EXPERE

Live / Registered — Registered and renewed (as of 19 Oct 2023)

What this means for you

Registered since 22 Apr 2003. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 22 Apr 2023).

Record

Serial number
75853552
Registration number
2709674
Mark type
Word mark
Filed
19 Nov 1999
Published for opposition
20 Feb 2001
Registered
22 Apr 2003
Next maintenance due
22 Apr 2023
Attorney of record
Andrew J. Avsec

Goods and services

  • Class 009 — Scientific and electric apparatus: computer software for creating, completing and processing forms on electronic[, magnetic and optical]media used for banking, loan and deposit transactions; [forms used for banking, loan and deposit transactions all stored on electronic, magnetic and optical storage media;] pre-recorded computer programs and user manuals sold as a unit to financial institutions for implementing, documenting and monitoring customer loans and deposit accounts and interfacing with other computer systems of the user institution; database and knowledgebase software featuring banking regulations and requirements, forms and supporting documentation for completion of forms; computer database and knowledgebase featuring banking regulations and requirements[, forms and supporting documentation] recorded on electronic[, magnetic and optical] media and available on-line[; videotapes featuring federal, state and local tax information]
  • Class 016 — Paper goods and printed matter: [Printed and partially printed forms used for banking, loan and deposit transactions; printed products and materials for financial institutions and organizations, namely, forms, agreements, contracts, signature cards, documents, promotional materials in the nature of drive-up envelope, statement enclosures, paper Lobby display signs, greeting cards, training and instructional manuals pertaining to the implementation and use of qualified retirement plans and tax shelter accounts; printed periodical publications, namely, newsletters and magazines pertaining to banking law and the education and training of bank directors, officers and employees, and newsletters pertaining to financial planning]
  • Class 035 — Advertising and business services: [Mail order catalog and telephone order services featuring products dealing with compliance issues of banking, lending, depository, retirement plan and securities institutions, namely, computer software, printed forms, videotapes, printed publications, namely, books, manuals, periodical newsletters, legal/technical bulletins, and kits comprising computer software, videotape and manual]
  • Class 036 — Insurance and financial services: Financial management and financial consulting services, namely, compliance research, [tracking] and business translation [in the insurance] and financial services industries and providing such industries with training, auditing, compliance monitoring, [retirement plan services] and assistance with processing of printed, electronic, and computer-generated forms and documents used in such industries

Owner

Prosecution history

  • 19 Oct 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 19 Oct 2023 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 19 Oct 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 19 Oct 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 21 Apr 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 22 Apr 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 26 Aug 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 26 Aug 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 26 Aug 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 26 Aug 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 26 Aug 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 23 Jul 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 23 Jul 2013 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 23 Jul 2013 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 23 Apr 2013 — REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED

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