POWERING ALTERNATIVE INVESTMENTS - Trademark Details
Status: 700 - Registered
Serial Number
87318548
Registration Number
5548283
Word Mark
POWERING ALTERNATIVE INVESTMENTS
Status
700 - Registered
Status Date
2018-08-28
Filing Date
2017-01-30
Registration Number
5548283
Registration Date
2018-08-28
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-06-12
Attorney Name
Law Office Assigned Location Code
M60
Employee Name
LEIPZIG, MARC J
Statements
Disclaimer with Predetermined Text
"ALTERNATIVE INVESTMENTS"
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
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
2017-02-02
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
2017-02-02
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
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Trademark Events
Event Date | Event Description |
2017-02-02 | NEW APPLICATION ENTERED IN TRAM |
2017-02-02 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2017-04-25 | ASSIGNED TO EXAMINER |
2017-04-26 | PRIORITY ACTION WRITTEN |
2017-04-27 | PRIORITY ACTION MAILED |
2017-10-17 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2017-10-17 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2017-10-18 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2017-11-11 | FINAL REFUSAL WRITTEN |
2017-11-13 | FINAL REFUSAL MAILED |
2018-05-08 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
2018-05-08 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2018-05-09 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2018-05-09 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2018-05-23 | NOTICE OF PUBLICATION |
2018-06-12 | PUBLISHED FOR OPPOSITION |
2018-08-28 | 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 |