| Serial Number | 97226604 |
| Word Mark | SAGEWORKS |
| Filing Date | Wednesday, January 19, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 10, 2023 |
| Registration Number | 7185960 |
| Registration Date | Tuesday, October 10, 2023 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 21, 2023 |
| Goods and Services | Advisory and consulting services in the fields of business enterprise risk management; all in the field of lending and credit risk |
| Pseudo Mark | SAGE WORKS |
| Goods and Services | Advisory and consulting services in the field of CECL compliance |
| Goods and Services | Providing temporary use of online non-downloadable computer software for lending automation and enabling lending compliance; providing temporary use of online non-downloadable computer software for accounting analysis, namely, financial health analysis in the nature of assessing the profitability, cash flow, liquidity and leverage of a company, financial performance benchmarking, financial forecasting, company valuation, and credit analysis; providing temporary use of online non-downloadable computer software for risk analysis and providing information on risk reduction; providing temporary use of online non-downloadable communications software to allow customers to access bank account information and transact bank business; providing temporary use of non-downloadable software for customer relationship management; all provided to banks, lenders, business consulting firms, and financial institutions and all in the field of lending and credit risk |
| Goods and Services | Lending consultant services; advisory and consulting services in the field of portfolio risk; all in the field of lending and credit risk |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, January 25, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, January 6, 1998 |
| First Use In Commerce Date | Tuesday, January 6, 1998 |
| 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 | Tuesday, January 25, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, January 6, 1998 |
| First Use In Commerce Date | Tuesday, January 6, 1998 |
| 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 | Tuesday, January 25, 2022 |
| Primary Code | 042 |
| First Use Anywhere Date | Tuesday, January 6, 1998 |
| First Use In Commerce Date | Tuesday, January 6, 1998 |
| 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 | Thursday, November 10, 2022 |
| Primary Code | 045 |
| First Use Anywhere Date | Tuesday, January 6, 1998 |
| First Use In Commerce Date | Tuesday, January 6, 1998 |
| Party Name | Banker's Toolbox, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Raleigh, NC 27607 |
| Party Name | Banker's Toolbox, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Austin, TX 78727 |
| Party Name | Banker's Toolbox, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Austin, TX 78727 |
| Event Date | Event Description |
| Saturday, January 22, 2022 | NEW APPLICATION ENTERED |
| Tuesday, January 25, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, September 20, 2022 | ASSIGNED TO EXAMINER |
| Thursday, September 22, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, September 22, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, September 22, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, November 10, 2022 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, November 10, 2022 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, November 10, 2022 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 1, 2022 | NON-FINAL ACTION WRITTEN |
| Thursday, December 1, 2022 | NON-FINAL ACTION E-MAILED |
| Thursday, December 1, 2022 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 10, 2023 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, February 10, 2023 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, February 11, 2023 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 14, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, March 1, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 21, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 21, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, April 19, 2023 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Friday, July 14, 2023 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Monday, July 31, 2023 | ASSIGNED TO PETITION STAFF |
| Tuesday, August 1, 2023 | POST PUBLICATION AMENDMENT - ENTERED |
| Friday, September 1, 2023 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Tuesday, October 10, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 10, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Thursday, February 12, 2026 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, February 12, 2026 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, February 12, 2026 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, February 12, 2026 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, February 12, 2026 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |