THE PRODUCTIVITY SUITE FOR THE INSTITUTIONAL INVESTMENT INDUSTRY

Dead / Cancelled — Cancelled — Section 8 (as of 11 Jul 2025)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
88070393
Registration number
5645831
Mark type
Stylized text
Filed
08 Aug 2018
Registered
01 Jan 2019
Attorney of record
Mark A. Paskar

Goods and services

  • Class 042 — Scientific and technological services: Providing temporary use of non-downloadable software for use in customer relationship management (CRM), investor relationship management, and client reporting; providing temporary use of non-downloadable software for investment advisory services, investment portfolio research and analysis, investment portfolio accounting, investment performance tracking, investment portfolio management, partnership and shareholder accounting, investment portfolio management, and investor relationship management; providing temporary use of non-downloadable software for client reporting, including client reporting and communication through use of a secure web portal; providing temporary use of non-downloadable computer software for web site development; providing temporary use of non-downloadable software for use in accounting in the institutional investment industry

Owner

Prosecution history

  • 12 Mar 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 01 Dec 2025 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 11 Jul 2025 — CANCELLED SEC. 8 (6-YR)
  • 09 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 28 Feb 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 01 Jan 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 01 Jan 2019 — REGISTERED-SUPPLEMENTAL REGISTER
  • 27 Nov 2018 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 27 Nov 2018 — ASSIGNED TO EXAMINER
  • 15 Aug 2018 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 11 Aug 2018 — NEW APPLICATION ENTERED

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