ETFICIENCY
Live / Applied — New application — assigned to an examiner (as of 24 Mar 2026)
What this means for you
Not registered yet, but its 15 Nov 2025 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
- 99498516
- Mark type
- Stylized text
- Filed
- 15 Nov 2025
- Attorney of record
- Sherry Flax
Goods and services
- Class 009 — Scientific and electric apparatus: Downloadable software development tools for creating software applications in the field of financial data management and creating reports; Downloadable mobile applications for financial data management software for financial institutions to design and operate investment products, provide technology infrastructure, and software tools to support product development, compliance, and operational processes and create reports
- Class 042 — Scientific and technological services: Providing online non-downloadable computer software platforms for a software development tool for creating software applications in the field of financial data management; Providing a website featuring resources, namely, non-downloadable software for creating software applications in the field of financial data management; Infrastructure as a service (IAAS) services, namely, hosting computer software platforms for financial data management software for financial institutions to design and operate investment products, provide technology infrastructure, and software tools to support product development, compliance, and operational processes and create reports; Platform as a service (PAAS) featuring computer software platforms for financial data management software for financial institutions to design and operate investment products, provide technology infrastructure, and software tools to support product development, compliance, and operational processes and create reports; Software as a service (SAAS) services featuring software for financial data management software for financial institutions to design and operate investment products, provide technology infrastructure, and software tools to support product development, compliance, and operational processes and create reports; Software as a service (SAAS) services, namely, hosting software for use by others for financial data management software for financial institutions to design and operate investment products, provide technology infrastructure, and software tools to support product development, compliance, and operational processes and create reports
Owner
- PVP Partners, LLC, Great Falls, VA, US
Prosecution history
- 24 Mar 2026 — ASSIGNED TO EXAMINER
- 16 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 15 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 15 Nov 2025 — NEW APPLICATION ENTERED