NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
11/13/2025
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Official data from USPTO
CGI WEALTH360
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
CGI WEALTH360
ST13
US500000086057938Class
9, 35, 37, 41, 42
Filing
86057938
Registration
4782533
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
48
Latest update
12/02/2025
Trademark type
Word
Nice classes
9, 35, 37, 41, 42
Filing date
09/06/2013
Registration date
07/28/2015
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
11/13/2025
Last transaction
12/02/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use, Foreign priority
First use anywhere
2012-11-00
First use in commerce
2012-11-00
Drawing code
4
Owner type
03
Owner location
MONTREAL, QUEBEC, CA
Examiner
TANNER,MICHAEL R
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CGI INC.
CGI Group Inc.
Representatives
Adam D. Resnick MOSAIC LEGAL GROUP, PLLC
Technical classification
Nice Classes
Class 9Class 35Class 37Class 41Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
(Based on Use in Commerce) Financial portfolio management software used in the financial services industry; financial portfolio accounting and management computer software programs; software for use by the financial services industry as an asset allocation and portfolio optimizer; investment fund record-keeping software for investment fund manufacturers of mutual fundssegregated funds and labor sponsored funds; computer software for database management; computer software for use in the financial services industry featuring security software and computer network security for use in multi-currency computationelectronic funds transfercurrency exchange managementgeneration of bilingual business and financial statements; computer software for the management of the legislative features associated with registered and non-registered plansincluding multi-currency capability for the financial services industry; computer software for conducting inventory control management; computer software for conducting and analyzing risk management in the fields of institutional investment dealers
Class 35
(Based on Use in Commerce) Investment fund record-keeping servicesmaintaining and recording positions in stocksbondsfunds and other securitiesfinancial record-keeping for investment risk managementregulatory compliance purposesaccounting purposes; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer programproviding bookkeeping and administrative accounting services for mutual and investment fund managersoffice functions in the nature of maintaining records of ownership of stocksshares and securities for mutual and investment fund managers
Class 37
(Based on 44(e)) Providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer programinstallationmaintenance and repair of computer hardware used with an investment accounting and management program
Class 41
(Based on Use in Commerce) Computer trainingtraining in the operation and use of investment portfolio management and investment fund shareholder record-keeping software for investment managersadministrators and advisors; training in relation to an investment fund record-keeping software for investment fund manufacturers of mutual fundssegregated funds and labor sponsored fundsproviding training in the use and operation of investment fund record-keeping software
Class 42
(Based on Use in Commerce) Computer consultation; providing of services to mutual and investment fund managers to assist in managing a portfolio accounting and management computer programdesign and development of computer software for otherssupport in the nature of troubleshooting and diagnosing computer software problems for othersremote management of the information technology (IT) software systems of others; informationinstallationmaintenance and technical support services in relation to an investment fund record-keeping software for investment fund manufacturers of mutual fundssegregated funds and labor sponsored fundsdesign and development of computer software for otherssupport in the nature of troubleshooting and diagnosing computer software problems for othersremote management of the information technology (IT) software systems of others; computer software project management services; customer service in the field of computer servicingtroubleshooting of software and hardware problems and repair of software defects for others; software as a service (SAAS) services featuring software for business accountinginvestment portfolio record keeping and financial record keeping; technical support services in the form of troubleshooting of computer software problems; computer network security services in the nature of user authenticationactivity logging and disaster recovery servicesenforcingrestricting and controlling access privileges of users of computing resources for cloudmobile or network resources based on assigned credentialsrestricting access to and by computer networks to and of undesired web sitesmedia and individuals and facilitiescomputer disaster recovery planningrecovery of computer data and encrypted computer data servicesenforcingrestricting and controlling access privileges of users of computing resources for cloudmobile or network resources based on assigned credentialsrestricting access to and by computer networks to and of undesired web sitesmedia and individuals and facilitiescomputer disaster recovery planningrecovery of computer data and encrypted computer data
Publications
History of USPTO decisions and trademark events.
48 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
11/13/2025
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
11/13/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/13/2025
E89R
TEAS SECTION 8 & 9 RECEIVED
07/28/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/28/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/03/2021
C15P
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/03/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/03/2021
E815
TEAS SECTION 8 & 15 RECEIVED
07/28/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/28/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
03/27/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
07/28/2015
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
06/20/2015
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/19/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
06/19/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
06/19/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
06/19/2015
SNEA
SU-EXAMINER'S AMENDMENT WRITTEN
06/19/2015
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/19/2015
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
06/15/2015
IUAF
USE AMENDMENT FILED
05/19/2015
EISU
TEAS STATEMENT OF USE RECEIVED
05/19/2015
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
11/25/2014
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/30/2014
PUBO
PUBLISHED FOR OPPOSITION
09/30/2014
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
09/10/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/26/2014
ALIE
ASSIGNED TO LIE
08/21/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/13/2014
XAEC
EXAMINER'S AMENDMENT ENTERED
08/13/2014
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/13/2014
GNEA
EXAMINERS AMENDMENT E-MAILED
08/13/2014
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/13/2014
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
07/14/2014
GNFR
FINAL REFUSAL E-MAILED
07/14/2014
CNFR
FINAL REFUSAL WRITTEN
07/14/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/09/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/09/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/09/2014
GEAN
NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
12/18/2013
GEAP
EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
12/18/2013
EPEN
COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION AUTOMATIC ENTRY
12/18/2013
CPEA
EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
12/18/2013
DOCK
ASSIGNED TO EXAMINER
12/17/2013
MPMK
NOTICE OF PSEUDO MARK E-MAILED
09/17/2013
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/16/2013
NWAP
NEW APPLICATION ENTERED
09/10/2013
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