PERFORMANCELINK Trademark

Trademark Overview

On Tuesday, August 17, 2004, a trademark application was filed for PERFORMANCELINK with the United States Patent and Trademark Office. The USPTO has given the PERFORMANCELINK trademark a serial number of 78468755. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, April 21, 2017. This trademark is owned by Lockwood Advisors, Inc.. The PERFORMANCELINK trademark is filed in the Insurance & Financial Services category with the following description:

Financial management and investment services, namely, providing platform for investment professionals and broker/dealers to offer customers ability to link retail accounts with managed accounts and obtain consolidated performance reporting
performancelink

General Information

Serial Number78468755
Word MarkPERFORMANCELINK
Filing DateTuesday, August 17, 2004
Status800 - REGISTERED AND RENEWED
Status DateFriday, April 21, 2017
Registration Number3213909
Registration DateTuesday, February 27, 2007
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 13, 2005

Trademark Statements

Pseudo MarkPERFORMANCE LINK
Goods and ServicesFinancial management and investment services, namely, providing platform for investment professionals and broker/dealers to offer customers ability to link retail accounts with managed accounts and obtain consolidated performance reporting

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, August 25, 2004
Primary Code036
First Use Anywhere DateTuesday, May 3, 2005
First Use In Commerce DateTuesday, July 12, 2005

Trademark Owner History

Party NameBNY MELLON ADVISORS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPENNINGTON, NJ 08534
US
Party NameLockwood Advisors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKing of Prussia, PA 19406
US
Party NameLockwood Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMalvern, PA 19355
US
Party NameLockwood Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMalvern, PA 19355
US

Trademark Events

Event DateEvent Description
Wednesday, August 25, 2004NEW APPLICATION ENTERED
Saturday, March 19, 2005ASSIGNED TO EXAMINER
Saturday, March 19, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 28, 2005ASSIGNED TO LIE
Wednesday, May 18, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, August 24, 2005NOTICE OF PUBLICATION
Tuesday, September 13, 2005PUBLISHED FOR OPPOSITION
Tuesday, December 6, 2005NOA MAILED - SOU REQUIRED FROM APPLICANT
Friday, February 3, 2006TEAS STATEMENT OF USE RECEIVED
Sunday, July 23, 2006ABANDONMENT - DEFECTIVE USE STATEMENT
Monday, July 24, 2006ABANDONMENT NOTICE MAILED - DEFECTIVE USE STATEMENT
Thursday, August 3, 2006FAX RECEIVED
Friday, August 4, 2006FAX RECEIVED
Thursday, August 3, 2006PETITION TO REVIVE-RECEIVED
Wednesday, October 25, 2006PETITION GRANTED - EXTENSION REQUEST FILED
Tuesday, June 6, 2006SOU EXTENSION 1 FILED
Thursday, July 6, 2006SOU EXTENSION 1 GRANTED
Friday, August 4, 2006USE AMENDMENT FILED
Monday, September 4, 2006STATEMENT OF USE PROCESSING COMPLETE
Tuesday, December 19, 2006ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, January 16, 2007ASSIGNED TO LIE
Tuesday, January 16, 2007LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, February 27, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, August 27, 2013TEAS SECTION 8 & 15 RECEIVED
Wednesday, September 11, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, August 27, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, September 11, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 11, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, February 27, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, February 27, 2017TEAS SECTION 8 & 9 RECEIVED
Friday, April 21, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, April 21, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, April 21, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, April 21, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, August 16, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, February 27, 2026COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

performancelink accounts investment ability retail link managed obtain reporting performance consolidated