INTELLIGENT ALLOCATION Trademark

Trademark Overview


On Thursday, November 9, 2017, a trademark application was filed for INTELLIGENT ALLOCATION with the United States Patent and Trademark Office. The USPTO has given the INTELLIGENT ALLOCATION trademark a serial number of 87678299. The federal status of this trademark filing is REGISTERED as of Tuesday, September 4, 2018. This trademark is owned by Finiat, LLC. The INTELLIGENT ALLOCATION trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Computer & Software Services & Scientific Services categories with the following description:

Computer software and application software for computers, mobile phones, and handheld computers, namely, software for use in management and database management of asset based portfolios, equity portfolios, and bond portfolios in the fields of finance, investment, investment management, investment advising, and investment consultancy

Providing temporary use of online non-downloadable software and applications for analyzing data and management of asset based portfolios, equity portfolios, and bond portfolios in the fields of finance, investment, investment management, investment advising, and investment consultancy; software as a service (SAAS) services featuring software for analyzing data and management of asset based portfolios, equity portfolios, and bond portfolios in the fields of finance, investment, investment management, investment advising, and investment consultancy
intelligent allocation

General Information


Serial Number87678299
Word MarkINTELLIGENT ALLOCATION
Filing DateThursday, November 9, 2017
Status700 - REGISTERED
Status DateTuesday, September 4, 2018
Registration Number5557388
Registration DateTuesday, September 4, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesComputer software and application software for computers, mobile phones, and handheld computers, namely, software for use in management and database management of asset based portfolios, equity portfolios, and bond portfolios in the fields of finance, investment, investment management, investment advising, and investment consultancy
Goods and ServicesProviding temporary use of online non-downloadable software and applications for analyzing data and management of asset based portfolios, equity portfolios, and bond portfolios in the fields of finance, investment, investment management, investment advising, and investment consultancy; software as a service (SAAS) services featuring software for analyzing data and management of asset based portfolios, equity portfolios, and bond portfolios in the fields of finance, investment, investment management, investment advising, and investment consultancy

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 DateMonday, November 20, 2017
Primary Code009
First Use Anywhere DateWednesday, March 29, 2017
First Use In Commerce DateWednesday, March 29, 2017

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 DateMonday, November 20, 2017
Primary Code042
First Use Anywhere DateWednesday, March 29, 2017
First Use In Commerce DateWednesday, March 29, 2017

Trademark Owner History


Party NameFiniat, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMount Dora, FL 32757

Party NameFiniat, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBonita Springs, FL 341343806

Trademark Events


Event DateEvent Description
Monday, September 4, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 30, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 30, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 30, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 30, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 30, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, September 10, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 10, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 10, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 10, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, September 10, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, September 4, 2018REGISTERED-SUPPLEMENTAL REGISTER
Thursday, August 2, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, July 19, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, July 16, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 16, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 13, 2018ASSIGNED TO LIE
Wednesday, May 30, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, May 29, 2018USE AMENDMENT ACCEPTED
Tuesday, May 29, 2018AMENDMENT TO USE PROCESSING COMPLETE
Tuesday, May 29, 2018USE AMENDMENT FILED
Monday, May 28, 2018TEAS AMENDMENT OF USE RECEIVED
Monday, May 28, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, February 27, 2018NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, February 27, 2018EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
Tuesday, February 27, 2018COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
Tuesday, February 27, 2018EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Thursday, February 22, 2018ASSIGNED TO EXAMINER
Monday, November 20, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 13, 2017NEW APPLICATION ENTERED