| Serial Number | 88344344 |
| Word Mark | FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS |
| Filing Date | Monday, March 18, 2019 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, November 17, 2020 |
| Registration Number | 6201180 |
| Registration Date | Tuesday, November 17, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 21, 2020 |
| Goods and Services | software as a service (SaaS) services featuring software for use by the financial services industry in loan pricing, profitability analysis, asset liability management reporting and analysis, financial portfolio analysis for financial institutions, financial risk analysis, financial risk management, credit risk management, risk management, regulatory compliance, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing |
| Goods and Services | regulatory compliance consulting services in the field of finance and banking |
| Pseudo Mark | FINANCIAL INSIGHTS AND TECHNOLOGY SOLUTIONS |
| Goods and Services | loan and portfolio financial management for financial institutions; loan pricing services, namely, providing information to financial institutions to assist in setting loan prices; asset liability management reporting and analysis, namely, analyzing and reporting on the process of a financial institution's management of assets and cash flows to reduce the institution's risk of loss; financial risk management consulting; financial risk analysis; credit risk management consulting; risk management consulting; financial risk assessment services, namely, stress testing loan portfolios of financial institutions, namely, credit stress testing, liquidity stress testing, and interest rate risk stress testing |
| Goods and Services | consulting and information concerning accounting; business consulting and information services; business risk management consulting; business consulting services, namely, analyzing the profitability of financial institutions |
| NOT AVAILABLE | "FINANCIAL" OR "TECHNOLOGY SOLUTIONS" |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, April 5, 2019 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, June 11, 2019 |
| First Use In Commerce Date | Tuesday, June 11, 2019 |
| 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 | Friday, April 5, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 11, 2019 |
| First Use In Commerce Date | Tuesday, June 11, 2019 |
| 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, April 5, 2019 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, June 11, 2019 |
| First Use In Commerce Date | Tuesday, June 11, 2019 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, April 5, 2019 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, June 11, 2019 |
| First Use In Commerce Date | Tuesday, June 11, 2019 |
| Party Name | Pacific Coast Bankers' Bank |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Walnut Creek, CA 94597 |
| Party Name | Pacific Coast Bankers' Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Walnut Creek, CA 94596 |
| Party Name | Pacific Coast Bankers' Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Walnut Creek, CA 94596 |
| Event Date | Event Description |
| Thursday, March 21, 2019 | NEW APPLICATION ENTERED |
| Friday, April 5, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 29, 2019 | ASSIGNED TO EXAMINER |
| Sunday, June 2, 2019 | PRIORITY ACTION WRITTEN |
| Sunday, June 2, 2019 | PRIORITY ACTION E-MAILED |
| Sunday, June 2, 2019 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Tuesday, November 26, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, November 26, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, November 27, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, December 17, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, December 19, 2019 | ASSIGNED TO LIE |
| Wednesday, January 1, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 21, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 21, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 17, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, September 10, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, September 10, 2020 | SOU TEAS EXTENSION RECEIVED |
| Friday, September 18, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, September 10, 2020 | SOU EXTENSION 1 FILED |
| Friday, September 18, 2020 | SOU EXTENSION 1 GRANTED |
| Thursday, September 10, 2020 | USE AMENDMENT FILED |
| Friday, September 18, 2020 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, September 19, 2020 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Saturday, October 10, 2020 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, October 13, 2020 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, November 17, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, November 17, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, November 14, 2025 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, November 14, 2025 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, November 14, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 14, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, November 14, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |