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Live / Registered — Registered and renewed (as of 28 Feb 2026)

What this means for you

Registered since 29 Nov 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 29 Nov 2026).

Record

Serial number
86889590
Registration number
5092859
Mark type
Design + words
Filed
28 Jan 2016
Published for opposition
21 Jun 2016
Registered
29 Nov 2016
Next maintenance due
29 Nov 2026
Attorney of record
Benjamin A. Costa

Goods and services

  • Class 009 — Scientific and electric apparatus: Computer software for use in trust accounting and wealth management; Computer software for trust account management, stock investment analysis, wealth management, and analysis of personal financial portfolios
  • Class 042 — Scientific and technological services: Providing a website featuring non-downloadable computer software for use in trust account and wealth management funds transfer and distribution management, including providing for electronic approval of transfer and distribution requests; Application service provider (ASP) featuring software for use in trust accounting and wealth management; Providing temporary use of an on-line non-downloadable software tool for use in facilitating trust account compliance with federal regulations

Owner

Prior registrations

Prosecution history

  • 28 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 28 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 28 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 28 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 03 Dec 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 29 Nov 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Aug 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Aug 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Aug 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Aug 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Aug 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Aug 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Aug 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Aug 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 14 Oct 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

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