MODELTOOL(K)IT

What this means for you

Registered since 15 Sept 2015. 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 15 Sept 2025).

Record

Serial number

86292371

Registration number

4814005

Mark type

Stylized text

Filed

27 May 2014

Published for opposition

17 Feb 2015

Registered

15 Sept 2015

Next maintenance due

15 Sept 2025

Attorney of record

Daniel I. Schloss

Goods and services

• Class 036 — Insurance and financial services: Financial services, namely, providing financial information to assist financial professionals in the creation and management of retirement accounts and portfolios
• Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for use by financial professionals to create and manage retirement accounts and portfolios

Owner

• Matrix Financial Solutions, Inc., Denver, CO, US
• Matrix Financial Solutions, Inc., Denver, CO, US
• Matrix Financial Solutions, Inc., Denver, CO, US

Prior registrations

• Registration 3702864

Prosecution history

• 20 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 20 Dec 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
• 20 Dec 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 20 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 15 Sept 2025 — TEAS SECTION 8 & 9 RECEIVED
• 15 Sept 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 14 Dec 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 14 Dec 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 14 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 14 Sept 2021 — TEAS SECTION 8 & 15 RECEIVED
• 15 Sept 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 15 Sept 2015 — REGISTERED-PRINCIPAL REGISTER
• 11 Aug 2015 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
• 08 Aug 2015 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
• 03 Aug 2015 — TEAS/EMAIL CORRESPONDENCE ENTERED