FUNDVISUALIZER Trademark

Trademark Overview


On Thursday, February 22, 2018, a trademark application was filed for FUNDVISUALIZER with the United States Patent and Trademark Office. The USPTO has given the FUNDVISUALIZER trademark a serial number of 87807161. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, May 18, 2024. This trademark is owned by Putnam Retail Management, LP. The FUNDVISUALIZER trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

Computer software for use in financial data analysis and investment portfolio modeling; downloadable software in the nature of a mobile application for use in financial data analysis and investment portfolio modeling

Providing temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling
fundvisualizer

General Information


Serial Number87807161
Word MarkFUNDVISUALIZER
Filing DateThursday, February 22, 2018
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, May 18, 2024
Registration Number5589390
Registration DateTuesday, October 23, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 7, 2018

Trademark Statements


Goods and ServicesComputer software for use in financial data analysis and investment portfolio modeling; downloadable software in the nature of a mobile application for use in financial data analysis and investment portfolio modeling
Pseudo MarkFUND VISUALIZER
Goods and ServicesProviding temporary use of a web-based software application for use in financial data analysis and investment portfolio modeling

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 DateWednesday, February 28, 2018
Primary Code009
First Use Anywhere DateMonday, June 18, 2012
First Use In Commerce DateMonday, June 18, 2012

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 DateWednesday, February 28, 2018
Primary Code042
First Use Anywhere DateMonday, April 18, 2011
First Use In Commerce DateMonday, April 18, 2011

Trademark Owner History


Party NamePutnam Retail Management, LP
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02110

Party NamePutnam Retail Management, LP
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02109

Party NamePutnam Retail Management, LP
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02109

Trademark Events


Event DateEvent Description
Thursday, June 7, 2018ASSIGNED TO EXAMINER
Monday, February 26, 2018NEW APPLICATION ENTERED
Wednesday, February 28, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 14, 2018NON-FINAL ACTION WRITTEN
Thursday, June 14, 2018NON-FINAL ACTION E-MAILED
Thursday, June 14, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, June 18, 2018EXAMINERS AMENDMENT -WRITTEN
Monday, June 18, 2018EXAMINERS AMENDMENT E-MAILED
Monday, June 18, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, June 18, 2018EXAMINER'S AMENDMENT ENTERED
Monday, June 18, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, June 29, 2018ASSIGNED TO LIE
Wednesday, July 18, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, August 7, 2018PUBLISHED FOR OPPOSITION
Tuesday, August 7, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 23, 2018REGISTERED-PRINCIPAL REGISTER
Monday, October 23, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 14, 2023TEAS SECTION 8 & 15 RECEIVED
Friday, January 26, 2024TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, January 26, 2024APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, January 26, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, January 26, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, January 26, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, May 18, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, May 18, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, May 18, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED