ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/07/2025
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Official data from USPTO
INVESTMENT PROVIDER XCHANGE
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVESTMENT PROVIDER XCHANGE
ST13
US500000090366723Class
36, 42
Filing
90366723
Registration
6761668
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
34
Latest update
05/11/2025
Trademark type
Word
Nice classes
36, 42
Filing date
12/08/2020
Registration date
06/14/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/14/2022
Last transaction
05/11/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
04/26/2022
First use in commerce
04/26/2022
Drawing code
4
Owner type
03
Owner location
BURLINGTON, MA
Examiner
HOLTZ, ALLISON
Law office
M20
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
CONGRUENT SOLUTIONS, INC.
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
Administration of employee benefit plans concerning insurance and finance; Annuity servicesaccount and investment administration and the investment and distribution of annuity funds; Financial administration of retirement plans; Financial trust administration; Financial trust operations; Individual retirement account services; Onlinereal-time tax payment processingtax payment financial managementtax payment financial analysis services; Processingadministering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Tax payment processing services; 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.
34 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
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
06/14/2022
R.PR
REGISTERED-PRINCIPAL REGISTER
06/14/2022
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
05/10/2022
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
05/08/2022
SUPC
STATEMENT OF USE PROCESSING COMPLETE
05/06/2022
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
05/05/2022
IUAF
USE AMENDMENT FILED
04/26/2022
EISU
TEAS STATEMENT OF USE RECEIVED
04/26/2022
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
11/09/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
09/14/2021
PUBO
PUBLISHED FOR OPPOSITION
09/14/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
08/26/2021
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/12/2021
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/12/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/16/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/16/2021
ALIE
ASSIGNED TO LIE
07/14/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
06/10/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
06/04/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
06/04/2021
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
06/04/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
06/04/2021
GNRT
NON-FINAL ACTION E-MAILED
06/04/2021
CNRT
NON-FINAL ACTION WRITTEN
06/04/2021
DOCK
ASSIGNED TO EXAMINER
05/27/2021
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
02/13/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/14/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/14/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/14/2020
NWAP
NEW APPLICATION ENTERED
12/11/2020
Continuous trademark protection
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