AEXEO

Live / Registered — Registered and renewed (as of 21 Jan 2021)

What this means for you

Registered since 03 Nov 2009. 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 03 Nov 2019).

Record

Serial number
77453272
Registration number
3704112
Mark type
Stylized text
Filed
21 Apr 2008
Published for opposition
18 Aug 2009
Registered
03 Nov 2009
Next maintenance due
03 Nov 2019
Attorney of record
Christian S. Morgan

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for management and administration of mutual funds and hedge funds for investment managers and advisers, commercial banks and investment banks; computer software for portfolio management, risk management, order entry, position keeping, namely, keeping a record of the positions held by mutual funds and hedge funds, profit and loss calculations, front, middle and back office accounting, shareholder/investor accounting, and transfer agency support for mutual funds and hedge funds; computer software platform featuring straight-through data processing capability for management and administration of mutual funds and hedge funds
  • Class 035 — Advertising and business services: Accounting services, namely, front, middle and back office accounting and shareholder/investor accounting; compilation of financial data into computer databases; compilation of financial statistics; accounting consultation services; business administration and management services in the nature of serving as corporate secretary for mutual funds and hedge funds
  • Class 036 — Insurance and financial services: Management and administration of mutual funds and hedge funds for investment managers and advisers, commercial banks and investment banks; financial portfolio management, financial risk management, tracking order entries and position keeping, namely, keeping a record of the positions held by mutual funds and hedge funds including processing corporate actions involving stocks, bonds, and other types of securities; profit and loss calculations and analysis; pricing of securities held in the portfolios of mutual funds and hedge funds; transfer agency support for mutual funds and hedge funds; processing subscriptions, redemptions and transfers of interests in mutual funds and hedge funds; consulting services, namely, advising managers of pools of equities, bonds, money market and derivative instruments on the set-up and structuring of hedge funds and funds of funds; management and administration of trusts and foundations for estate planning; investor relations, namely, providing transfer agency services to support mutual funds and hedge funds, and executing subscriptions, redemptions and transfers of interests in mutual funds and hedge funds; financial valuation of the net assets of mutual funds and hedge funds

Owner

Prior registrations

Prosecution history

  • 21 Jan 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 21 Jan 2021 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 21 Jan 2021 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 04 Jun 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 03 Jun 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 27 Dec 2019 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 13 Dec 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 30 Oct 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 03 Nov 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 23 Feb 2018 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 23 Feb 2018 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 10 Jul 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 09 Jul 2016 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 09 Jul 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 May 2016 — TEAS SECTION 8 & 15 RECEIVED

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