POWERING ALTERNATIVE INVESTMENTS - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87318548
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 Type
30 - Original Registrant
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Type
30 - Original Registrant
Address
Please log in with your Justia account to see this address.
Party Type
20 - Owner at Publication
Address
Please log in with your Justia account to see this address.
Party Type
10 - Original Applicant
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Beth H. Alter
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2017-02-02NEW APPLICATION ENTERED IN TRAM
2017-02-02NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-04-25ASSIGNED TO EXAMINER
2017-04-26PRIORITY ACTION WRITTEN
2017-04-27PRIORITY ACTION MAILED
2017-10-17TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-10-17CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-10-18TEAS/EMAIL CORRESPONDENCE ENTERED
2017-11-11FINAL REFUSAL WRITTEN
2017-11-13FINAL REFUSAL MAILED
2018-05-08TEAS REQUEST FOR RECONSIDERATION RECEIVED
2018-05-08CORRESPONDENCE RECEIVED IN LAW OFFICE
2018-05-09TEAS/EMAIL CORRESPONDENCE ENTERED
2018-05-09APPROVED FOR PUB - PRINCIPAL REGISTER
2018-05-23NOTICE OF PUBLICATION
2018-06-12PUBLISHED FOR OPPOSITION
2018-08-28REGISTERED-PRINCIPAL REGISTER
2020-12-22TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-12-22TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-12-22ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-12-22TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-12-22APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED