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 REGISTERED AND RENEWED as of Thursday, May 14, 2015. 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
first rate advisor

General Information


Serial Number76380061
Word MarkFIRST RATE ADVISOR
Filing DateFriday, March 8, 2002
Status800 - REGISTERED AND RENEWED
Status DateThursday, May 14, 2015
Registration Number2944330
Registration DateTuesday, April 26, 2005
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 15, 2002

Trademark Statements


Disclaimer with Predetermined Text"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 Code6 - Active
Class Status DateTuesday, March 19, 2002
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
Wednesday, May 22, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, May 14, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, May 14, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, May 14, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, May 13, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 27, 2015TEAS SECTION 8 & 9 RECEIVED
Monday, October 31, 2011NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Monday, October 31, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, October 29, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 6, 2011TEAS SECTION 8 & 15 RECEIVED
Tuesday, April 26, 2005REGISTERED-PRINCIPAL REGISTER
Monday, February 7, 2005LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, February 4, 2005ASSIGNED TO LIE
Friday, February 4, 2005ASSIGNED TO LIE
Tuesday, February 1, 2005ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, January 25, 2005STATEMENT OF USE PROCESSING COMPLETE
Friday, January 7, 2005USE AMENDMENT FILED
Friday, January 7, 2005TEAS STATEMENT OF USE RECEIVED
Friday, January 7, 2005TEAS EXTENSION RECEIVED
Wednesday, August 25, 2004TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 3, 2004EXTENSION 3 GRANTED
Wednesday, July 7, 2004EXTENSION 3 FILED
Tuesday, July 13, 2004CASE FILE IN TICRS
Wednesday, July 7, 2004TEAS EXTENSION RECEIVED
Tuesday, January 13, 2004EXTENSION 2 GRANTED
Thursday, December 18, 2003EXTENSION 2 FILED
Thursday, December 18, 2003TEAS EXTENSION RECEIVED
Monday, July 7, 2003EXTENSION 1 GRANTED
Tuesday, June 10, 2003EXTENSION 1 FILED
Friday, June 13, 2003PAPER RECEIVED
Tuesday, January 7, 2003NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 15, 2002PUBLISHED FOR OPPOSITION
Wednesday, September 25, 2002NOTICE OF PUBLICATION
Friday, July 19, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 15, 2002EXAMINER'S AMENDMENT MAILED
Friday, June 28, 2002ASSIGNED TO EXAMINER
Friday, June 28, 2002ASSIGNED TO EXAMINER