ALBRIDGE WEALTH REPORTING Trademark

Trademark Overview


On Monday, October 24, 2016, a trademark application was filed for ALBRIDGE WEALTH REPORTING with the United States Patent and Trademark Office. The USPTO has given the ALBRIDGE WEALTH REPORTING trademark a serial number of 87212855. The federal status of this trademark filing is REGISTERED as of Tuesday, April 10, 2018. This trademark is owned by Albridge Solutions, Inc.. The ALBRIDGE WEALTH REPORTING trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

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

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

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
albridge wealth reporting

General Information


Serial Number87212855
Word MarkALBRIDGE WEALTH REPORTING
Filing DateMonday, October 24, 2016
Status700 - REGISTERED
Status DateTuesday, April 10, 2018
Registration Number5441105
Registration DateTuesday, April 10, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 23, 2018

Trademark Statements


Goods and ServicesPROVIDING 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 ServicesPreparing 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
Disclaimer with Predetermined Text"WEALTH REPORTING"
Goods and ServicesProviding 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 Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 3, 2017
Primary Code035
First Use Anywhere DateWednesday, October 31, 2007
First Use In Commerce DateWednesday, October 31, 2007

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 27, 2016
Primary Code036
First Use Anywhere DateWednesday, October 31, 2007
First Use In Commerce DateWednesday, October 31, 2007

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, October 27, 2016
Primary Code042
First Use Anywhere DateWednesday, October 31, 2007
First Use In Commerce DateWednesday, October 31, 2007

Trademark Owner History


Party NameAlbridge Solutions, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLawrenceville, NJ 08648

Party NameAlbridge Solutions, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLawrenceville, NJ 08648

Party NameAlbridge Solutions, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLawrenceville, NJ 08648

Trademark Events


Event DateEvent Description
Monday, April 10, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, April 10, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, January 23, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 23, 2018PUBLISHED FOR OPPOSITION
Wednesday, January 3, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, December 14, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 8, 2017EXAMINER'S AMENDMENT ENTERED
Friday, December 8, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, December 8, 2017EXAMINERS AMENDMENT E-MAILED
Friday, December 8, 2017EXAMINERS AMENDMENT -WRITTEN
Wednesday, December 6, 2017PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, October 24, 2017WITHDRAWN FROM PUB - OG REVIEW QUERY
Friday, October 6, 2017LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, October 5, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, October 3, 2017PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, October 3, 2017WITHDRAWN FROM PUB - MANAGING ATTORNEY REQUEST
Friday, September 29, 2017NOTICE OF REVIVAL - E-MAILED
Friday, September 29, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 29, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 29, 2017ASSIGNED TO LIE
Friday, September 29, 2017JURISDICTION RESTORED TO EXAMINING ATTORNEY
Friday, September 29, 2017PETITION GRANTED - RESPONSE RECEIVED
Friday, September 29, 2017ASSIGNED TO PETITION STAFF
Friday, September 22, 2017PETITION TO REVIVE-RECEIVED
Friday, September 22, 2017TEAS PETITION TO DIRECTOR RECEIVED
Monday, September 11, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, September 9, 2017EXAMINER'S AMENDMENT ENTERED
Saturday, September 9, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Saturday, September 9, 2017EXAMINERS AMENDMENT E-MAILED
Saturday, September 9, 2017EXAMINERS AMENDMENT -WRITTEN
Thursday, February 9, 2017NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, February 9, 2017EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Thursday, February 9, 2017COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Thursday, February 9, 2017EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Wednesday, February 1, 2017ASSIGNED TO EXAMINER
Thursday, October 27, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, October 27, 2016NEW APPLICATION ENTERED