CO1RE
Live / Registered — Registered (as of 16 Aug 2022)
What this means for you
Registered since 16 Aug 2022. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 90450582
- Registration number
- 6817318
- Mark type
- Word mark
- Filed
- 06 Jan 2021
- Published for opposition
- 31 May 2022
- Registered
- 16 Aug 2022
- Attorney of record
- Jon Jekel
Goods and services
- 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; 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
- 16 Aug 2022 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 16 Aug 2022 — REGISTERED-PRINCIPAL REGISTER
- 31 May 2022 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 31 May 2022 — PUBLISHED FOR OPPOSITION
- 11 May 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 26 Apr 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 26 Apr 2022 — EXAMINER'S AMENDMENT ENTERED
- 26 Apr 2022 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 26 Apr 2022 — EXAMINERS AMENDMENT E-MAILED
- 26 Apr 2022 — EXAMINERS AMENDMENT -WRITTEN
- 14 Dec 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 14 Dec 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 14 Dec 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Dec 2021 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 08 Dec 2021 — FINAL REFUSAL E-MAILED