FIRST RATE ADVISOR Trademark

Trademark Overview


On Friday, March 8, 2002, a trademark application was filed for FIRST RATE ADVISOR with the United States Patent and Trademark Office. The USPTO has given the FIRST RATE ADVISOR trademark a serial number of 76380061. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 7, 2025. This trademark is owned by First Rate, Inc.. The FIRST RATE ADVISOR trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

Computer software, namely, software for personalized investment performance measurement and attribution analysis reports and graphs; investment performance reporting; and performance analysis tools for various portfolios, namely, tools to calculate, audit, monitor and report on investment portfolios

General Information


Serial Number76380061
Word MarkFIRST RATE ADVISOR
Filing DateFriday, March 8, 2002
Status710 - CANCELLED - SECTION 8
Status DateFriday, November 7, 2025
Registration Number2944330
Registration DateTuesday, April 26, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 15, 2002

Trademark Statements


NOT AVAILABLE"ADVISOR"
Goods and ServicesComputer software, namely, software for personalized investment performance measurement and attribution analysis reports and graphs; investment performance reporting; and performance analysis tools for various portfolios, namely, tools to calculate, audit, monitor and report on investment portfolios

Classification Information


International Class009 - 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 Codes021, 023, 026, 036, 038
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 7, 2025
Primary Code009
First Use Anywhere DateFriday, December 31, 2004
First Use In Commerce DateFriday, December 31, 2004

Trademark Owner History


Party NameFIRST RATE IP, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressARLINGTON, TX 76006

Party NameFirst Rate, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressArlington, TX 76006

Party NameFirst Rate, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressArlington, TX 76006

Party NameFirst Rate, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressArlington, TX 76006

Trademark Events


Event DateEvent Description
Friday, June 28, 2002ASSIGNED TO EXAMINER
Friday, June 28, 2002ASSIGNED TO EXAMINER
Monday, July 15, 2002EXAMINER'S AMENDMENT MAILED
Friday, July 19, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 25, 2002NOTICE OF PUBLICATION
Tuesday, October 15, 2002PUBLISHED FOR OPPOSITION
Tuesday, January 7, 2003NOA MAILED - SOU REQUIRED FROM APPLICANT
Friday, June 13, 2003PAPER RECEIVED
Tuesday, June 10, 2003SOU EXTENSION 1 FILED
Monday, July 7, 2003SOU EXTENSION 1 GRANTED
Thursday, December 18, 2003SOU TEAS EXTENSION RECEIVED
Thursday, December 18, 2003SOU EXTENSION 2 FILED
Tuesday, January 13, 2004SOU EXTENSION 2 GRANTED
Wednesday, July 7, 2004SOU TEAS EXTENSION RECEIVED
Tuesday, July 13, 2004CASE FILE IN TICRS
Wednesday, July 7, 2004SOU EXTENSION 3 FILED
Tuesday, August 3, 2004SOU EXTENSION 3 GRANTED
Wednesday, August 25, 2004TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 7, 2005SOU TEAS EXTENSION RECEIVED
Friday, January 7, 2005TEAS STATEMENT OF USE RECEIVED
Friday, January 7, 2005USE AMENDMENT FILED
Tuesday, January 25, 2005STATEMENT OF USE PROCESSING COMPLETE
Tuesday, February 1, 2005ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, February 4, 2005ASSIGNED TO LIE
Friday, February 4, 2005ASSIGNED TO LIE
Monday, February 7, 2005LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, April 26, 2005REGISTERED-PRINCIPAL REGISTER
Thursday, October 6, 2011TEAS SECTION 8 & 15 RECEIVED
Saturday, October 29, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 31, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, October 31, 2011NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Monday, April 27, 2015TEAS SECTION 8 & 9 RECEIVED
Wednesday, May 13, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 14, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, May 14, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, May 14, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, May 22, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, April 26, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, November 7, 2025CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9