FRAN (FAMILY RELATIONSHIP AND ACCOUNTING NAVIGATOR)
Live / Applied — First extension granted (statement of use) (as of 31 Jul 2025)
What this means for you
Not registered yet, but its 08 Jul 2024 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
- 98637503
- Mark type
- Stylized text
- Filed
- 08 Jul 2024
- Published for opposition
- 25 Feb 2025
- Attorney of record
- Charles P. Bacall
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable mobile applications for the management of financial affairs of high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving high net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Downloadable software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting
- Class 042 — Scientific and technological services: Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; Software as a service (SAAS) featuring software for coordination of family office services with financial advisors, accountants, and administration staff and financial accounting and reporting; providing a website featuring support services for family offices, namely, an interactive website featuring technology that enables users to access accounting reports, family office administration scheduling, and financial reports
Owner
- SRT Group Inc., Millis, MA, US
- SRT Group Inc., Millis, MA, US
Prosecution history
- 01 Aug 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
- 31 Jul 2025 — SOU EXTENSION 1 GRANTED
- 31 Jul 2025 — SOU EXTENSION 1 FILED
- 31 Jul 2025 — SOU TEAS EXTENSION RECEIVED
- 22 Apr 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
- 25 Feb 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 25 Feb 2025 — PUBLISHED FOR OPPOSITION
- 19 Feb 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 03 Feb 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 03 Feb 2025 — EXAMINER'S AMENDMENT ENTERED
- 03 Feb 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
- 03 Feb 2025 — EXAMINERS AMENDMENT E-MAILED
- 03 Feb 2025 — EXAMINERS AMENDMENT -WRITTEN
- 30 Jan 2025 — ASSIGNED TO EXAMINER
- 29 Jan 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED