BOARDINGPASS

Live / Registered — Registered (as of 25 Mar 2025)

What this means for you

Registered since 25 Mar 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98375966
Registration number
7735399
Mark type
Stylized text
Filed
25 Jan 2024
Published for opposition
04 Feb 2025
Registered
25 Mar 2025
Attorney of record
Perry J. Viscounty

Goods and services

  • Class 035 — Advertising and business services: Systematization of data in computer databases; Analyzing and compiling business data regarding the beneficial owners of, investments in, and services provided to financial accounts, collective investment funds, trust accounts, and retirement accounts; Electronic data collection of financial information for business purposes; Data management services for use in the administration of financial accounts, collective investment funds, trust accounts, and retirement accounts; Collection and analysis of quality metric data for financial services providers, fiduciaries, and administrators of collective investment funds, trust accounts, and retirement accounts, for business purposes; Analyzing and compiling business and financial data for business purposes; Business consulting services; Business advisory services
  • Class 036 — Insurance and financial services: Financial advice; Financial advisory and consultancy services; Financial consultancy; Financial information and evaluations; Investment advisory services; Trustee services; Financial trust administration; Fiduciary services, namely, fiduciary representative services; Financial asset management; Financial research; Financial planning for retirement; Financial data analysis; Financial services, namely, administration of collective investment funds (CITs); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Evaluation of financial data; Trust services, namely, investment and trust administration and advisory services; Financial trust operations; Providing an interactive website featuring financial and investment information via computer networks
  • Class 042 — Scientific and technological services: Platform as a Service (PaaS) featuring computer software platforms to facilitate investment in collective investment trusts (CITs) for use by financial advisors, wealth management firms, institutional investment advisory firms and service providers to retirement plans and retirement plan sponsors in connection with the investment contracting process and information collection process in collective investment trusts (CITs); platform as a Service (PaaS) featuring computer software platforms for the opening of accounts for and administration of investments in collective investment trusts (CITs) and retirement fund participation agreements; Platform as a Service (PaaS) featuring computer software platforms for the streamlining of the information-collection process for retirement plan account opening and fund selection; Platform as a Service (PaaS) featuring computer software platforms for the approval of fund requests for use in connection with collective investment trusts (CITs); Platform as a Service (PaaS) featuring computer software platforms for the collecting, filtering, organization, retrieval, recording, sharing, sorting, storage and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Scanning of documents for digitization; Platform as a Service (PaaS) featuring computer software platforms for the automation, digitization, centralization, organization, and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Providing temporary use of online, non-downloadable software in the nature of an algorithm-assisted platform with integrated software for the management and administration of collective investment trusts (CITs) and retirement plans

Owner

Prosecution history

  • 25 Mar 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 25 Mar 2025 — REGISTERED-PRINCIPAL REGISTER
  • 04 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 04 Feb 2025 — PUBLISHED FOR OPPOSITION
  • 29 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 15 Jan 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 22 Nov 2024 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 22 Nov 2024 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 22 Nov 2024 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 23 Aug 2024 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 23 Aug 2024 — NON-FINAL ACTION E-MAILED
  • 23 Aug 2024 — NON-FINAL ACTION WRITTEN
  • 14 Aug 2024 — ASSIGNED TO EXAMINER
  • 30 Jul 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 25 Jan 2024 — NEW APPLICATION ENTERED

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