ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/07/2025
Back to search
Official data from USPTO
INVESTMENT PROVIDER XCHANGE (IPX)
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: US
Quick snapshot
INVESTMENT PROVIDER XCHANGE (IPX)
ST13
US500000086190873Class
36, 42
Filing
86190873
Registration
4654327
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
51
Latest update
05/11/2025
Classification
Registered
Trademark type
Word
Nice classes
36, 42
Filing date
02/11/2014
Registration date
12/09/2014
Expiration date
-
Recommended action
Perform a full collision analysis and validate classes before any filing or trademark investment.
Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/22/2024
Last transaction
05/11/2025
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
02/28/2014
First use in commerce
02/28/2014
Drawing code
4
Owner type
03
Owner location
BURLINGTON, MA
Examiner
CROWLEY, SEAN
Law office
M70
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
CONGRUENT SOLUTIONS, INC.
FPS Services, LLC
FPS Services, LLC
Representatives
Erica L. Tritt The Sladkus Law Group
Technical classification
Nice Classes
Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial trust administration; financial trust operations; trust servicesinvestment and trust company services
Class 42
platform as a service (PAAS) featuring computer software platforms for use by retirement industry service providers for trust accounting and financial transaction processingadministration and recordkeeping; customizing computer software; technical support servicestroubleshooting of computer software problems
Publications
History of USPTO decisions and trademark events.
51 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/06/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
05/06/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
05/06/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/22/2024
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/22/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/22/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/22/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
12/19/2023
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/19/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/19/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/19/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/19/2023
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
12/09/2023
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/08/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/08/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/08/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/08/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/08/2020
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
11/02/2020
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
11/02/2020
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/02/2020
ES8R
TEAS SECTION 8 RECEIVED
07/30/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
12/09/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
12/09/2014
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
11/06/2014
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11/05/2014
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/04/2014
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
11/03/2014
IUAF
USE AMENDMENT FILED
10/09/2014
EISU
TEAS STATEMENT OF USE RECEIVED
10/09/2014
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
10/07/2014
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
08/12/2014
PUBO
PUBLISHED FOR OPPOSITION
08/12/2014
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
07/23/2014
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/08/2014
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/01/2014
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
06/30/2014
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/30/2014
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/19/2014
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/23/2014
GNRT
NON-FINAL ACTION E-MAILED
05/23/2014
CNRT
NON-FINAL ACTION WRITTEN
05/23/2014
DOCK
ASSIGNED TO EXAMINER
05/16/2014
AMPX
PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
02/26/2014
MPMK
NOTICE OF PSEUDO MARK E-MAILED
02/25/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/24/2014
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/19/2014
ALIE
ASSIGNED TO LIE
02/19/2014
PARI
TEAS VOLUNTARY AMENDMENT RECEIVED
02/19/2014
NWAP
NEW APPLICATION ENTERED
02/14/2014
Continuous trademark protection
Get notified about every new filing that threatens INVESTMENT PROVIDER XCHANGE (IPX) or your mark.
Professional 24-month watch service: we monitor USPTO for you and alert you in time to oppose — before conflicts become losses.