary technology platform for computers and mobile devices, namely, software that allows alternative investment firms/managers/funds to interact and transact with all investors in those funds/firms/managers; technology, namely, software that acts as a third-party marketplace for creating a point of sales; technology, namely, software that provides a streamlined process represented as a transaction "button" that provides the ability to initiate an investment transaction; computer application software for mobile devices that provides integration optionality with content databases of customer relationship management (CRM)-based web sites and organizations within the financial services industry, specifically but not holistically, custodians, DTCC, transfer agents/administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms
Goods and Services
Providing reporting information for fund managers and investors, namely, information in the field of investment performance in the financial industry related to platform-specific alternative products; providing API-based transfers, namely, electronic funds transfer; providing financial information in the field of general market trends or news in the field of finance
Goods and Services
Providing a website featuring technology and software that allows for alternative fund products or other platform specific products to the financial industry to be transacted on and distributed/marketed through a proprietary technology platform; midstream technology services, namely, providing a data driven, cloud-based, interactive web-site, platform as a service (PAAS) and software as a service (SAAS) featuring computer software that provides integration optionality with content databases of CRM-based web sites and organizations within the financial services industry, specifically but not holistically, custodians, DTCC, transfer agents/administrators, portfolio reporting software, fund prime brokers, and third-party reporting firms; automated digitization of transactional documents related to the investment funds and investment firms, to be executed and distributed among financial institutions involved in each transaction
Pseudo Mark
STRATEGIC ALTERNATIVE FUNDS PLATFORM
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
6 - Active
Class Status Date
2016-04-19
Primary Code
009
First Use Anywhere Date
2017-01-01
First Use In Commerce Date
2017-01-01
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
2016-04-19
Primary Code
036
First Use Anywhere Date
2017-01-01
First Use In Commerce Date
2017-01-01
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
2016-09-10
Primary Code
042
First Use Anywhere Date
2017-01-01
First Use In Commerce Date
2017-01-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Beth H. Alter
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2016-04-18 | NEW APPLICATION ENTERED IN TRAM |
| 2016-04-19 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2016-04-20 | NOTICE OF PSEUDO MARK MAILED |
| 2016-07-29 | ASSIGNED TO EXAMINER |
| 2016-08-10 | PRIORITY ACTION WRITTEN |
| 2016-08-10 | PRIORITY ACTION MAILED |
| 2016-09-08 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2016-09-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2016-09-10 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2016-09-29 | EXAMINERS AMENDMENT -WRITTEN |
| 2016-09-29 | EXAMINER'S AMENDMENT ENTERED |
| 2016-09-30 | EXAMINERS AMENDMENT MAILED |
| 2016-09-30 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2016-10-26 | NOTICE OF PUBLICATION |
| 2016-11-15 | PUBLISHED FOR OPPOSITION |
| 2017-01-10 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| 2017-01-27 | TEAS STATEMENT OF USE RECEIVED |
| 2017-02-14 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2017-01-27 | USE AMENDMENT FILED |
| 2017-02-14 | STATEMENT OF USE PROCESSING COMPLETE |
| 2017-03-21 | SU - NON-FINAL ACTION - WRITTEN |
| 2017-03-21 | NON-FINAL ACTION MAILED |
| 2017-09-15 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2017-09-15 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-09-16 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-10-31 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2017-11-01 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| 2017-12-05 | REGISTERED-PRINCIPAL REGISTER |
| 2020-12-22 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2020-12-22 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2020-12-22 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2020-12-22 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2020-12-22 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
