| Serial Number | 87568252 |
| Word Mark | CLIENT PROFILER |
| Filing Date | Monday, August 14, 2017 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Thursday, August 24, 2023 |
| Registration Number | 5409342 |
| Registration Date | Tuesday, February 20, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing on-line non-downloadable software for analyzing client's key financial planning needs by financial advisors within the financial services industry using a scoring methodology to determine the highest priority needs for consumers |
| 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 | Saturday, August 19, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, May 12, 2017 |
| First Use In Commerce Date | Wednesday, August 9, 2017 |
| Party Name | CapitalRock, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | North Salt Lake, UT 84054 |
| Party Name | CapitalRock, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | North Salt Lake, UT 84054 |
| Event Date | Event Description |
| Thursday, August 24, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |
| Thursday, August 24, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Thursday, August 24, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, March 23, 2023 | TEAS SECTION 8 RECEIVED |
| Monday, February 20, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, February 20, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Tuesday, January 16, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, January 9, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, January 5, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, January 5, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, January 5, 2018 | ASSIGNED TO LIE |
| Wednesday, December 20, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, December 20, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, November 15, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 15, 2017 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 15, 2017 | NON-FINAL ACTION WRITTEN |
| Wednesday, November 15, 2017 | ASSIGNED TO EXAMINER |
| Saturday, August 19, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 17, 2017 | NEW APPLICATION ENTERED |