INVESTMENT PROVIDER XCHANGE Trademark

Trademark Overview


On Tuesday, December 8, 2020, a trademark application was filed for INVESTMENT PROVIDER XCHANGE with the United States Patent and Trademark Office. The USPTO has given the INVESTMENT PROVIDER XCHANGE trademark a serial number of 90366723. The federal status of this trademark filing is REGISTERED as of Tuesday, June 14, 2022. This trademark is owned by FPS Services, LLC. The INVESTMENT PROVIDER XCHANGE trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Administration of employee benefit plans concerning insurance and finance; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial administration of retirement plans; Financial trust administration; Financial trust operations; Individual retirement account services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Tax payment processing services; Trust services, namely, investment and trust company services

Platform as a service (PAAS) featuring computer software platforms for use by retirement industry service providers for trust accounting and financial transaction processing, administration and recordkeeping; customizing computer software; technical support services, namely, troubleshooting of computer software problems
investment provider xchange

General Information


Serial Number90366723
Word MarkINVESTMENT PROVIDER XCHANGE
Filing DateTuesday, December 8, 2020
Status700 - REGISTERED
Status DateTuesday, June 14, 2022
Registration Number6761668
Registration DateTuesday, June 14, 2022
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 14, 2021

Trademark Statements


Pseudo MarkINVESTMENT PROVIDER EXCHANGE
Goods and ServicesAdministration of employee benefit plans concerning insurance and finance; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial administration of retirement plans; Financial trust administration; Financial trust operations; Individual retirement account services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Tax payment processing services; Trust services, namely, investment and trust company services
Disclaimer with Predetermined Text"INVESTMENT PROVIDER"
Goods and ServicesPlatform as a service (PAAS) featuring computer software platforms for use by retirement industry service providers for trust accounting and financial transaction processing, administration and recordkeeping; customizing computer software; technical support services, namely, troubleshooting of computer software problems

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, February 13, 2021
Primary Code036
First Use Anywhere DateTuesday, April 26, 2022
First Use In Commerce DateTuesday, April 26, 2022

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 DateSaturday, February 13, 2021
Primary Code042
First Use Anywhere DateTuesday, April 26, 2022
First Use In Commerce DateTuesday, April 26, 2022

Trademark Owner History


Party NameFPS Services, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCentennial, CO 80112

Party NameFPS Services, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCentennial, CO 80112

Party NameFPS Services, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCentennial, CO 80112

Trademark Events


Event DateEvent Description
Tuesday, June 14, 2022NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 14, 2022REGISTERED-PRINCIPAL REGISTER
Tuesday, May 10, 2022NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Sunday, May 8, 2022ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, May 6, 2022STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 26, 2022USE AMENDMENT FILED
Thursday, May 5, 2022CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 26, 2022TEAS STATEMENT OF USE RECEIVED
Tuesday, November 9, 2021NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 14, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 14, 2021PUBLISHED FOR OPPOSITION
Thursday, August 26, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Thursday, August 12, 2021LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, August 12, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, July 16, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 16, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, July 14, 2021ASSIGNED TO LIE
Thursday, June 10, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, June 4, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 4, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, June 4, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, June 4, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, June 4, 2021NON-FINAL ACTION E-MAILED
Friday, June 4, 2021NON-FINAL ACTION WRITTEN
Thursday, May 27, 2021ASSIGNED TO EXAMINER
Saturday, February 13, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, December 14, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 14, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, December 14, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, December 11, 2020NEW APPLICATION ENTERED IN TRAM