NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
03/25/2025
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Official data from USPTO
BOARDINGPASS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
BOARDINGPASS
ST13
US500000098375966Class
35, 36, 42
Filing
98375966
Registration
7735399
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
03/26/2025
Trademark type
Word
Nice classes
35, 36, 42
Filing date
01/25/2024
Registration date
03/25/2025
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/25/2025
Last transaction
03/26/2025
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
11/30/2022
First use in commerce
04/28/2023
Drawing code
4
Owner type
16
Owner location
Las Vegas, NV
Examiner
ODUSAMI, KEMI
Current location
FILE REPOSITORY (FRANCONIA)
Holders and representatives
Holders
Great Gray Trust Company, LLC
Representatives
Perry J. Viscounty LATHAM & WATKINS LLP
Technical classification
Nice Classes
Class 35Class 36Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Systematization of data in computer databases; Analyzing and compiling business data regarding the beneficial owners ofinvestments inservices provided to financial accountscollective investment fundstrust accountsretirement accounts; Electronic data collection of financial information for business purposes; Data management services for use in the administration of financial accountscollective investment fundstrust accountsretirement accounts; Collection and analysis of quality metric data for financial services providersfiduciariesadministrators of collective investment fundstrust accountsretirement accountsfor business purposes; Analyzing and compiling business and financial data for business purposes; Business consulting services; Business advisory services
Class 36
Financial advice; Financial advisory and consultancy services; Financial consultancy; Financial information and evaluations; Investment advisory services; Trustee services; Financial trust administration; Fiduciary servicesfiduciary representative services; Financial asset management; Financial research; Financial planning for retirement; Financial data analysis; Financial servicesadministration of collective investment funds (CITs); Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; Evaluation of financial data; Trust servicesinvestment and trust administration and advisory services; Financial trust operations; Providing an interactive website featuring financial and investment information via computer networks
Class 42
Platform as a Service (PaaS) featuring computer software platforms to facilitate investment in collective investment trusts (CITs) for use by financial advisorswealth management firmsinstitutional investment advisory firms and service providers to retirement plans and retirement plan sponsors in connection with the investment contracting process and information collection process in collective investment trusts (CITs); platform as a Service (PaaS) featuring computer software platforms for the opening of accounts for and administration of investments in collective investment trusts (CITs) and retirement fund participation agreements; Platform as a Service (PaaS) featuring computer software platforms for the streamlining of the information-collection process for retirement plan account opening and fund selection; Platform as a Service (PaaS) featuring computer software platforms for the approval of fund requests for use in connection with collective investment trusts (CITs); Platform as a Service (PaaS) featuring computer software platforms for the collectingfilteringorganizationretrievalrecordingsharingsortingstorage and tracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Scanning of documents for digitization; Platform as a Service (PaaS) featuring computer software platforms for the automationdigitizationcentralizationorganizationtracking of documents and data in connection with collective investment trusts (CITs) and retirement plans; Providing temporary use of onlinenon-downloadable software in the nature of an algorithm-assisted platform with integrated software for the management and administration of collective investment trusts (CITs) and retirement plans
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
03/25/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
02/04/2025
PUBO
PUBLISHED FOR OPPOSITION
02/04/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
01/29/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
01/15/2025
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/22/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/22/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/22/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/23/2024
GNRT
NON-FINAL ACTION E-MAILED
08/23/2024
CNRT
NON-FINAL ACTION WRITTEN
08/23/2024
DOCK
ASSIGNED TO EXAMINER
08/14/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/30/2024
NWAP
NEW APPLICATION ENTERED
01/25/2024
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