FUNDKEEPER
Live / Registered — Registered and renewed (as of 11 Dec 2025)
What this means for you
Registered since 09 Aug 2016. 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 09 Aug 2026).
Record
- Serial number
- 86856025
- Registration number
- 5017247
- Mark type
- Stylized text
- Filed
- 21 Dec 2015
- Published for opposition
- 24 May 2016
- Registered
- 09 Aug 2016
- Next maintenance due
- 09 Aug 2026
Goods and services
- Class 009 — Scientific and electric apparatus: Computer software and documentation distributed therewith used by brokerage firms, RIAs, trust departments and other financial intermediaries for mutual fund subaccounting and sub-transfer agency functions
- Class 036 — Insurance and financial services: Back office mutual fund operations and security settlement for brokerage firms, RIAs, trust departments and other financial intermediaries
- Class 042 — Scientific and technological services: Computer services, namely, customizing, designing and programming mutual fund subaccounting and sub transfer agent systems for others
Owner
- ENVISION FINANCIAL SYSTEMS, INC., COSTA MESA, CA, US
- Cerebus LLC, Costa Mesa, CA, US
- Cerebus LLC, Irvine, CA, US
- Cerebus LLC, Irvine, CA, US
Prosecution history
- 11 Dec 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 11 Dec 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 11 Dec 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 11 Dec 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 01 Sept 2025 — TEAS SECTION 8 & 9 RECEIVED
- 09 Aug 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 06 Jun 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 03 Jan 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 03 Jan 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 28 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Jul 2022 — TEAS SECTION 8 RECEIVED
- 27 Jun 2022 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 27 Jun 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 27 Jun 2022 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 09 Aug 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED