529 QUICKVIEW Trademark

Trademark Overview

On Monday, December 29, 2008, a trademark application was filed for 529 QUICKVIEW with the United States Patent and Trademark Office. The USPTO has given the 529 QUICKVIEW trademark a serial number of 77640532. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, September 14, 2018. This trademark is owned by Upromise Investments, Inc.. The 529 QUICKVIEW trademark is filed in the Insurance & Financial Services category with the following description:

Financial Services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts
529 quickview

General Information

Serial Number77640532
Word Mark529 QUICKVIEW
Filing DateMonday, December 29, 2008
Status800 - REGISTERED AND RENEWED
Status DateFriday, September 14, 2018
Registration Number3668871
Registration DateTuesday, August 18, 2009
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 28, 2009

Trademark Statements

Pseudo Mark529 QUICK VIEW
Goods and ServicesFinancial Services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts
NOT AVAILABLE"529"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 2, 2009
Primary Code036
First Use Anywhere DateSaturday, March 1, 2008
First Use In Commerce DateMonday, December 1, 2008

Trademark Owner History

Party NameASCENSUS COLLEGE SAVINGS RECORDKEEPING SERVICES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02459
Party NameASCENSUS BROKER DEALER SERVICES, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressDRESHER, PA 19025
Party NameASCENSUS BROKER DEALER SERVICES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressNEWTON, MA 02459
Party NameUpromise Investments, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459
Party NameUpromise Investments, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewton, MA 02459
Party NameUpromise Investments, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459

Trademark Events

Event DateEvent Description
Saturday, January 3, 2009NOTICE OF PSEUDO MARK MAILED
Friday, January 2, 2009NEW APPLICATION ENTERED
Tuesday, April 28, 2009PUBLISHED FOR OPPOSITION
Wednesday, March 18, 2009ASSIGNED TO EXAMINER
Monday, March 23, 2009ASSIGNED TO LIE
Monday, March 23, 2009EXAMINERS AMENDMENT -WRITTEN
Monday, March 23, 2009EXAMINERS AMENDMENT E-MAILED
Monday, March 23, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, March 23, 2009EXAMINER'S AMENDMENT ENTERED
Monday, March 23, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 23, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 8, 2009NOTICE OF PUBLICATION
Thursday, July 16, 2015TEAS SECTION 8 & 15 RECEIVED
Wednesday, May 27, 2009EXTENSION OF TIME TO OPPOSE RECEIVED
Monday, July 13, 2009EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Tuesday, August 18, 2009REGISTERED-PRINCIPAL REGISTER
Monday, June 6, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 21, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, March 21, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 30, 2013TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 30, 2013ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, August 6, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, September 14, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, August 14, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 14, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, August 14, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, February 21, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Saturday, August 18, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 5, 2018TEAS SECTION 8 & 9 RECEIVED
Friday, September 14, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, September 14, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, September 14, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, January 22, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

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