FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS
Live / Registered — Registered (as of 17 Nov 2020)
What this means for you
Registered since 17 Nov 2020. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88344344
- Registration number
- 6201180
- Mark type
- Stylized text
- Filed
- 18 Mar 2019
- Published for opposition
- 21 Jan 2020
- Registered
- 17 Nov 2020
- Attorney of record
- Katherine A. Keating
Goods and services
- Class 035 — Advertising and business services: consulting and information concerning accounting; business consulting and information services; business risk management consulting; business consulting services, namely, analyzing the profitability of financial institutions
- Class 036 — Insurance and financial services: loan and portfolio financial management for financial institutions; loan pricing services, namely, providing information to financial institutions to assist in setting loan prices; asset liability management reporting and analysis, namely, analyzing and reporting on the process of a financial institution's management of assets and cash flows to reduce the institution's risk of loss; financial risk management consulting; financial risk analysis; credit risk management consulting; risk management consulting; financial risk assessment services, namely, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing
- Class 042 — Scientific and technological services: software as a service (SaaS) services featuring software for use by the financial services industry in loan pricing, profitability analysis, asset liability management reporting and analysis, financial portfolio analysis for financial institutions, financial risk analysis, financial risk management, credit risk management, risk management, regulatory compliance, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing
- Class 045 — Legal and security services: regulatory compliance consulting services in the field of finance and banking
Owner
- Pacific Coast Bankers' Bank, Walnut Creek, CA, US
- Pacific Coast Bankers' Bank, Walnut Creek, CA, US
- Pacific Coast Bankers' Bank, Walnut Creek, CA, US
Prosecution history
- 14 Nov 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Nov 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Nov 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 14 Nov 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 14 Nov 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 17 Nov 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 17 Nov 2020 — REGISTERED-PRINCIPAL REGISTER
- 13 Oct 2020 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 10 Oct 2020 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 19 Sept 2020 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 18 Sept 2020 — STATEMENT OF USE PROCESSING COMPLETE
- 10 Sept 2020 — USE AMENDMENT FILED
- 18 Sept 2020 — SOU EXTENSION 1 GRANTED
- 10 Sept 2020 — SOU EXTENSION 1 FILED
- 18 Sept 2020 — CASE ASSIGNED TO INTENT TO USE PARALEGAL