| Serial Number | 86372386 |
| Word Mark | 529 QUICKVIEW |
| Filing Date | Wednesday, August 20, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, November 12, 2024 |
| Registration Number | 4723013 |
| Registration Date | Tuesday, April 21, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 3, 2015 |
| Description of Mark | The mark consists of the numerals "529", followed by a magnifying glass, stacked atop the term "quickview". |
| Pseudo Mark | 529 QUICK VIEW |
| Goods and Services | financial services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "529" |
| 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 | Thursday, September 4, 2014 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, May 29, 2014 |
| First Use In Commerce Date | Thursday, May 29, 2014 |
| Party Name | ASCENSUS COLLEGE SAVINGS RECORDKEEPING SERVICES, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEWTON, MA 02459 |
| Party Name | ASCENSUS BROKER DEALER SERVICES, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Dresher, PA 19025 |
| Party Name | Ascensus Broker Dealer Services, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Newton, MA 02459 |
| Party Name | Ascensus Broker Dealer Services, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Newton, MA 02459 |
| Party Name | Ascensus Broker Dealer Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Newton, MA 02459 |
| Event Date | Event Description |
| Monday, December 1, 2014 | ASSIGNED TO EXAMINER |
| Monday, December 8, 2014 | NON-FINAL ACTION WRITTEN |
| Saturday, August 23, 2014 | NEW APPLICATION ENTERED |
| Thursday, September 4, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 5, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, December 8, 2014 | NON-FINAL ACTION E-MAILED |
| Monday, December 8, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, December 9, 2014 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, December 9, 2014 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 9, 2014 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, December 9, 2014 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, December 9, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, December 27, 2014 | ASSIGNED TO LIE |
| Wednesday, January 14, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 3, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 3, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 21, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 21, 2018 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, April 21, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Saturday, December 27, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 28, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, July 7, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, July 7, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, July 7, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, April 21, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, August 12, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, November 12, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, November 12, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, January 22, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, November 12, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, November 12, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |