TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/19/2024
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Official data from USPTO
FIDANTE PARTNERS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
FIDANTE PARTNERS
ST13
US500000097055823Class
9, 16, 35, 36
Filing
97055823
Registration
7039945
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
28
Latest update
01/19/2024
Trademark type
Word
Nice classes
9, 16, 35, 36
Filing date
10/01/2021
Registration date
05/02/2023
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/02/2023
Last transaction
01/19/2024
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
Drawing code
4
Owner type
03
Owner location
Sydney, AU
Examiner
POLLACK, ALISON FRIEDBERG
Law office
L60
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Challenger Group Holdings Ltd.
Representatives
Jeffery Mann, Esq. McCarter & English, LLP
Technical classification
Nice Classes
Class 9Class 16Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable electronic publications in the nature of e-booksjournal articlesmagazinesbookletsfact sheets in the fields of businessfinanceinvestmentadministrationtax and currencies; downloadable electronic reports including annual reportsfund reports and mandate reports in the fields of businessfinanceinvestmentadministrationtax and currencies; downloadable electronic newslettersjournalsleafletsbrochures and questionnaires in the fields of businessfinanceinvestmentadministrationtax and currencies
Class 16
Printed publications namely booksfact sheetsworkbooks in the fields of businessfinanceinvestmentadministrationtax and currencies; stationery; printed reports including annual reportsfund reports and mandate reports in the fields of businessfinanceinvestmentadministrationtax and currencies; printed newsletters in the fields of businessfinanceinvestmentadministrationtax and currencies; printed reports namelyproduct disclosure statements; printed journals in the fields of businessfinanceinvestmentadministrationtax and currencies; printed business cards; printed leaflets in the fields of businessfinanceinvestmentadministrationtax and currencies; printed brochures in the fields of businessfinanceinvestmentadministrationtax and currencies; printed questionnaires on businessfinanceinvestmentadministrationtax and currency issues
Class 35
Providing business administration services including in relation to investment fund business support services; business consulting services; business planning; business management and advisory services; commercial administration of the licensing of the goods and services of others; marketing services; accounting services; tax administrationtax assessmenttax preparationtax filing services; preparation of tax returns being tax preparation services; human resource management; payroll processing services for others; payroll assistancepayroll processing and preparation services; preparation and business data analysis of commercial and business reports; registry servicesbusiness administration services being recording and maintaining lists and information for others; providing business information services via a call centre in the fields of businessaccounting and financial matters; account auditing; company secretarial services
Class 36
Financial servicesfinancial consultancy and advice; financial managementplanninganalysis and research services; financial evaluation of real estate; financial wealth planning; fund investments; investment servicesreal estate investment servicesinvestment risk assessment serviceshedge fund investment services; capital and private equity fund investment services; venture capital and private equity funds management and financial investment managementplanning and annuity administration services including in respect of listed and unlisted investment vehicleslisted and unlisted trusts and stapled securities; investment fund support servicesannuity fund administrationcredit reporting and investment administration of superannuation benefits and investment arrangements; providing venture capital and private equity funds management and investment management services and advice to clients; establishment and management of financial products being financial asset management; financial asset management and investmentbrokerageconsultationmanagementadvice and their related activities and servicesfinancial custody services in the nature of maintaining possession of financial assets for others for financial management purposes; sub-underwriting equity and debt funding all being financing services; financial dealingfinancialcurrencysecuritiescommodities trading for others in financial products including listed and unlisted equity securitieslisted and unlisted debt securitiesother securitiessharesderivativesfutures contractssuperannuationpensionretirement and savings products or accountslife productsgeneral insurancemanaged fundsfixed interest securitiesconvertible noteshybrid securities including preference sharesconvertible securities and cash; financial and monetary services and affairslending for commercialmoney investment or residential real estate purposesmortgage financing servicesmortgage loan origination; debt financing services; mortgage aggregation being mortgage brokeragemortgage lending; financial management of loan assetsrefinancingdebt reconstructionbridging financeasset backed lending; provision of financial servicesin particularproviding venture capitalunderwriting equity and debt fundingsourcing equity and debt funding from bankscapital markets and institutional marketsfinancial advice on the creation of equitydebt and hybrid financial instrumentsloan asset origination; sourcingadvising and managing infrastructure funding and assetsfinancial civil infrastructure asset management; facilitating and arranging for the financing of fiscal and real estate loansmortgages and real estate leasing; corporate finance structuring servicesconsultation in the field of capital structure; management of commercialofficeretailindustrial and social infrastructure real estate; Financial analysis of financial reports; unit trust servicesfiscal assessment and valuation advice; unit pricinginvestment calculation advice; valuation servicesfiscal and real estateportfolio valuation services; financial investment custody servicesmaintaining possession of financial assets for others for financial management purposes; financial investment brokerage services; consultancyinformation and advisory services in relation to all the aforementioned servicesfinancial information; financial sponsorship of educationtrainingentertainmentsporting or cultural activitiesin particular financial education event sponsorship
Publications
History of USPTO decisions and trademark events.
28 publications found
ECDR
TEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS
01/19/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/19/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/19/2024
NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
05/02/2023
R.PR
REGISTERED-PRINCIPAL REGISTER
05/02/2023
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/14/2023
PUBO
PUBLISHED FOR OPPOSITION
02/14/2023
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/25/2023
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/11/2023
XAEC
EXAMINER'S AMENDMENT ENTERED
01/11/2023
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
01/11/2023
GNEA
EXAMINERS AMENDMENT E-MAILED
01/11/2023
CNEA
EXAMINERS AMENDMENT -WRITTEN
01/11/2023
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/21/2022
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/20/2022
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/20/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/13/2022
EWOR
TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
12/13/2022
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
12/13/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/13/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/13/2022
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
07/06/2022
GNRT
NON-FINAL ACTION E-MAILED
07/06/2022
CNRT
NON-FINAL ACTION WRITTEN
07/06/2022
DOCK
ASSIGNED TO EXAMINER
07/05/2022
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/28/2021
NWAP
NEW APPLICATION ENTERED
10/05/2021
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