| Serial Number | 98567757 |
| Word Mark | EASEFOLIO |
| Filing Date | Friday, May 24, 2024 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 4, 2025 |
| Registration Number | 7711976 |
| Registration Date | Tuesday, March 4, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 14, 2025 |
| Pseudo Mark | EASE FOLIO |
| Goods and Services | Software as a service (SAAS) services featuring software for portfolio tracking, risk management, financial reporting, investment analytics, and compliance monitoring for use by hedge fund managers, wealth managers, holding companies, fund administrators, private equity firms, family offices, investment advisors, and financial professionals |
| 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 | Friday, May 24, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, January 11, 2023 |
| First Use In Commerce Date | Wednesday, January 11, 2023 |
| Party Name | Black Mountain Investment Group LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Salt Lake City, UT 84111 |
| Party Name | Black Mountain Investment Group LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Salt Lake City, UT 84111 |
| Party Name | Black Mountain Investment Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Salt Lake City, UT 84111 |
| Event Date | Event Description |
| Friday, May 24, 2024 | NEW APPLICATION ENTERED |
| Monday, December 2, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, December 9, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, December 18, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 18, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, December 18, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, December 9, 2024 | NON-FINAL ACTION E-MAILED |
| Monday, December 9, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, December 9, 2024 | ASSIGNED TO EXAMINER |
| Thursday, December 19, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 8, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 14, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 14, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 4, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, March 4, 2025 | REGISTERED-PRINCIPAL REGISTER |