TRUSTSERVE

Live / Registered — Registered (as of 29 Dec 2020)

What this means for you

Registered since 29 Dec 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88937421
Registration number
6232252
Mark type
Stylized text
Filed
28 May 2020
Published for opposition
13 Oct 2020
Registered
29 Dec 2020
Attorney of record
David R O'Steen

Goods and services

  • Class 035 — Advertising and business services: Office function services, namely, providing assistance in management and administration of activities in the field of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments, including, administrative record keeping, investment portfolio record keeping, shareholder register recordkeeping and reporting, preparation and distribution of investor and third-party reporting, accounting services, financial statement preparation services, middle and back-office support staff services, investment transaction monitoring and confirmation for business purposes, and business data compilation in the nature of calculating investment performance; business management and operations consulting services; administration of payroll for others; preparation of federal, state and international tax compliance report and return preparation; the foregoing services are provided to hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors
  • Class 036 — Insurance and financial services: Financial consulting and financial reporting related to investments, regulatory risk and compliance for financial purposes
  • Class 042 — Scientific and technological services: Software as a service (SAAS) featuring software for financial and administrative recordkeeping, accounting, financial valuation, financial performance reporting, and investment portfolio, regulatory risk and compliance record keeping and reporting of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments by hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors

Owner

Prosecution history

  • 05 Mar 2026 — TEAS SECTION 8 & 15 RECEIVED
  • 29 Dec 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 29 Dec 2020 — REGISTERED-PRINCIPAL REGISTER
  • 13 Oct 2020 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 13 Oct 2020 — PUBLISHED FOR OPPOSITION
  • 23 Sept 2020 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 09 Sept 2020 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 09 Sept 2020 — EXAMINER'S AMENDMENT ENTERED
  • 09 Sept 2020 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 09 Sept 2020 — EXAMINERS AMENDMENT E-MAILED
  • 09 Sept 2020 — EXAMINERS AMENDMENT -WRITTEN
  • 07 Sept 2020 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 07 Sept 2020 — NON-FINAL ACTION E-MAILED
  • 07 Sept 2020 — NON-FINAL ACTION WRITTEN
  • 29 Aug 2020 — ASSIGNED TO EXAMINER

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