| Serial Number | 85884392 |
| Word Mark | EZE |
| Filing Date | Friday, March 22, 2013 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, July 31, 2024 |
| Registration Number | 4557033 |
| Registration Date | Tuesday, June 24, 2014 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 6, 2013 |
| Description of Mark | The mark consists of a stylized letter "Z" between two stylized letters "E" with the right-hand letter "E" displayed as a reverse image, all enclosed in a circle. |
| Goods and Services | Computer software, namely, software for use by investment management financial professionals for use in portfolio management, trade order management, order execution management, compliance management and operations management; Computer software used for integrated global trade order management, namely, analyzing and re-balancing portfolios, strategy-based modeling, creating fully allocated orders that can be electronically delivered, creating and sending orders generated by third party modeling systems, monitoring portfolio performance, and viewing and modifying arbitrage and market neutral positions, in the field of investment management; Computer software used for monitoring trade related compliance obligations; Computer software used for order entry, electronic trading and transmission of orders to third party brokers and other trade execution facilities; Computer software used for electronically locating securities to borrow or short from multiple lenders or lending services in the field of investment management; and Computer software used for maintaining current and historical price, quote and sales information for securities and financial instruments |
| Pseudo Mark | EASY |
| Goods and Services | [ Providing financial consultation on portfolio management, trade management, execution management, compliance management and operations management in the field of investment management ] |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | Software as a service (SaaS) services featuring software for use by investment management financial professionals for use in portfolio management, trade order management, order execution management, compliance management and operations management; Software as a service (SaaS) services, namely, hosting software for use by investment management financial professionals for use in portfolio management, trade order management, order execution management, compliance management and operations management; Software as a service (SaaS) services featuring software for providing systematic planning, monitoring, and reporting on the brokerage commission allocation process and in the field of securities; Software as a service (SaaS) services, namely, hosting software for providing systematic planning, monitoring, and reporting on the brokerage commission allocation process and in the field of securities; Providing customization of computer software in the field of securities and asset portfolio management, trade order management and order execution management; Providing technical support, namely, troubleshooting of computer software problems for software used for portfolio management, trade order management, order execution management, compliance management and operations management |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 27, 2013 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, April 19, 2013 |
| First Use In Commerce Date | Friday, April 19, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 27, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, April 4, 2013 |
| First Use In Commerce Date | Thursday, April 4, 2013 |
| 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 | Wednesday, March 27, 2013 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, April 19, 2013 |
| First Use In Commerce Date | Friday, April 19, 2013 |
| Party Name | EZE CASTLE SOFTWARE LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10017 |
| Party Name | EZE SOFTWARE GROUP LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 |
| Party Name | EZE SOFTWARE GROUP LLC |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02210 |
| Party Name | Diamondback Software, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02210 |
| Party Name | Diamondback Software, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02210 |
| Event Date | Event Description |
| Tuesday, March 26, 2013 | NEW APPLICATION ENTERED |
| Wednesday, March 27, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 28, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, June 30, 2013 | ASSIGNED TO EXAMINER |
| Sunday, June 30, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 17, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, September 11, 2013 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, April 1, 2014 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 1, 2014 | USE AMENDMENT FILED |
| Tuesday, April 22, 2014 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 29, 2014 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, May 14, 2014 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 20, 2014 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, August 6, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, August 6, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 1, 2013 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 24, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 16, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, June 24, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, May 27, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, August 18, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 18, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, August 18, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, June 24, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, May 8, 2024 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, May 10, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, May 10, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, May 10, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, May 10, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, May 10, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 30, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 31, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, July 31, 2024 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, July 31, 2024 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |