1R FIRST RATE
Live / Registered — Registered (as of 11 Oct 2022)
What this means for you
Registered since 11 Oct 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90323826
- Registration number
- 6868676
- Mark type
- Design + words
- Filed
- 17 Nov 2020
- Published for opposition
- 26 Jul 2022
- Registered
- 11 Oct 2022
- Attorney of record
- Jon Jekel
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes
- Class 041 — Education and entertainment services: Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management
- Class 042 — Scientific and technological services: Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector
Owner
- First Rate IP, LLC, Arlington, TX, US
- First Rate IP, LLC, Arlington, TX, US
- First Rate IP, LLC, Arlington, TX, US
Prosecution history
- 11 Oct 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 11 Oct 2022 — REGISTERED-PRINCIPAL REGISTER
- 26 Jul 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 26 Jul 2022 — PUBLISHED FOR OPPOSITION
- 06 Jul 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 23 Jun 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 22 Jun 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Jun 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 22 Jun 2022 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 31 May 2022 — NOTIFICATION OF SUBSEQUENT FINAL EMAILED
- 31 May 2022 — CONTINUATION OF FINAL REFUSAL E-MAILED
- 31 May 2022 — ACTION CONTINUING A FINAL - COMPLETED
- 18 May 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 17 May 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 17 May 2022 — TEAS REQUEST FOR RECONSIDERATION RECEIVED