Image Trademark with Serial Number 88439576
Status: 700 - Registered
Serial Number
88439576
Registration Number
6639654
Status
700 - Registered
Status Date
2022-02-08
Filing Date
2019-05-21
Registration Number
6639654
Registration Date
2022-02-08
Mark Drawing
2000 - Illustration: Drawing or design without any word(s)/letter(s)/ number(s)
Typeset
Design Searches
261709 - Curved line(s), band(s) or bar(s).
Published for Opposition Date
2020-05-12
Attorney Name
Law Office Assigned Location Code
N90
Employee Name
MCCARTHY, JOSEPH PATRI
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Description of Mark
The mark consists of an abstract design made up of two bold, interlocking, curvilinear shapes representing the concept of convergence, the first shape having a point of beginning at the midpoint of the left side of a rectangular background region and extending downward and inward at a 45-degree angle until reaching the middle of the lower side of the background region, then curving counterclockwise into the upper-middle portion of the background region, and the second shape having a point of beginning at the midpoint of the right side of the background region and extending upward and inward at a 45-degree angle until reaching the middle of the upper side of the background region, then bending counterclockwise into the lower-middle of the background region.
Goods and Services
Downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, asset management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, customer-relationship management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data integration; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-territory management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analytics, reporting, and visualization; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, data security; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, mobile data access; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, sales-data management; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction validation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, consolidating and correlating asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing and summarizing asset, entity, and transaction data by sales territory; Downloadable computer software for tracking transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, generating reports on asset, entity, and transaction data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, contact management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, integrating third-party data with proprietary data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, client relationship management services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, cleansing sales data by detecting and removing duplicate data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, transaction reconciliation services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, summarizing asset, entity and sales data by way of dashboards and traditional reports; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, measuring sales-data details; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing market-share data by zip code and sales territory; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying competitive financial goods and services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying optimal office locations for new marketing campaigns; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, correlating incoming data with existing data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing sales data; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining and applying territory- and channel-management rules; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, defining sales territories based on line-of-business, company, geography, and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing, optimizing, and realigning sales territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, analyzing the potential effects of a realignment of sales-territory boundaries; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, providing a hierarchal view of relationships between companies, offices, representatives, and support staff; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, reading, transforming, and loading data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, manually reconciling transactions and other input that cannot be reconciled automatically; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, controlling how data is shared; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, assigning sales prospects using rules based on line-of-business, company, geography and sales channel; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, setting sales goals and track production against territory assignments; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, identifying high-potential sales prospects and track campaign effectiveness downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, implementing an account-servicing workflow; downloadable software for the financial-services industry, in particular, software to facilitate sales, namely, profiling, categorizing, and tracking investors
Goods and Services
Management services for the financial-services industry, namely, customer-relationship management; sales-territory management being sales management services; analytics and reporting being statistical analysis and reporting services for business purposes; sales-data management being sales management services; contact management services being customer relationship management; transaction reconciliation services being administration and reconciliation of accounts on behalf of others
Goods and Services
analysis and summarizing of asset, entity, and transaction data being financial data analysis; analysis and summarizing of asset, entity, and transaction data by sales territory being financial data analysis; tracking transaction data being financial data analysis; correlating incoming data with existing data being financial data analysis
Goods and Services
Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for asset management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for customer-relationship management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data integration; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-territory management, analytics, reporting, and visualization; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for data security; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for mobile data access; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for sales-data management; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction validation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to consolidate and correlate asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze and summarize asset, entity, and transaction data by sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to track transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to generate reports on asset, entity, and transaction data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for contact management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to integrate third-party data with proprietary data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for client relationship management services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to cleanse sales data by detecting and removing duplicate data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for transaction reconciliation services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for facilitating and automating the input and validation of transaction and asset data according to client-specific business rules and categorizations; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to summarize asset, entity and sales data by way of dashboards and traditional reports; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to explore and drill-down into sales-data details, being sales data analytics; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze market-share data by zip code and sales territory; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify competitive financial goods and services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify optimal office locations for new marketing campaigns; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to correlate incoming data with existing data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing tools to analyze sales data; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define and apply territory- and channel-management rules; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to define sales territories based on line-of-business, company, geography, and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze, optimize, and realign sales territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to analyze the potential effects of a realignment of sales-territory boundaries; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a hierarchal view of relationships between companies, offices, representatives, and support staff; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to read, transform, and load data from transfer agents, separately-managed accounts, retirement platforms, omnibus sources, portfolio-accounting systems, and other third-party providers of financial services; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to manually reconcile transactions and other input that cannot be reconciled automatically; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to control how data is shared; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to assign sales prospects using rules based on line-of-business, company, geography and sales channel; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to set sales goals and track production against territory assignments; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to identify high-potential sales prospects and track campaign effectiveness; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to implement an account-servicing workflow; Software-as-a-service ("SaaS") services for the financial-services industry, featuring non-downloadable software temporarily accessible by way of a global computer network for providing a means to profile, categorize, and track investors
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
2019-06-05
Primary Code
009
First Use Anywhere Date
2021-07-20
First Use In Commerce Date
2021-07-20
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
2019-06-05
Primary Code
035
First Use Anywhere Date
2018-11-22
First Use In Commerce Date
2018-11-22
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
2020-02-20
Primary Code
036
First Use Anywhere Date
2018-11-22
First Use In Commerce Date
2018-11-22
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
2019-06-05
Primary Code
042
First Use Anywhere Date
2018-11-22
First Use In Commerce Date
2018-11-22
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
Elliott J. R. Church
Address
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Trademark Events
| Event Date | Event Description |
| 2019-05-24 | NEW APPLICATION ENTERED IN TRAM |
| 2019-06-05 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2019-06-06 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| 2019-08-08 | ASSIGNED TO EXAMINER |
| 2019-08-13 | NON-FINAL ACTION WRITTEN |
| 2019-08-13 | NON-FINAL ACTION E-MAILED |
| 2019-08-13 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2020-02-13 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2020-02-20 | ASSIGNED TO LIE |
| 2020-02-20 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-02-20 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2020-04-07 | EXAMINERS AMENDMENT -WRITTEN |
| 2020-04-07 | EXAMINERS AMENDMENT E-MAILED |
| 2020-04-07 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2020-04-07 | EXAMINER'S AMENDMENT ENTERED |
| 2020-04-08 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2020-04-22 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2020-05-12 | PUBLISHED FOR OPPOSITION |
| 2020-05-12 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2020-07-07 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2021-01-06 | TEAS EXTENSION RECEIVED |
| 2021-01-06 | EXTENSION 1 FILED |
| 2021-01-06 | EXTENSION 1 GRANTED |
| 2021-01-08 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2021-06-28 | TEAS EXTENSION RECEIVED |
| 2021-06-28 | EXTENSION 2 FILED |
| 2021-06-28 | EXTENSION 2 GRANTED |
| 2021-06-30 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2021-09-02 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-09-02 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-09-02 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-12-27 | TEAS STATEMENT OF USE RECEIVED |
| 2021-12-27 | TEAS EXTENSION RECEIVED |
| 2022-01-04 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2021-12-27 | EXTENSION 3 FILED |
| 2022-01-04 | EXTENSION 3 GRANTED |
| 2021-12-27 | USE AMENDMENT FILED |
| 2022-01-04 | STATEMENT OF USE PROCESSING COMPLETE |
| 2022-01-04 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2022-01-05 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2022-01-05 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2022-02-08 | REGISTERED-PRINCIPAL REGISTER |
