INDATA IPM PORTFOLIO ARCHITECT AI Trademark

Trademark Overview


On Friday, March 23, 2018, a trademark application was filed for INDATA IPM PORTFOLIO ARCHITECT AI with the United States Patent and Trademark Office. The USPTO has given the INDATA IPM PORTFOLIO ARCHITECT AI trademark a serial number of 87846824. The federal status of this trademark filing is REGISTERED as of Tuesday, June 30, 2020. This trademark is owned by Indata Services Co., LLC. The INDATA IPM PORTFOLIO ARCHITECT AI trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial services, namely, monitoring of portfolio performance for institutional investors and others

Application service provider (ASP) featuring software for use in securities investment research, monitoring and management; Providing on-line non-downloadable computer software for money management, monitoring of portfolio performance, and/or securities trading management, all for use by financial institutions
indata ipm portfolio architect ai

General Information


Serial Number87846824
Word MarkINDATA IPM PORTFOLIO ARCHITECT AI
Filing DateFriday, March 23, 2018
Status700 - REGISTERED
Status DateTuesday, June 30, 2020
Registration Number6091468
Registration DateTuesday, June 30, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 19, 2019

Trademark Statements


Disclaimer with Predetermined Text"PORTFOLIO ARCHITECT AI"
Goods and ServicesFinancial services, namely, monitoring of portfolio performance for institutional investors and others
Goods and ServicesApplication service provider (ASP) featuring software for use in securities investment research, monitoring and management; Providing on-line non-downloadable computer software for money management, monitoring of portfolio performance, and/or securities trading management, all for use by financial institutions
Pseudo MarkIN DATA IPM PORTFOLIO ARCHITECT AI

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, March 30, 2018
Primary Code036
First Use Anywhere DateSunday, April 1, 2018
First Use In Commerce DateSunday, April 1, 2018

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 DateFriday, March 30, 2018
Primary Code042
First Use Anywhere DateSunday, April 1, 2018
First Use In Commerce DateSunday, April 1, 2018

Trademark Owner History


Party NameIndata Services Co., LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCoral Gables, FL 33143

Party NameIndata Services Co., LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCoral Gables, FL 33143

Party NameIndata Services Co., LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCoral Gables, FL 33143

Trademark Events


Event DateEvent Description
Monday, December 21, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, December 21, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 21, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 21, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, December 21, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 15, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 15, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 15, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, December 15, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, December 15, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 30, 2020REGISTERED-PRINCIPAL REGISTER
Thursday, May 28, 2020NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, May 27, 2020ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 27, 2020EXAMINER'S AMENDMENT ENTERED
Wednesday, May 27, 2020NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, May 27, 2020EXAMINERS AMENDMENT E-MAILED
Wednesday, May 27, 2020SU-EXAMINER'S AMENDMENT WRITTEN
Monday, April 27, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, April 27, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, April 27, 2020ASSIGNED TO LIE
Wednesday, April 22, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 3, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 3, 2019NON-FINAL ACTION E-MAILED
Tuesday, December 3, 2019SU - NON-FINAL ACTION - WRITTEN
Thursday, October 31, 2019STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 16, 2019USE AMENDMENT FILED
Thursday, October 31, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, October 16, 2019TEAS STATEMENT OF USE RECEIVED
Tuesday, April 16, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 19, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 19, 2019PUBLISHED FOR OPPOSITION
Wednesday, January 30, 2019NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, January 3, 2019APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 19, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, December 18, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, December 18, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 16, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 16, 2018NON-FINAL ACTION E-MAILED
Monday, July 16, 2018NON-FINAL ACTION WRITTEN
Monday, July 9, 2018ASSIGNED TO EXAMINER
Friday, March 30, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, March 27, 2018NEW APPLICATION ENTERED IN TRAM