1R FIRST RATE - Trademark Details
Status: 645 - Final Refusal - Mailed
Image for trademark with serial number 90323826
Serial Number
90323826
Word Mark
1R FIRST RATE
Status
645 - Final Refusal - Mailed
Status Date
2021-11-17
Filing Date
2020-11-17
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
260901 - Squares as carriers or squares as single or multiple line borders.
Attorney Name
Jon Jekel
Law Office Assigned Location Code
N90
Employee Name
BROWNING, LUKE CASH
Statements
Indication of Colors claimed
The color(s) dark blue, green, and white is/are claimed as a feature of the mark.
Description of Mark
The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with the left arm in dark blue which is reflected as the number one. The surrounding box is in dark blue.
Goods and Services
Financial services, namely, providing a wealth management portal for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
Goods and Services
Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management
Goods and Services
Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
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
2021-01-15
Primary Code
036
First Use Anywhere Date
2017-01-01
First Use In Commerce Date
2017-01-01
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
2021-01-15
Primary Code
041
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
2021-01-15
Primary Code
042
First Use Anywhere Date
2017-01-01
First Use In Commerce Date
2017-01-01
Current Trademark Owners
Party Name
First Rate IP, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Jon Jekel
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2020-11-20NEW APPLICATION ENTERED IN TRAM
2021-01-15NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2021-01-16NOTICE OF DESIGN SEARCH CODE E-MAILED
2021-04-28ASSIGNED TO EXAMINER
2021-05-11NON-FINAL ACTION WRITTEN
2021-05-11NON-FINAL ACTION E-MAILED
2021-05-11NOTIFICATION OF NON-FINAL ACTION E-MAILED
2021-11-11TEAS RESPONSE TO OFFICE ACTION RECEIVED
2021-11-11CORRESPONDENCE RECEIVED IN LAW OFFICE
2021-11-11TEAS/EMAIL CORRESPONDENCE ENTERED
2021-11-17FINAL REFUSAL WRITTEN
2021-11-17FINAL REFUSAL E-MAILED
2021-11-17NOTIFICATION OF FINAL REFUSAL EMAILED