| Serial Number | 97781325 |
| Word Mark | ADMINISTRATIVE FAMILY OFFICE |
| Filing Date | Sunday, February 5, 2023 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Wednesday, November 6, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Downloadable mobile applications for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable mobile applications for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; downloadable computer software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultrahigh net worth individuals and their related entities; downloadable computer software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; comprehensive database management system comprised primarily of downloadable computer software for database management and also including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database |
| Goods and Services | Software as a service (SAAS) services featuring software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; software as a service (SAAS) services featuring software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database; providing a website featuring non-downloadable software for the management of financial affairs of ultra-high net worth individuals, their related entities such as partnerships, trusts, qualified plans, and corporations, and advisory firms serving ultra-high net worth individuals and their related entities; providing a website featuring non-downloadable software for use as a comprehensive database management system including document management, client relationship management, general ledger and transaction processing, investment performance reporting, investment management, data aggregation, with integrated reconciliation and verification, utilizing a single, integrated database |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, February 23, 2023 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, October 15, 2024 |
| First Use In Commerce Date | Tuesday, October 15, 2024 |
| 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 | Thursday, February 23, 2023 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, October 15, 2024 |
| First Use In Commerce Date | Tuesday, October 15, 2024 |
| Party Name | Eton Solutions, L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Morrisville, NC 27560 |
| Event Date | Event Description |
| Wednesday, February 8, 2023 | NEW APPLICATION ENTERED |
| Thursday, February 23, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 2, 2023 | ASSIGNED TO EXAMINER |
| Friday, November 24, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, November 24, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, November 24, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 23, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, February 23, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, May 24, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 24, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 24, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 6, 2024 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, November 6, 2024 | FINAL REFUSAL E-MAILED |
| Wednesday, November 6, 2024 | FINAL REFUSAL WRITTEN |
| Tuesday, November 12, 2024 | TEAS AMENDMENT OF USE RECEIVED |
| Tuesday, November 12, 2024 | USE AMENDMENT FILED |
| Tuesday, November 12, 2024 | AMENDMENT TO USE PROCESSING COMPLETE |