TRUSTSERVE Trademark
Trademark Overview
On Thursday, May 28, 2020, a trademark application was filed for TRUSTSERVE with the United States Patent and Trademark Office. The USPTO has given the TRUSTSERVE trademark a serial number of 88937421. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Thursday, May 28, 2026. This trademark is owned by TrustServe LP. The TRUSTSERVE trademark is filed in the Advertising, Business and Retail Services, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:
Software as a service (SAAS) featuring software for financial and administrative recordkeeping, accounting, financial valuation, financial performance reporting, and investment portfolio, regulatory risk and compliance record keeping and reporting of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments by hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors
Financial consulting and financial reporting related to investments, regulatory risk and compliance for financial purposes
Office function services, namely, providing assistance in management and administration of activities in the field of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments, including, administrative record keeping, investment portfolio record keeping, shareholder register recordkeeping and reporting, preparation and distribution of investor and third-party reporting, accounting services, financial statement preparation services, middle and back-office support staff services, investment transaction monitoring and confirmation for business purposes, and business data compilation in the nature of calculating investment performance; business management and operations consulting services; [ administration of payroll for others; preparation of federal, state and international tax compliance report and return preparation; ] the foregoing services are provided to hedge fund...
General Information
| Serial Number | 88937421 |
| Word Mark | TRUSTSERVE |
| Filing Date | Thursday, May 28, 2020 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, May 28, 2026 |
| Registration Number | 6232252 |
| Registration Date | Tuesday, December 29, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 13, 2020 |
Trademark Statements
| Goods and Services | Software as a service (SAAS) featuring software for financial and administrative recordkeeping, accounting, financial valuation, financial performance reporting, and investment portfolio, regulatory risk and compliance record keeping and reporting of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments by hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors |
| Pseudo Mark | TRUST SERVE |
| Goods and Services | Financial consulting and financial reporting related to investments, regulatory risk and compliance for financial purposes |
| Goods and Services | Office function services, namely, providing assistance in management and administration of activities in the field of alternative investments in stocks, bonds, futures contracts, option contracts, real estate, private companies, private loans, real assets and other non-traditional investments, including, administrative record keeping, investment portfolio record keeping, shareholder register recordkeeping and reporting, preparation and distribution of investor and third-party reporting, accounting services, financial statement preparation services, middle and back-office support staff services, investment transaction monitoring and confirmation for business purposes, and business data compilation in the nature of calculating investment performance; business management and operations consulting services; [ administration of payroll for others; preparation of federal, state and international tax compliance report and return preparation; ] the foregoing services are provided to hedge funds, private equity, real estate, venture capital, energy, and other alternative asset advisory firms, family offices, and registered investment advisors |
Classification Information
| 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, June 17, 2020 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, March 27, 2020 |
| First Use In Commerce Date | Friday, March 27, 2020 |
| 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, June 17, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 27, 2020 |
| First Use In Commerce Date | Friday, March 27, 2020 |
| 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, June 17, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Thursday, May 28, 2020 |
| First Use In Commerce Date | Thursday, May 28, 2020 |
Trademark Owner History
| Party Name | TrustServe LP |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Coral Gables, FL 33146
US |
| Party Name | TrustServe LP |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Coral Gables, FL 33146
US |
| Party Name | TrustServe LP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | Coral Gables, FL 33146
US |
Trademark Events
| Event Date | Event Description |
| Monday, June 1, 2020 | NEW APPLICATION ENTERED |
| Wednesday, June 17, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, August 29, 2020 | ASSIGNED TO EXAMINER |
| Monday, September 7, 2020 | NON-FINAL ACTION WRITTEN |
| Monday, September 7, 2020 | NON-FINAL ACTION E-MAILED |
| Monday, September 7, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, September 9, 2020 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 9, 2020 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 9, 2020 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 9, 2020 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 9, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 23, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 13, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 13, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 29, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 29, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, March 5, 2026 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, May 28, 2026 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 28, 2026 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, May 28, 2026 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
