REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/15/2025
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Official data from USPTO
USUITE
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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
14
Latest update
09/16/2025
Trademark type
Word
Nice classes
42
Filing date
05/05/2020
Registration date
09/15/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/15/2020
Last transaction
09/16/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
10/03/2017
First use in commerce
10/03/2017
Drawing code
4
Owner type
16
Owner location
Cincinnati, OH
Examiner
REED, MAUREEN
Law office
M60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
ULTIMUS FUND SOLUTIONS, LLC
Representatives
FRANCIS JOHN CIARAMELLA, ESQUIRE FRANCIS JOHN CIARAMELLA, PLLC
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Application service provider (ASP) featuring software for use automating shareholder work from Transfer Agency system to Fund Accounting System and performing full reconciliationautomating the end of the day 2nd source price verification processautomating report and data distribution to external partiesautomating the corporate action reconciliation process through use of application programming interfaces (APIs) to perform a 2nd source reconciliationautomating the manual pricing processautomating the transaction posting process in Transfer Agency systemautomating trade processinginterfacing for final net asset value (NAV) approvalpost trade compliance application; Software as a service (SAAS) services featuring software for use automating shareholder work from Transfer Agency system to Fund Accounting System and performing full reconciliationautomating the end of the day 2nd source price verification processautomating report and data distribution to external partiesautomating the corporate action reconciliation process through use of application programming interfaces (APIs) to perform a 2nd source reconciliationautomating the manual pricing processautomating the transaction posting process in Transfer Agency systemautomating trade processinginterfacing for final net asset value (NAV) approvalpost trade compliance application
Publications
History of USPTO decisions and trademark events.
14 publications found
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/04/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
09/15/2020
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/30/2020
PUBO
PUBLISHED FOR OPPOSITION
06/30/2020
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
06/10/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/27/2020
XAEC
EXAMINER'S AMENDMENT ENTERED
05/27/2020
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/27/2020
GNEA
EXAMINERS AMENDMENT E-MAILED
05/27/2020
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/27/2020
DOCK
ASSIGNED TO EXAMINER
05/21/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/15/2020
NWAP
NEW APPLICATION ENTERED
05/08/2020
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