MUTUAL FUND DESK Trademark

Trademark Overview


On Wednesday, October 12, 2016, a trademark application was filed for MUTUAL FUND DESK with the United States Patent and Trademark Office. The USPTO has given the MUTUAL FUND DESK trademark a serial number of 87201268. The federal status of this trademark filing is REGISTERED as of Tuesday, May 1, 2018. This trademark is owned by Vertical Management Systems, Inc.. The MUTUAL FUND DESK trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Platform as a service featuring computer software platforms for processing and managing money market accounts and mutual funds
mutual fund desk

General Information


Serial Number87201268
Word MarkMUTUAL FUND DESK
Filing DateWednesday, October 12, 2016
Status700 - REGISTERED
Status DateTuesday, May 1, 2018
Registration Number5456293
Registration DateTuesday, May 1, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 13, 2018

Trademark Statements


Disclaimer with Predetermined Text"MUTUAL FUND"
Goods and ServicesPlatform as a service featuring computer software platforms for processing and managing money market accounts and mutual funds

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 DateWednesday, May 17, 2017
Primary Code042
First Use Anywhere DateFriday, December 4, 1998
First Use In Commerce DateFriday, December 4, 1998

Trademark Owner History


Party NameCRESTLINE DIRECT FINANCE, L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressFORT WORTH, TX 76102

Party NameCRESTLINE DIRECT FINANCE, L.P.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressFORT WORTH, TX 76102

Party NameCRESTLINE DIRECT FINANCE, L.P.
Party Type11 - New Owner Before Publication
Legal Entity Type13 - Limited Partnership
AddressFORT WORTH, TX 76102

Party NameVertical Management Systems, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPasadena, CA 91103

Trademark Events


Event DateEvent Description
Monday, May 1, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 1, 2018REGISTERED-PRINCIPAL REGISTER
Tuesday, February 13, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 13, 2018PUBLISHED FOR OPPOSITION
Wednesday, January 24, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, January 5, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, January 4, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, January 4, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 20, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 20, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, June 20, 2017NON-FINAL ACTION E-MAILED
Tuesday, June 20, 2017NON-FINAL ACTION WRITTEN
Wednesday, May 31, 2017PREVIOUS ALLOWANCE COUNT WITHDRAWN
Wednesday, May 24, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, May 22, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 17, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 17, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 15, 2017ASSIGNED TO LIE
Friday, April 21, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, March 20, 2017NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, March 20, 2017FINAL REFUSAL E-MAILED
Monday, March 20, 2017FINAL REFUSAL WRITTEN
Saturday, February 25, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 24, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 24, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 23, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 23, 2017NON-FINAL ACTION E-MAILED
Monday, January 23, 2017NON-FINAL ACTION WRITTEN
Monday, January 23, 2017ASSIGNED TO EXAMINER
Wednesday, January 18, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 18, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, October 15, 2016NEW APPLICATION ENTERED