| Serial Number | 87544900 |
| Word Mark | TRADEPMR |
| Filing Date | Thursday, July 27, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 17, 2018 |
| Registration Number | 5446717 |
| Registration Date | Tuesday, April 17, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 30, 2018 |
| Goods and Services | Downloadable software for computers and mobile applications that provides tools for obtaining financial information, managing accounts, and conducting transactions related to banking and investing for use by financial advisors and their clients |
| Goods and Services | Financial management; Financial investment brokerage services; Financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; Financial consultation services, namely, providing financial analysis services to others; Advice related to investments; Investment advisory services; Registered Investment Advisor (RIA) services, namely, providing financial support services in the nature of investment account performance reports and data analysis, and financial investment portfolio rebalancing, and providing an online internet website portal for obtaining financial information, managing accounts, and conducting transactions related to investing, for use by registered investment advisors (RIAs); providing a website featuring financial information, analysis and guidance in the field of the registered investment advisor industry; Banking services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing and tax management needs; Financial portfolio analysis services; Financial portfolio management; Providing an Internet website portal for financial account management and financial transactions |
| Goods and Services | Providing an on-line computer website that provides commercial financial transaction data, account management, financial reporting, accounting features and related reference information; Computerized tax accounting services; Financial record-keeping for regulatory compliance purposes via the Internet |
| Goods and Services | Application service provider (ASP) featuring software for use as an order management application for investment advisors; platform as a service (PAAS) featuring web-based automated and customizable software platforms for management of investments for use by investment advisors and their clients; Platform as a service (PAAS) featuring computer software platforms for use in calculating financial advisor fees, managing retirement accounts, investment data analytics, tax lot accounting and engaging in online trading |
| 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 | Tuesday, August 1, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Friday, December 7, 2012 |
| First Use In Commerce Date | Friday, December 7, 2012 |
| 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, August 1, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, August 20, 2008 |
| First Use In Commerce Date | Wednesday, August 20, 2008 |
| 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, August 1, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 31, 2001 |
| First Use In Commerce Date | Saturday, March 31, 2001 |
| 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, August 1, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, August 20, 2008 |
| First Use In Commerce Date | Wednesday, August 20, 2008 |
| Party Name | Trade-PMR, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Gainesville, FL 32606 |
| Party Name | Trade-PMR, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Gainesville, FL 32606 |
| Party Name | Trade-PMR, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Gainesville, FL 32606 |
| Event Date | Event Description |
| Monday, April 17, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 17, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 30, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 30, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 10, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, December 23, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, December 22, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 22, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 22, 2017 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, December 7, 2017 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, December 7, 2017 | FINAL REFUSAL E-MAILED |
| Thursday, December 7, 2017 | FINAL REFUSAL WRITTEN |
| Wednesday, December 6, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, December 6, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 28, 2017 | ASSIGNED TO LIE |
| Tuesday, November 14, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, October 28, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Saturday, October 28, 2017 | NON-FINAL ACTION E-MAILED |
| Saturday, October 28, 2017 | NON-FINAL ACTION WRITTEN |
| Saturday, October 28, 2017 | ASSIGNED TO EXAMINER |
| Tuesday, August 1, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 31, 2017 | NEW APPLICATION ENTERED |