NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/08/2026
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Official data from USPTO
FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FINANCIAL INSIGHTS & TECHNOLOGY SOLUTIONS
ST13
US500000088344344Class
35, 36, 42, 45
Filing
88344344
Registration
6201180
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
36
Latest update
08/08/2026
Trademark type
Word
Nice classes
35, 36, 42, 45
Filing date
03/18/2019
Registration date
11/17/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/08/2026
Last transaction
08/08/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/11/2019
First use in commerce
06/11/2019
Drawing code
4
Owner type
03
Owner location
Walnut Creek, CA, US
Examiner
CARROLL, DORITT
Current location
Historical data usage
Holders and representatives
Holders
P. B. (pessoa física)
Representatives
Katherine A. Keating Bryan Cave Leighton Paisner LLP
Technical classification
Nice Classes
Class 35Class 36Class 42Class 45
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
consulting and information concerning accounting; business consulting and information services; business risk management consulting; business consulting servicesanalyzing the profitability of financial institutions
Class 36
loan and portfolio financial management for financial institutions; loan pricing servicesproviding information to financial institutions to assist in setting loan prices; asset liability management reporting and analysisanalyzing and reporting on the process of a financial institution's management of assets and cash flows to reduce the institution's risk of loss; financial risk management consulting; financial risk analysis; credit risk management consulting; risk management consulting; financial risk assessment servicesstress testing loan portfolios of financial institutionscredit stress testingliquidity stress testinginterest rate risk stress testing
Class 42
software as a service (SaaS) services featuring software for use by the financial services industry in loan pricingprofitability analysisasset liability management reporting and analysisfinancial portfolio analysis for financial institutionsfinancial risk analysisfinancial risk managementcredit risk managementrisk managementregulatory compliancestress testing loan portfolios of financial institutionscredit stress testingliquidity stress testinginterest rate risk stress testing
Class 45
regulatory compliance consulting services in the field of finance and banking
Publications
History of USPTO decisions and trademark events.
36 publications found
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/08/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/08/2026
E815
TEAS SECTION 8 & 15 RECEIVED
05/05/2026
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/17/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/14/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/14/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/14/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/14/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/14/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
11/17/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
10/13/2020
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
10/10/2020
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
09/19/2020
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/18/2020
EX1G
SOU EXTENSION 1 GRANTED
09/18/2020
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/18/2020
IUAF
USE AMENDMENT FILED
09/10/2020
EXT1
SOU EXTENSION 1 FILED
09/10/2020
EEXT
SOU TEAS EXTENSION RECEIVED
09/10/2020
EISU
TEAS STATEMENT OF USE RECEIVED
09/10/2020
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03/17/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/21/2020
PUBO
PUBLISHED FOR OPPOSITION
01/21/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/01/2020
ALIE
ASSIGNED TO LIE
12/19/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/17/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/27/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/26/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/26/2019
GPRN
NOTIFICATION OF PRIORITY ACTION E-MAILED
06/02/2019
GPRA
PRIORITY ACTION E-MAILED
06/02/2019
CPRA
PRIORITY ACTION WRITTEN
06/02/2019
DOCK
ASSIGNED TO EXAMINER
05/29/2019
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
04/05/2019
NWAP
NEW APPLICATION ENTERED
03/21/2019
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