| Serial Number | 90366723 |
| Word Mark | INVESTMENT PROVIDER XCHANGE |
| Filing Date | Tuesday, December 8, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 14, 2022 |
| Registration Number | 6761668 |
| Registration Date | Tuesday, June 14, 2022 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, September 14, 2021 |
| Pseudo Mark | INVESTMENT PROVIDER EXCHANGE |
| Goods and Services | 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 |
| NOT AVAILABLE | "INVESTMENT PROVIDER" |
| Goods and 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, February 13, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 26, 2022 |
| First Use In Commerce Date | Tuesday, April 26, 2022 |
| International Class | 042 - 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 Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Saturday, February 13, 2021 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, April 26, 2022 |
| First Use In Commerce Date | Tuesday, April 26, 2022 |
| Party Name | CONGRUENT SOLUTIONS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | BURLINGTON, MA 01803 |
| Party Name | FPS Services, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Centennial, CO 80112 |
| Party Name | FPS Services, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Centennial, CO 80112 |
| Party Name | FPS Services, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Centennial, CO 80112 |
| Event Date | Event Description |
| Friday, December 11, 2020 | NEW APPLICATION ENTERED |
| Monday, December 14, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, December 14, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, December 14, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 4, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Saturday, February 13, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, May 27, 2021 | ASSIGNED TO EXAMINER |
| Friday, June 4, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, June 4, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, June 4, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 4, 2021 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, June 4, 2021 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, June 10, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, July 14, 2021 | ASSIGNED TO LIE |
| Friday, July 16, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 16, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, August 12, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 12, 2021 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, September 14, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, August 26, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 14, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 9, 2021 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, April 26, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 26, 2022 | USE AMENDMENT FILED |
| Thursday, May 5, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, May 6, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Sunday, May 8, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 10, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 14, 2022 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 6, 2025 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 6, 2025 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, May 6, 2025 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 7, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 14, 2022 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |