ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10/29/2025
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Official data from USPTO
DOXIM
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Active USPTO registrationType: WordOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
56
Latest update
10/30/2025
Trademark type
Word
Nice classes
9, 42
Filing date
09/05/2014
Registration date
09/26/2017
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/24/2024
Last transaction
10/30/2025
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
Drawing code
4
Owner type
99
Owner location
PORT COQUITLAM, CA
Examiner
KUNKLEMAN,SARAH E
Law office
L50
Current location
TMEG LAW OFFICE 105
Holders and representatives
Holders
DOXIM SOLUTIONS ULC
DOXIM SOLUTIONS INC.
DOXIM SOLUTIONS ULC
DOXIM SOLUTIONS ULC
Doxim Inc.
Representatives
Y. Jae Kim Kim IP Law Group PLLC
Technical classification
Nice Classes
Class 9Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Computer software and electronicdownloadable databases for document and content creation for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for electronic documentelectronic reportelectronic inserts and electronic newsletters creation for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for document management of business documents for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for electronic signaturesthe generation of electronic signatures and the application of electronic signatures to documents; Computer software and electronicdownloadable databases for customer statement processing job schedulingtracking and reportinglocally and remotely scheduling jobstracking the progression of job activitiesreporting the aforementioned; Computer software and electronicdownloadable databases for creationmanagementconfirmation and reporting of accountingfinancial and business statements; Computer software and electronicdownloadable databases for creationmanagementconfirmation and reporting of enhancedaesthetically pleasingeasy to readpersonalized accountingfinancial and business statements; Computer software and electronicdownloadable databases for business process management for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for financial analysis and strategy consulting; Computer software and electronicdownloadable databases for project management for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for business process training for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for print output creationrouting and bundling for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for tax form processingreceipt of initial tax related filespreparing tax documents for mailinguploading tax documents to an online document repository; Computer software and electronicdownloadable databases for creation of integrated documents for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for automated account opening for client and member onboarding for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for use in integrating marketing of products and services into customer statements for financial service providersaccountantswealth management advisors and brokerages; Computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providersaccountantswealth management advisors and brokerageselectronic documentselectronic reportselectronic insertselectronic newslettersautomated account openingscustomer statement processing; Computer software and electronicdownloadable databases for document imaging; Computer software for messaging; Computer software for customer lifecycle communicationscommunications for account openingasset transferneeds assessment and data capture for financial service providersaccountantswealth management advisors and brokerages; Computer software and electronicdownloadable databases for account transfers and account updates; Computer software and electronicdownloadable databases for cheque image capture and processing; Computer software and electronicdownloadable databases for a secureweb-based repository for uploading and sharing board documentsmaterials and correspondence with board members of an organization; Computer software and electronicdownloadable databases for project reviewassessmentadjustmentenhancement to optimize business processes; Computer software and electronicdownloadable databases for customer relationship managementfor database management and information management for financial service providersaccountantswealth management advisorsbrokerages; Computer software and electronicdownloadable databases for correspondencecreation and printing of correspondencecreation of electronic correspondence; Computer software and electronicdownloadable databases for notificationdemand notification to an end user of the event of exceeding a financial limitexceeding a margin for a margin account and exceeding a credit limit; Computer software and electronicdownloadable databases for notificationloan origination; Computer software and electronicdownloadable databases for interactive communicationinteractive communication between the provider of the computer software and databases and financial service providersaccountantswealth management advisorsbrokerages and end users of the computer software and databases for customer relationship management
Class 42
Providing on-line non-downloadable computer software for document and content creation for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic documentelectronic reportelectronic inserts and electronic newsletters creation for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for document management of business documents for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for electronic signaturesthe generation of electronic signatures and the application of electronic signatures to documents; Providing on-line non-downloadable computer software for customer statement processing job schedulingtracking and reportinglocally and remotely scheduling jobstracking the progression of job activitiesreporting the aforementioned; Providing on-line non-downloadable computer software for creationmanagementconfirmation and reporting of accountingfinancial and business statements; Providing on-line non-downloadable computer software for creationmanagementconfirmation and reporting of enhancedaesthetically pleasingeasy to readpersonalized accountingfinancial and business statements; Providing on-line non-downloadable computer software for business process management for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for financial analysis and strategy consulting; Providing on-line non-downloadable computer software for project management for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for business process training for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for print output creationrouting and bundling for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non- downloadable computer software for tax form processingreceipt of initial tax related filespreparing tax documents for mailinguploading tax documents to an online document repository; Providing on-line non-downloadable computer software for creation of integrated documents for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for automated account opening for client and member onboarding for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for use in integrating marketing of products and services into customer statements for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for cloud computing connection enabling end users to access online products and services hosted by financial service providersaccountantswealth management advisors and brokerageselectronic documentselectronic reportselectronic insertselectronic newslettersautomated account openingscustomer statement processing; Providing on-line non-downloadable computer software for document imaging; Providing on-line non-downloadable computer software for messaging; Providing on-line non-downloadable computer software for customer lifecycle communicationscommunications for account openingasset transferneeds assessment and data capture for financial service providersaccountantswealth management advisors and brokerages; Providing on-line non-downloadable computer software for account transfers and account updates; Providing on-line non-downloadable computer software for cheque image capture and processing; Providing on-line non-downloadable computer software for a secureweb-based repository for uploading and sharing board documentsmaterials and correspondence with board members of an organization; Providing on-line non-downloadable computer software for project reviewassessmentadjustmentenhancement to optimize business processes; Providing on-line non-downloadable computer software for accounting and wealth management analysis and strategy consulting; Providing on-line non-downloadable computer software for customer relationship managementfor database management and information management for financial service providersaccountantswealth management advisorsbrokerages; Providing on-line non-downloadable computer software for correspondencecreation and printing of correspondencecreation of electronic correspondence; Providing on-line non-downloadable computer software for notificationdemand notification to an end user of the event of exceeding a financial limitexceeding a margin for a margin account and exceeding a credit limit; Providing on-line non-downloadable computer software for notificationloan origination; Providing on-line non-downloadable computer software for interactive communicationinteractive communication between the provider of the computer software and databases and financial service providersaccountantswealth management advisorsbrokerages and end users of the computer software and databases for customer relationship management
Publications
History of USPTO decisions and trademark events.
56 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/24/2024
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/24/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/24/2024
E815
TEAS SECTION 8 & 15 RECEIVED
09/11/2023
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/26/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/06/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/06/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/07/2019
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/08/2018
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
03/07/2018
R.PR
REGISTERED-PRINCIPAL REGISTER
09/26/2017
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
07/11/2017
PUBO
PUBLISHED FOR OPPOSITION
07/11/2017
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/21/2017
CNEA
EXAMINERS AMENDMENT MAILED
06/08/2017
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
06/08/2017
ADBS
1(B) BASIS DELETED; NEW BASIS REQUESTED
06/07/2017
IUCN
NOTICE OF ALLOWANCE CANCELLED
06/07/2017
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
05/31/2017
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
05/31/2017
PCBG
PETITION TO DIRECTOR - CHANGE BASIS - GRANTED
05/31/2017
APET
ASSIGNED TO PETITION STAFF
05/31/2017
TPAD
TEAS PETITION TO AMEND BASIS RECEIVED
05/31/2017
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
03/06/2017
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
03/06/2017
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
12/16/2016
EX1G
SOU EXTENSION 1 GRANTED
12/14/2016
EXT1
SOU EXTENSION 1 FILED
12/14/2016
EEXT
SOU TEAS EXTENSION RECEIVED
12/14/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
06/14/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/19/2016
PUBO
PUBLISHED FOR OPPOSITION
04/19/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/30/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/15/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/04/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
03/01/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/01/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
03/01/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/01/2016
RCCK
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
02/01/2016
GNS3
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
07/30/2015
GNSL
LETTER OF SUSPENSION E-MAILED
07/30/2015
CNSL
SUSPENSION LETTER WRITTEN
07/30/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/09/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/09/2015
ALIE
ASSIGNED TO LIE
07/01/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/19/2015
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/15/2015
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/15/2015
CNRT
NON-FINAL ACTION MAILED
12/22/2014
CNRT
NON-FINAL ACTION WRITTEN
12/19/2014
DOCK
ASSIGNED TO EXAMINER
12/17/2014
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
10/23/2014
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/15/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
09/16/2014
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