| 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 | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 21, 2022 |
| NOT AVAILABLE | "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 US |
| Party Name | ADENZA, INC. |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10016 US |
| Party Name | Calypso Technology, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10016 US |
| Party Name | Calypso Technology, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10016 US |
| Event Date | Event Description |
| Tuesday, March 23, 2021 | NEW APPLICATION ENTERED |
| Tuesday, June 22, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, July 28, 2021 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, October 21, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, October 26, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 26, 2021 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 26, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 15, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, November 15, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, November 15, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, November 15, 2021 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Monday, November 15, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, November 15, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Monday, April 25, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 25, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, April 26, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 4, 2022 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Wednesday, May 4, 2022 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 4, 2022 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, May 4, 2022 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 4, 2022 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, May 17, 2022 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, May 17, 2022 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 17, 2022 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 17, 2022 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 17, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 1, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 21, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 21, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 16, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, February 15, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 15, 2023 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, February 15, 2023 | SOU TEAS EXTENSION RECEIVED |
| Friday, March 3, 2023 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, February 15, 2023 | SOU EXTENSION 1 FILED |
| Friday, March 3, 2023 | SOU EXTENSION 1 GRANTED |
| Wednesday, February 15, 2023 | USE AMENDMENT FILED |
| Friday, March 3, 2023 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, March 4, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, March 30, 2023 | SU - NON-FINAL ACTION - WRITTEN |
| Thursday, March 30, 2023 | NON-FINAL ACTION E-MAILED |
| Thursday, March 30, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 21, 2023 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Wednesday, June 21, 2023 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, July 13, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, December 12, 2023 | ASSIGNED TO LIE |
| Tuesday, December 12, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, December 12, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 8, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, January 9, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, February 13, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, February 13, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, June 12, 2026 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, June 12, 2026 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, June 12, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 12, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, June 12, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |