ECHELON Trademark

Trademark Overview

On Friday, August 25, 2023, a trademark application was filed for ECHELON with the United States Patent and Trademark Office. The USPTO has given the ECHELON trademark a serial number of 98150713. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, July 23, 2024. This trademark is owned by Infovisa, Inc.. The ECHELON trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management; Providing a web hosting platform for trust accounting, investments, and portfolio management; Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management, namely, software for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation; Providing a web hosting platform for trust accounting, investments, and portfolio management, namely, a platform for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation
echelon

General Information

Serial Number98150713
Word MarkECHELON
Filing DateFriday, August 25, 2023
Status688 - NOTICE OF ALLOWANCE - ISSUED
Status DateTuesday, July 23, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 28, 2024

Trademark Statements

Goods and ServicesSoftware as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management; Providing a web hosting platform for trust accounting, investments, and portfolio management; Software as a service (SAAS) services featuring software for trust accounting, investments, and portfolio management, namely, software for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation; Providing a web hosting platform for trust accounting, investments, and portfolio management, namely, a platform for tax accounting, performance measurement and reporting, portfolio rebalancing, fee calculation and processing, creating customizable workflows, contact resource management (CRM), and statement design and generation

Classification Information

International Class042 - 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 Codes100, 101
Class Status Code6 - Active
Class Status DateThursday, September 21, 2023
Primary Code042
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameInfovisa, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressCornelius, NC 28031
Party NameInfovisa, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressCornelius, NC 28031

Trademark Events

Event DateEvent Description
Tuesday, August 29, 2023NEW APPLICATION ENTERED
Thursday, September 21, 2023NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, April 25, 2024APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, April 25, 2024ASSIGNED TO EXAMINER
Wednesday, May 8, 2024NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, May 28, 2024PUBLISHED FOR OPPOSITION
Tuesday, May 28, 2024OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, July 23, 2024NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Related Keywords

echelon management accounting portfolio software investments trust platform customizable creating processing