FUND CONNECT

Live / Registered — Registered and renewed (as of 24 Mar 2026)

What this means for you

Registered since 17 Jan 2006. 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 17 Jan 2026).

Record

Serial number
78529018
Registration number
3046097
Mark type
Stylized text
Filed
08 Dec 2004
Published for opposition
25 Oct 2005
Registered
17 Jan 2006
Next maintenance due
17 Jan 2026
Attorney of record
Sarah Anne Keefe

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, automated trade execution and settlement services in the field of money market and investment funds; financial research and analysis services; managing, tracking and reporting the purchase and sale of investment funds; providing financial information in the field of investment funds by electronic means

Owner

Prior registrations

Prosecution history

  • 24 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 24 Mar 2026 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
  • 24 Mar 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 23 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Jan 2026 — TEAS SECTION 8 & 9 RECEIVED
  • 17 Jan 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 31 May 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 31 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 31 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 31 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 31 May 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 31 May 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 06 Oct 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 29 Aug 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Mar 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

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