ALBRIDGE WEALTH REPORTING - Trademark Details
Status: 700 - Registered
Serial Number
87212855
Registration Number
5441105
Word Mark
ALBRIDGE WEALTH REPORTING
Status
700 - Registered
Status Date
2018-04-10
Filing Date
2016-10-24
Registration Number
5441105
Registration Date
2018-04-10
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-01-23
Attorney Name
Law Office Assigned Location Code
L50
Employee Name
DAHLING, KRISTIN M
Statements
Disclaimer with Predetermined Text
"WEALTH REPORTING"
Goods and Services
Preparing financial reports for others, namely, providing portfolio accounting and reporting services; data and document management services, namely, business records management related to financial institutions; all of the aforementioned services being provided to financial organizations for use with their client investment holdings and transactions
Goods and Services
PROVIDING A WEBSITE FEATURING INFORMATION IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; PROVIDING AN ON-LINE COMPUTER DATABASE ON GLOBAL COMPUTER NETWORKS IN THE FIELD OF CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; FINANCIAL SERVICES, NAMELY, COORDINATION OF A CLIENT'S INVESTMENT PORTFOLIO'S MAINTENANCE, TRADING, REBALANCING, AND TAX MANAGEMENT NEEDS, WITH SAID SERVICES BEING FOR USE BY FINANCIAL ORGANIZATIONS WITH THEIR CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS; PROVIDING AN ONLINE COMPUTER WEB SITE THAT PROVIDES FINANCIAL TRANSACTION DATA AND FINANCIAL ACCOUNT MANAGEMENT DATA, WITH SAID SERVICES BEING PROVIDED TO FINANCIAL ORGANIZATIONS FOR USE WITH THEIR CLIENT INVESTMENT HOLDINGS AND TRANSACTIONS
Goods and Services
Providing temporary use of on-line non-downloadable software in the field of financial services to enable portfolio accounting and reporting, data and account management, operational and compliance monitoring, financial account data aggregation, and data warehousing
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2017-10-03
Primary Code
035
First Use Anywhere Date
2007-10-31
First Use In Commerce Date
2007-10-31
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
2016-10-27
Primary Code
036
First Use Anywhere Date
2007-10-31
First Use In Commerce Date
2007-10-31
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
2016-10-27
Primary Code
042
First Use Anywhere Date
2007-10-31
First Use In Commerce Date
2007-10-31
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
KIRSTEN R. RYDSTROM
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 5039939 |
Trademark Events
| Event Date | Event Description |
| 2016-10-27 | NEW APPLICATION ENTERED IN TRAM |
| 2016-10-27 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-02-01 | ASSIGNED TO EXAMINER |
| 2017-02-09 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| 2017-02-09 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY |
| 2017-02-09 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| 2017-02-09 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| 2017-09-09 | EXAMINERS AMENDMENT -WRITTEN |
| 2017-09-09 | EXAMINERS AMENDMENT E-MAILED |
| 2017-09-09 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2017-09-09 | EXAMINER'S AMENDMENT ENTERED |
| 2017-09-11 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2017-09-22 | TEAS PETITION TO DIRECTOR RECEIVED |
| 2017-09-22 | PETITION TO REVIVE-RECEIVED |
| 2017-09-29 | ASSIGNED TO PETITION STAFF |
| 2017-09-29 | PETITION GRANTED - RESPONSE RECEIVED |
| 2017-09-29 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| 2017-09-29 | ASSIGNED TO LIE |
| 2017-09-29 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2017-09-29 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2017-09-29 | NOTICE OF REVIVAL - E-MAILED |
| 2017-10-03 | WITHDRAWN FROM PUB - MANAGING ATTORNEY REQUEST |
| 2017-10-03 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| 2017-10-05 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2017-10-06 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2017-10-24 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| 2017-12-06 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| 2017-12-08 | EXAMINERS AMENDMENT -WRITTEN |
| 2017-12-08 | EXAMINERS AMENDMENT E-MAILED |
| 2017-12-08 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| 2017-12-08 | EXAMINER'S AMENDMENT ENTERED |
| 2017-12-14 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2018-01-03 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2018-01-23 | PUBLISHED FOR OPPOSITION |
| 2018-01-23 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2018-04-10 | REGISTERED-PRINCIPAL REGISTER |
