SECURING TODAY. SHAPING TOMORROW.

Dead / Cancelled — Cancelled — Section 8 (as of 28 Feb 2025)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
85782334
Registration number
4585199
Mark type
Stylized text
Filed
19 Nov 2012
Published for opposition
21 May 2013
Registered
12 Aug 2014
Attorney of record
Carrie Webb Olson

Goods and services

  • Class 035 — Advertising and business services: Systemization and compilation of data concerning business and financial information; business services, namely, electronic data collection, data submission and confirmation services for business purposes between distributors and carriers of insurance products
  • Class 036 — Insurance and financial services: Providing information in the fields of finance, financial consulting, and financial analysis; providing financial information for investment portfolio management; providing financial transactional information relating to client accounts, dividends, trades, purchases, redemptions, and exchange orders; electronic financial trade processing services, namely, trade comparison, confirmation, clearance, and settlement; financial products custody, namely, maintaining possession of financial assets for others for financial management purposes; financial asset servicing, namely, principal and income distribution, processing of corporate action financial transactions, withholding tax debiting services, processing, and custody of collateral loans and repurchase agreements; and providing financial information and databases of financial information with respect to securities and financial products; business liquidation services in the form of facilitating liquidations resulting from a default by a financial services firm; providing and arranging financing for purposes of the settlement of positions on behalf of distressed financial services firms; providing financial analysis of financial delivery obligations to distressed financial services firms; financial analysis of liquidity requirements for distressed financial services firm; business liquidation services in the form of redistributing securities among financial services firms as part of a liquidation of a distressed financial services firm; financial analysis and calculations of caps of financing requirements for financial services firms; Financial transaction services, namely, facilitating the secure submission of invoices and fee data to mutual funds; mutual fund advisory services, namely, providing and standardizing mutual fund information and customer information in the field of finance; electronic loan payment processing services, namely, providing loan reconciliation services between agents and lenders in the syndicated loan market; payment processing services, namely, electronically facilitating commission payments for broker-dealers and reconciliation of financial records between mutual funds and brokers; Financial analysis and consultation services, namely, analyzing, validating, and reporting changes to the capital structure or financial position of an issuer of a security that affect any of the securities it has issued; Providing financial information, namely, providing transactional settlement and commercial transaction information relating to mutual funds for the purpose of ensuring transparency in the sub-accounts of an omnibus account
  • Class 038 — Telecommunications services: Electronic messaging services, namely, transmission of messages concerning client account information, trades, purchases, redemptions and exchange orders of securities, confirmations, account registration and settlement, all pertaining to financial transactions, via a global computer network; providing electronic transmission of account information to mutual funds; electronic transmission and receipt of industry standard loan messages for agents and lenders in the syndicated loan market
  • Class 042 — Scientific and technological services: Non-downloadable online software that enables insurance distributors and carriers to electronically exhange imaged documents, signatures, forms, and other types of data relating to annuity and life insurance information; Non-downloadable online software that automates and standardizes invoices and fee data to mutual funds, facilitates fee payments between mutual funds and their intermediaries, and automates settlement of mutual fund fees; Non-downloadable online software that automates and standardizes commission payments for broker-dealers; Non-downloadable online software that reconciles financial records between mutual funds and brokers; Application service provider (asp) featuring software for use in the insurance industry, namely, software that facilitates the exchange of information between insurance carriers and distributors for insurance contract-related changes including broker/dealer, registered representative and broker identification number (bin) changes; Application service provider (asp) featuring software for use in the insurance industry, namely, software that enables insurance product distributors to enter requests to carriers for appointments and appointment terminations, producer terminations, address changes, representative identification number changes and license confirmations, and provides for money settlement between parties for licensing- and appointment-related fees

Owner

Prosecution history

  • 28 Feb 2025 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
  • 12 Aug 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 10 May 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 10 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 10 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 May 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 18 Jul 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Jul 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Jul 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 May 2020 — TEAS SECTION 8 & 15 RECEIVED
  • 12 Aug 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 05 Aug 2016 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 05 Aug 2016 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 12 Aug 2014 — REGISTERED-PRINCIPAL REGISTER

View this trademark record on Marksy