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Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 28 Oct 2025)

What this means for you

Registered since 01 Jan 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87773772
Registration number
5640800
Mark type
Design + words
Filed
29 Jan 2018
Published for opposition
16 Oct 2018
Registered
01 Jan 2019
Attorney of record
Sarah M. Robertson

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Computer software for data automation and analytics for insurance and financial planning; computer software for data automation and analytics for insurance brokers and carriers ]
  • Class 042 — Scientific and technological services: Data automation using proprietary software to evaluate, analyze and collect service data for insurance and financial planning services; data automation using proprietary software to evaluate, analyze and collect service data for insurance brokers and carriers; software-as-a-service services featuring software for data automation and analytics for insurance brokers, insurance carriers and financial planning organizations

Owner

Prosecution history

  • 28 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 28 Oct 2025 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 24 Jan 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 01 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 07 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 07 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 07 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 07 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 07 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 01 Jan 2019 — REGISTERED-PRINCIPAL REGISTER
  • 16 Oct 2018 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 16 Oct 2018 — PUBLISHED FOR OPPOSITION
  • 26 Sept 2018 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

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