MODELTOOL(K)IT Trademark of Matrix Financial Solutions, Inc. - Serial Number 86292371

MODELTOOL(K)IT Trademark

Trademark Overview

On Tuesday, May 27, 2014, a trademark application was filed for MODELTOOL(K)IT with the United States Patent and Trademark Office. The USPTO has given the MODELTOOL(K)IT trademark a serial number of 86292371. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, December 14, 2021. This trademark is owned by Matrix Financial Solutions, Inc.. The MODELTOOL(K)IT trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial services, namely, providing financial information to assist financial professionals in the creation and management of retirement accounts and portfolios

Providing temporary use of non-downloadable software for use by financial professionals to create and manage retirement accounts and portfolios

General Information

Serial Number	86292371
Word Mark	MODELTOOL(K)IT
Filing Date	Tuesday, May 27, 2014
Status	702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status Date	Tuesday, December 14, 2021
Registration Number	4814005
Registration Date	Tuesday, September 15, 2015
Mark Drawing	4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition Date	Tuesday, February 17, 2015

Trademark Statements

Pseudo Mark	MODEL TOOL KIT
Goods and Services	Financial services, namely, providing financial information to assist financial professionals in the creation and management of retirement accounts and portfolios
Goods and Services	Providing temporary use of non-downloadable software for use by financial professionals to create and manage retirement accounts and portfolios

Classification Information

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	Monday, June 9, 2014
Primary Code	036
First Use Anywhere Date	Monday, August 18, 2014
First Use In Commerce Date	Monday, August 18, 2014

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	Wednesday, December 3, 2014
Primary Code	042
First Use Anywhere Date	Monday, August 18, 2014
First Use In Commerce Date	Monday, August 18, 2014

Trademark Owner History

Party Name	Matrix Financial Solutions, Inc.
Party Type	30 - Original Registrant
Legal Entity Type	03 - Corporation
Address	Denver, CO 80202

Party Name	Matrix Financial Solutions, Inc.
Party Type	20 - Owner at Publication
Legal Entity Type	03 - Corporation
Address	Denver, CO 80202

Party Name	Matrix Financial Solutions, Inc.
Party Type	10 - Original Applicant
Legal Entity Type	03 - Corporation
Address	Denver, CO 80202

Trademark Events

Event Date	Event Description
Tuesday, December 2, 2014	CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 30, 2014	NEW APPLICATION ENTERED
Monday, June 9, 2014	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, June 10, 2014	NOTICE OF PSEUDO MARK E-MAILED
Tuesday, September 9, 2014	ASSIGNED TO EXAMINER
Wednesday, September 17, 2014	PRIORITY ACTION WRITTEN
Wednesday, September 17, 2014	PRIORITY ACTION E-MAILED
Wednesday, September 17, 2014	NOTIFICATION OF PRIORITY ACTION E-MAILED
Tuesday, December 2, 2014	TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, December 3, 2014	TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, April 15, 2015	USE AMENDMENT FILED
Thursday, December 18, 2014	APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, January 10, 2015	ASSIGNED TO LIE
Saturday, January 10, 2015	LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, January 28, 2015	NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, February 17, 2015	PUBLISHED FOR OPPOSITION
Tuesday, February 17, 2015	OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 14, 2015	NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, April 15, 2015	TEAS STATEMENT OF USE RECEIVED
Tuesday, August 11, 2015	NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, May 15, 2015	CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, May 18, 2015	STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 19, 2015	SU - NON-FINAL ACTION - WRITTEN
Tuesday, May 19, 2015	NON-FINAL ACTION E-MAILED
Tuesday, May 19, 2015	NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 27, 2015	TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 3, 2015	CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 3, 2015	TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, August 8, 2015	ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, September 15, 2015	REGISTERED-PRINCIPAL REGISTER
Tuesday, September 15, 2020	COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 14, 2021	REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, December 14, 2021	NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, September 15, 2024	COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, December 14, 2021	CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 14, 2021	TEAS SECTION 8 & 15 RECEIVED

Related Keywords

modeltool financial portfolios professionals providing accounts retirement temporary downloadable manage create