| Serial Number | 98840050 |
| Word Mark | PIEDMONT FUND SERVICES |
| Filing Date | Wednesday, November 6, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Tuesday, May 6, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Computer Software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting |
| Goods and Services | Financial administration of funds and investments, namely, investment fund accounting, net asset value calculation and transfer agency services; taxation services, namely, tax payment processing services; investor reporting, namely, preparing and disseminating financial and investment information and reports to investors; financial valuation of assets; Financial services, namely, anti-money laundering services |
| Goods and Services | Accounting services; Bookkeeping services; Tax reporting services, namely, preparation of tax returns, tax return filing services; fund accounting; financial and monetary affairs, namely, providing corporate action services |
| Goods and Services | Identification verification services, namely, providing authentication of personal identification information |
| Goods and Services | Providing temporary use of online non-downloadable software for investor onboarding in the field of private funds asset management and investor screening; Software as a service (SAAS) featuring software for financial and investment portfolio construction and management, data management, analysis, modeling, risk, compliance, reconciliation, performance, and reporting; Providing temporary use of online non-downloadable software for portfolio management, management, modification, and transmission of data, recording, viewing, storing, sharing, and analyzing data |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 6, 2024 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 6, 2024 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| 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 | Wednesday, November 6, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| 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, November 6, 2024 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| International Class | 045 - Legal services; security services for the protection of property and individuals; personal and social services rendered by others to meet the needs of individuals. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, November 6, 2024 |
| Primary Code | 045 |
| First Use Anywhere Date | Friday, November 30, 2007 |
| First Use In Commerce Date | Friday, November 30, 2007 |
| Party Name | Piedmont Fund Services Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Herndon, VA 20171 |
| Event Date | Event Description |
| Wednesday, November 6, 2024 | NEW APPLICATION ENTERED |
| Friday, May 2, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, May 5, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, May 6, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 6, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 6, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, August 4, 2025 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, August 4, 2025 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |