| Serial Number | 90323826 |
| Word Mark | 1R FIRST RATE |
| Filing Date | Tuesday, November 17, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 11, 2022 |
| Registration Number | 6868676 |
| Registration Date | Tuesday, October 11, 2022 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 26, 2022 |
| Goods and Services | Educational services, namely, conducting workshops, seminars, and training sessions in the fields of business and financial analytics, investment performance, investment reporting, and customer relationship management |
| Description of Mark | The mark consists of white background with the words FIRST RATE in capital letters in dark blue. Between the two words is a capital R surrounded by a box. The R is in green with the left arm in dark blue which is reflected as the number one. The surrounding box is in dark blue. |
| Goods and Services | Financial services, namely, providing an Internet website wealth management portal for the rendering of financial services for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement and provides tools for customer relationship management (CRM); Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes |
| Section 2(f) Limitation Statement | As to "FIRST RATE" |
| Indication of Colors claimed | The color(s) dark blue, green, and white is/are claimed as a feature of the mark. |
| Goods and Services | Platform as a service (PAAS), namely, providing a wealth management platform for financial advisors and managers that integrates, stores and manages client information, provides investment performance measurement tools, and provides tools for customer relationship management (CRM); Computer software design for others and design of software for others that is accessible online; Computer software and data management consulting services in the field of business and financial analytics, investment performance, and customer relationship management (CRM); Application service provider featuring application programming interface (API) software for integrating financial and investment performance data into other platforms or applications; Application service provider featuring application programming interface (API) software for accessing financial and investment performance data from other platforms or applications; Software as a service (SAAS) services featuring software using artificial intelligence (AI), machine learning, natural-language generation (NLG), and advanced analytics to parse and provide insight into financial and investment performance data; Application service provider featuring application programming interface (API) software for creating and sending reports on financial data and investment performance; ; Software as a service (SaaS) services featuring software for analyzing, auditing, monitoring, and reporting on investment performance; Software as a service (SaaS) services featuring software for creating customized reports on investment performance; Software as a service (SaaS) services featuring software for financial risk assessment and regulatory compliance; Software as a service (SaaS) services featuring software for aggregating data on financial performance; Software as a service (SaaS) services featuring software for billing and collections management; Software as a service (SaaS) services featuring software for identifying and reconciling errors or inconsistencies in financial data; Software as a service (SaaS) services featuring software for automating the analysis and reporting of financial data; Software as a service (SaaS) services featuring software for analyzing productivity and profitability of employees in the financial services sector |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 15, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 15, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| 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. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 15, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| Party Name | First Rate IP, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, TX 76006 |
| Party Name | First Rate IP, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, TX 76006 |
| Party Name | First Rate IP, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Arlington, TX 76006 |
| Event Date | Event Description |
| Tuesday, October 11, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, October 11, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 26, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 26, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, July 6, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, June 23, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 22, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 22, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 22, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, May 31, 2022 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED |
| Tuesday, May 31, 2022 | CONTINUATION OF FINAL REFUSAL E-MAILED |
| Tuesday, May 31, 2022 | ACTION CONTINUING A FINAL - COMPLETED |
| Wednesday, May 18, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, May 17, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, May 17, 2022 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, November 17, 2021 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, November 17, 2021 | FINAL REFUSAL E-MAILED |
| Wednesday, November 17, 2021 | FINAL REFUSAL WRITTEN |
| Thursday, November 11, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, November 11, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 11, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, May 11, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 11, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 11, 2021 | NON-FINAL ACTION WRITTEN |
| Wednesday, April 28, 2021 | ASSIGNED TO EXAMINER |
| Saturday, January 16, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 15, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, November 20, 2020 | NEW APPLICATION ENTERED IN TRAM |