PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA) Trademark
Trademark Overview
On Tuesday, March 18, 2025, a trademark application was filed for PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA) with the United States Patent and Trademark Office. The USPTO has given the PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA) trademark a serial number of 99091185. The federal status of this trademark filing is PRIORITY ACTION MAILED as of Monday, August 18, 2025. This trademark is owned by InvestCloud, Inc.. The PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA) trademark is filed in the Computer & Software Services & Scientific Services category with the following description:
Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market securities
General Information
| Serial Number | 99091185 |
| Word Mark | PUBLIC AND PRIVATE MANAGED ACCOUNT (PPMA) |
| Filing Date | Tuesday, March 18, 2025 |
| Status | 658 - PRIORITY ACTION MAILED |
| Status Date | Monday, August 18, 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 |
Trademark Statements
| Pseudo Mark | PUBLIC AND PRIVATE MANAGED ACCOUNT PPMA |
| Goods and Services | Software as a service (SAAS) services featuring software for integrating alternative and private assets into public market securities |
Classification Information
| 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, March 19, 2025 |
| Primary Code | 042 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | InvestCloud, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | West Hollywood, CA 90069 |
Trademark Events
| Event Date | Event Description |
| Tuesday, March 18, 2025 | NEW APPLICATION ENTERED |
| Tuesday, March 18, 2025 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, August 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, August 7, 2025 | ASSIGNED TO EXAMINER |
| Monday, August 18, 2025 | PRIORITY ACTION E-MAILED |
| Monday, August 18, 2025 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| Monday, August 18, 2025 | PRIORITY ACTION WRITTEN |
