INVESTMENT PROVIDER XCHANGE
Live / Registered — Registered (as of 14 Jun 2022)
What this means for you
Registered since 14 Jun 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90366723
- Registration number
- 6761668
- Mark type
- Stylized text
- Filed
- 08 Dec 2020
- Published for opposition
- 14 Sept 2021
- Registered
- 14 Jun 2022
- Attorney of record
- Erica L. Tritt
Goods and services
- Class 036 — Insurance and financial services: Administration of employee benefit plans concerning insurance and finance; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial administration of retirement plans; Financial trust administration; Financial trust operations; Individual retirement account services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Tax payment processing services; Trust services, namely, investment and trust company services
- Class 042 — Scientific and technological services: Platform as a service (PAAS) featuring computer software platforms for use by retirement industry service providers for trust accounting and financial transaction processing, administration and recordkeeping; customizing computer software; technical support services, namely, troubleshooting of computer software problems
Owner
- CONGRUENT SOLUTIONS, INC., BURLINGTON, MA, US
- FPS Services, LLC, Centennial, CO, US
- FPS Services, LLC, Centennial, CO, US
- FPS Services, LLC, Centennial, CO, US
Prior registrations
Prosecution history
- 06 May 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 06 May 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 06 May 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 07 May 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 Jun 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 14 Jun 2022 — REGISTERED-PRINCIPAL REGISTER
- 10 May 2022 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 08 May 2022 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 06 May 2022 — STATEMENT OF USE PROCESSING COMPLETE
- 26 Apr 2022 — USE AMENDMENT FILED
- 05 May 2022 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 26 Apr 2022 — TEAS STATEMENT OF USE RECEIVED
- 09 Nov 2021 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 14 Sept 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 14 Sept 2021 — PUBLISHED FOR OPPOSITION