BONDWISE Trademark

Trademark Overview


On Thursday, June 1, 2023, a trademark application was filed for BONDWISE with the United States Patent and Trademark Office. The USPTO has given the BONDWISE trademark a serial number of 98023397. The federal status of this trademark filing is REGISTERED as of Tuesday, December 3, 2024. This trademark is owned by Pershing Investments LLC. The BONDWISE trademark is filed in the Insurance & Financial Services category with the following description:

Online financial management and investment management services; financial information services provided online from a computer database or global computer network, namely, providing information in the field of bonds; financial services in the nature of financial information and advisory services, investment management, and financial portfolio management, the foregoing offered via an information delivery, transaction management and reporting platform; financial advisory services, namely, providing financial information and analysis related to the construction and optimization of financial investments in fixed-income focused, algorithm-based financial portfolios; providing digitized financial and financial investment related information related to bond searches, bond positions and optimization of financial investment portfolios
bondwise

General Information


Serial Number98023397
Word MarkBONDWISE
Filing DateThursday, June 1, 2023
Status700 - REGISTERED
Status DateTuesday, December 3, 2024
Registration Number7591130
Registration DateTuesday, December 3, 2024
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 23, 2024

Trademark Statements


Pseudo MarkBOND WISE
Goods and ServicesOnline financial management and investment management services; financial information services provided online from a computer database or global computer network, namely, providing information in the field of bonds; financial services in the nature of financial information and advisory services, investment management, and financial portfolio management, the foregoing offered via an information delivery, transaction management and reporting platform; financial advisory services, namely, providing financial information and analysis related to the construction and optimization of financial investments in fixed-income focused, algorithm-based financial portfolios; providing digitized financial and financial investment related information related to bond searches, bond positions and optimization of financial investment portfolios

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 5, 2023
Primary Code036
First Use Anywhere DateSunday, October 1, 2023
First Use In Commerce DateSunday, October 1, 2023

Trademark Owner History


Party NamePershing Investments LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10286

Party NamePershing Investments LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10286

Party NamePershing Investments LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10286

Trademark Events


Event DateEvent Description
Monday, June 5, 2023NEW APPLICATION ENTERED
Wednesday, July 5, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, February 23, 2024ASSIGNED TO EXAMINER
Tuesday, March 5, 2024NON-FINAL ACTION WRITTEN
Tuesday, March 5, 2024NON-FINAL ACTION E-MAILED
Tuesday, March 5, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 13, 2024EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 13, 2024EXAMINERS AMENDMENT E-MAILED
Wednesday, March 13, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, March 13, 2024EXAMINER'S AMENDMENT ENTERED
Thursday, March 14, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 3, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, April 23, 2024PUBLISHED FOR OPPOSITION
Tuesday, April 23, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 18, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 22, 2024USE AMENDMENT FILED
Monday, July 22, 2024TEAS STATEMENT OF USE RECEIVED
Monday, September 23, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, September 24, 2024STATEMENT OF USE PROCESSING COMPLETE
Friday, October 18, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, October 18, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 3, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, December 3, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED