EZE

Live / Registered — Registered and renewed (as of 31 Jul 2024)

What this means for you

Registered since 24 Jun 2014. 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 24 Jun 2024).

Record

Serial number
85884392
Registration number
4557033
Mark type
Design + words
Filed
22 Mar 2013
Published for opposition
06 Aug 2013
Registered
24 Jun 2014
Next maintenance due
24 Jun 2024
Attorney of record
Kristen Mollnow Walsh

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software, namely, software for use by investment management financial professionals for use in portfolio management, trade order management, order execution management, compliance management and operations management; Computer software used for integrated global trade order management, namely, analyzing and re-balancing portfolios, strategy-based modeling, creating fully allocated orders that can be electronically delivered, creating and sending orders generated by third party modeling systems, monitoring portfolio performance, and viewing and modifying arbitrage and market neutral positions, in the field of investment management; Computer software used for monitoring trade related compliance obligations; Computer software used for order entry, electronic trading and transmission of orders to third party brokers and other trade execution facilities; Computer software used for electronically locating securities to borrow or short from multiple lenders or lending services in the field of investment management; and Computer software used for maintaining current and historical price, quote and sales information for securities and financial instruments
  • Class 036 — Insurance and financial services: [ Providing financial consultation on portfolio management, trade management, execution management, compliance management and operations management in the field of investment management ]
  • Class 042 — Scientific and technological services: Software as a service (SaaS) services featuring software for use by investment management financial professionals for use in portfolio management, trade order management, order execution management, compliance management and operations management; Software as a service (SaaS) services, namely, hosting software for use by investment management financial professionals for use in portfolio management, trade order management, order execution management, compliance management and operations management; Software as a service (SaaS) services featuring software for providing systematic planning, monitoring, and reporting on the brokerage commission allocation process and in the field of securities; Software as a service (SaaS) services, namely, hosting software for providing systematic planning, monitoring, and reporting on the brokerage commission allocation process and in the field of securities; Providing customization of computer software in the field of securities and asset portfolio management, trade order management and order execution management; Providing technical support, namely, troubleshooting of computer software problems for software used for portfolio management, trade order management, order execution management, compliance management and operations management

Owner

Prosecution history

  • 31 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 31 Jul 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 31 Jul 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 30 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 May 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 May 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 10 May 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 10 May 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 10 May 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 08 May 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 24 Jun 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Aug 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Aug 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Aug 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 May 2020 — TEAS SECTION 8 & 15 RECEIVED

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