
| Serial Number | 90590538 |
| Word Mark | CALYPSO TREASURY FOUNDATIONS |
| Filing Date | Friday, March 19, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 13, 2024 |
| Registration Number | 7305176 |
| Registration Date | Tuesday, February 13, 2024 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 21, 2022 |
| Disclaimer with Predetermined Text | "TREASURY" |
| Goods and Services | Providing temporary use of non-downloadable cloud-based software to facilitate treasury management and cash and liquidity management; Providing temporary use of non-downloadable cloud-based software for automating financial trading processes and consolidating data to improve decision making relating to funding, liquidity, foreign exchange, and interest rates; Providing temporary use of non-downloadable cloud-based software for trading, facilitating risk management, back office processing and accounting that consolidates treasury data and operations into a single solution in the nature of a program application for trading, facilitating risk management, settlement and accounting covering all aspects of funding, trading, risk, liquidity management and finance functions; Providing temporary use of non-downloadable cloud-based software for providing a real-time dashboard to pilot treasury activity and analysis to monitor notional and interest rate gaps; Providing temporary use of non-downloadable cloud-based software for daily monitoring of end of day valuations, risk and profit and loss (PL) calculations, payment reconciliation and accounting entries for trading strategies including pre-deal and post-deal limit checks, and covering credit risk and settlement risk; Providing temporary use of non-downloadable cloud-based software for streamlining treasury operations, namely, trade capture, trade pricing and valuations, intra-day and end of day risk and profit and loss calculations, trade confirmations, settlement of cash and securities and accounting transactions and related trade processing workflows by enabling exception based straight-through processing of a trade starting from capture, and all of the way through life cycle events, confirmations, settlement and accounting, including validation and matching of messages and regulatory reporting to regulators; Providing temporary use of non-downloadable cloud-based software featuring pre-loaded blank report templates for generating risk and regulatory reports, client statements, process automation workflows in connection with trades, lifecycle, settlement, messages, inventory, accounting and audit operations |
| 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 | Tuesday, June 22, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Monday, March 15, 2021 |
| First Use In Commerce Date | Monday, March 15, 2021 |
| Party Name | ADENZA, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10016 |
| Party Name | ADENZA, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10016 |
| Party Name | Calypso Technology, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10016 |
| Party Name | Calypso Technology, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10016 |
| Event Date | Event Description |
| Tuesday, February 13, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, February 13, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 9, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, January 8, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, December 12, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 12, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 12, 2023 | ASSIGNED TO LIE |
| Thursday, July 13, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, June 21, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Wednesday, June 21, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, March 30, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, March 30, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, March 30, 2023 | SU - NON-FINAL ACTION - WRITTEN |
| Saturday, March 4, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Friday, March 3, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, February 15, 2023 | USE AMENDMENT FILED |
| Friday, March 3, 2023 | SOU EXTENSION 1 GRANTED |
| Wednesday, February 15, 2023 | SOU EXTENSION 1 FILED |
| Friday, March 3, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, February 15, 2023 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, February 15, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, August 16, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 21, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 21, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 1, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 17, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 17, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 17, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 17, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 17, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, May 4, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, May 4, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 4, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 4, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 4, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 26, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 25, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 25, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 15, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, November 15, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, November 15, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, November 15, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, November 15, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, November 15, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, October 26, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, October 26, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 26, 2021 | NON-FINAL ACTION WRITTEN |
| Thursday, October 21, 2021 | ASSIGNED TO EXAMINER |
| Wednesday, July 28, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, June 22, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, March 23, 2021 | NEW APPLICATION ENTERED |