DISTINCTIVE CAPABILITIES | CUSTOM SOLUTIONS
Live / Applied — Third extension granted (statement of use) (as of 09 Mar 2026)
What this means for you
Not registered yet, but its 27 Jul 2023 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98104266
- Mark type
- Stylized text
- Filed
- 27 Jul 2023
- Published for opposition
- 16 Jul 2024
- Attorney of record
- Nicole Kinsley
Goods and services
- Class 035 — Advertising and business services: Financial record-keeping for investors and investment managers regarding investment portfolios in the field of trade processing, settlement, reconciliation, and pricing
- Class 036 — Insurance and financial services: Financial portfolio analysis services, namely, calculating the weight or number of portfolio holdings necessary to bring a portfolio into alignment with an approved model; Financial administration of investment portfolios
- Class 042 — Scientific and technological services: Providing online, non-downloadable software for investment portfolio management, investment risk management, investment model development and delivery, and investment portfolio accounting; Computer software design and development; Installation, maintenance and repair of computer software; IT consulting services relating to installation, maintenance and repair of computer software; Technology consulting in the field of cybersecurity
- Class 045 — Legal and security services: Regulatory compliance consulting in the field of investment management; Regulatory compliance consulting through providing advice on the development and implementation of internal controls for regulatory compliance purposes in the field of investment management
Owner
- NIM-os, LLC, Boston, MA, US
- NIM-os, LLC, Boston, MA, US
Prosecution history
- 30 Mar 2026 — TEAS STATEMENT OF USE RECEIVED
- 10 Mar 2026 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 09 Mar 2026 — SOU EXTENSION 3 GRANTED
- 09 Mar 2026 — SOU EXTENSION 3 FILED
- 09 Mar 2026 — SOU TEAS EXTENSION RECEIVED
- 11 Sept 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 10 Sept 2025 — SOU EXTENSION 2 GRANTED
- 10 Sept 2025 — SOU EXTENSION 2 FILED
- 10 Sept 2025 — SOU TEAS EXTENSION RECEIVED
- 11 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 10 Mar 2025 — SOU EXTENSION 1 GRANTED
- 10 Mar 2025 — SOU EXTENSION 1 FILED
- 10 Mar 2025 — SOU TEAS EXTENSION RECEIVED
- 10 Sept 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 16 Jul 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED