MARGIN ADVISOR Trademark

Trademark Overview

On Monday, October 21, 2002, a trademark application was filed for MARGIN ADVISOR with the United States Patent and Trademark Office. The USPTO has given the MARGIN ADVISOR trademark a serial number of 76459640. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, November 5, 2024. This trademark is owned by SUNGARD INVESTMENT SYSTEMS INC.. The MARGIN ADVISOR trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Application service provider services, namely hosting and operating for others computer software used to perform margin lending calculations involving investment instruments and currency products
margin advisor

General Information

Serial Number76459640
Word MarkMARGIN ADVISOR
Filing DateMonday, October 21, 2002
Status800 - REGISTERED AND RENEWED
Status DateTuesday, November 5, 2024
Registration Number2933653
Registration DateTuesday, March 15, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, February 3, 2004

Trademark Statements

NOT AVAILABLE"MARGIN"
Goods and ServicesApplication service provider services, namely hosting and operating for others computer software used to perform margin lending calculations involving investment instruments and currency products

Classification Information

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 DateTuesday, October 29, 2002
Primary Code042
First Use Anywhere DateMonday, September 30, 2002
First Use In Commerce DateMonday, September 30, 2002

Trademark Owner History

Party NameFIDELITY INFORMATION SERVICES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressJacksonville, FL 32202
Party NameFIS INVESTMENT SYSTEMS LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressJACKSONVILLE, FL 32204
Party NameSUNGARD INVESTMENT SYSTEMS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressHINSDALE, IL 60521
Party NameSUNGARD INVESTMENT SYSTEMS INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBedford, MA 01730
Party NameSUNGARD INVESTMENT SYSTEMS INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBedford, MA 01730
Party NameSUNGARD INVESTMENT SYSTEMS INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBedford, MA 01730

Trademark Events

Event DateEvent Description
Thursday, March 6, 2003ASSIGNED TO EXAMINER
Wednesday, October 1, 2003PAPER RECEIVED
Wednesday, October 1, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 3, 2004PUBLISHED FOR OPPOSITION
Tuesday, April 27, 2004NOA MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, October 27, 2004PAPER RECEIVED
Wednesday, October 27, 2004USE AMENDMENT FILED
Friday, March 28, 2003NON-FINAL ACTION MAILED
Thursday, October 30, 2003CASE FILE IN TICRS
Thursday, December 4, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 14, 2004NOTICE OF PUBLICATION
Thursday, November 18, 2004STATEMENT OF USE PROCESSING COMPLETE
Wednesday, December 1, 2004ASSIGNED TO LIE
Tuesday, March 15, 2005REGISTERED-PRINCIPAL REGISTER
Tuesday, March 22, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, March 23, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, November 23, 2004ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, December 6, 2004LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, March 15, 2011TEAS SECTION 8 & 15 RECEIVED
Friday, March 13, 2015TEAS SECTION 8 & 9 RECEIVED
Sunday, March 29, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, March 29, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sunday, March 29, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sunday, March 29, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, April 19, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, April 25, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, April 14, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, June 16, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, November 6, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 6, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 6, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 6, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 6, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 15, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, August 8, 2024TEAS SECTION 8 & 9 RECEIVED
Tuesday, November 5, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, November 5, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Tuesday, November 5, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, April 25, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 5, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

advisor margin calculations lending perform involving investment products currency instruments used