CUSTVESTOR - Trademark Details
Status: 700 - Registered
Serial Number
86823849
Registration Number
5288571
Word Mark
CUSTVESTOR
Status
700 - Registered
Status Date
2017-09-19
Filing Date
2015-11-18
Registration Number
5288571
Registration Date
2017-09-19
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2017-07-04
Attorney Name
Law Office Assigned Location Code
L40
Employee Name
PARK, JENNY K
Statements
Goods and Services
Capital investment services; Crowdfunding services in the nature of accepting and administering monetary contributions from a group of individuals; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Financial due diligence; Financial information; Financial information and evaluations; Financial information processing; Financial information provided by electronic means in the field of private placement of securities, business fundraising and crowdfunding; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Investment by electronic means; Private equity fund investment services; Providing financial information via a web site; Providing investors with financial information
Goods and Services
Providing a website featuring non-downloadable software for business fundraising, investment transactions and crowdfunding applications, namely, non-downloadable software for use in facilitating, managing, and processing compliant investments offered by businesses, institutions, and organizations to customers and supporters wishing to invest under the new authorities created by the JOBS Act of 2012, while minimizing obstacles created by complex regulatory requirements, lack of access to compliance resources, and competing demands on issuers, and offering turnkey solutions that integrate necessary providers and processes required for key functions, including due diligence, issuer and investor background checks, site hosting, transfer and escrow, investor education, and/or investor relations capabilities, in the nature of software for processing investment transactions and software for managing crowdfunding offerings and investments; Providing temporary use of on-line non-downloadable software and applications for business fundraising, investment transactions and crowdfunding, namely, non-downloadable software and applications for use in facilitating, managing, and processing compliant investments offered by businesses, institutions, and organizations to customers and supporters wishing to invest under the new authorities created by the JOBS Act of 2012, while minimizing obstacles created by complex regulatory requirements, lack of access to compliance resources, and competing demands on issuers, and offering turnkey solutions that integrate necessary providers and processes required for key functions, including due diligence, issuer and investor background checks, site hosting, transfer and escrow, investor education, and/or investor relations capabilities, in the nature of software for processing investment transactions and software for managing crowdfunding offerings and investments
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2015-11-23
Primary Code
036
First Use Anywhere Date
2015-08-01
First Use In Commerce Date
2015-08-01
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2015-11-23
Primary Code
042
First Use Anywhere Date
2015-08-01
First Use In Commerce Date
2015-08-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Amy Pearson
Address
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Trademark Events
Event Date | Event Description |
2015-11-21 | NEW APPLICATION ENTERED IN TRAM |
2015-11-23 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2016-03-11 | ASSIGNED TO EXAMINER |
2016-03-14 | NON-FINAL ACTION WRITTEN |
2016-03-14 | NON-FINAL ACTION E-MAILED |
2016-03-14 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2016-07-01 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2016-07-01 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2016-07-19 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2016-07-19 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2016-09-14 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2016-09-14 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2016-09-14 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2016-10-05 | NON-FINAL ACTION WRITTEN |
2016-10-05 | NON-FINAL ACTION E-MAILED |
2016-10-05 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2017-04-03 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2017-04-14 | ASSIGNED TO LIE |
2017-04-27 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2017-04-27 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2017-05-19 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2017-05-31 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2017-06-14 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2017-07-04 | PUBLISHED FOR OPPOSITION |
2017-07-04 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2017-09-08 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
2017-09-08 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
2017-09-19 | REGISTERED-PRINCIPAL REGISTER |