NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
15/03/2026
Voltar para busca
Dado oficial do USPTO
ULTIMUS FUND SOLUTIONS
Sabia que essa marca já está registrada no Estados Unidos?
Antes de investir em nome, identidade e divulgação, valide risco de colisão e estratégia de registro para não perder tempo nem budget.
Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
ULTIMUS FUND SOLUTIONS
ST13
US500000086252197Classe
35, 36, 45
Pedido
86252197
Registro
4872706
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
42
Atualização mais recente
07/04/2026
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
35, 36, 45
Data de depósito
15/04/2014
Data de registro
22/12/2015
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
15/03/2026
Última transação
07/04/2026
Escritório responsável
United States Patent and Trademark Office
Código da situação
800
Cadastro oficial
Principal Register
Primeiro uso
02/01/2000
Primeiro uso no comércio
01/03/2000
Código do desenho
4
Tipo de titular
16
Localização do titular
Cincinnati, OH, US
Examinador
NADELMAN, ANDREA KOYNER
Localização atual
PUBLICATION AND ISSUE SECTION
Titulares e representantes
Titulares
ULTIMUS FUND SOLUTIONS, LLC
Representantes
Francis John Ciaramella, Esquire Francis John Ciaramella, PLLC
Classificação técnica
Classes Nice
Classe 35Classe 36Classe 45
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 35
Business management and consultation services for othersproviding fund organization services to mutual funds and mutual fund companies in the nature of business operation consultationfinancial analysis for businessesbusiness assistance in the field of budgetingvendor selection in the nature of registeringscreening and verifying the credentials of third-party vendors on behalf of othersproduct pricing in the nature of providing pricing information about the goods of others via the global computer networkpreparation and filing of financial statements with the Securities and Exchange Commission (SEC) and responding to SEC commentsbusiness organization consulting regarding the preparation of compliance business policies and proceduresbusiness coordination and preparation of board of trustees' materials for organizational meetingsoffice functions in the nature of filing of documents necessary to qualify funds for sale in various statescoordination of prospectus printingcopying of documents for othersmanagement services in the nature of business development servicesproviding start-up support for business of others in the nature of applying for fund's federal taxpayer identification numbera uniform security identification procedures number and ticker symbol; business management and consultation services for othersproviding fund business administration to mutual funds and mutual fund companies in the nature of day-to-day business management and supervision of fund operations and coordination of custodytransfer agentdistributionaccounting and pricing servicesproviding officers for the fund in the nature of professional staffing servicespreparation and maintenance of business reports regarding fund expense projectionsreport expense projections and variances to fund managementacting as a liaison with the fund's independent accountantscustodianoutside counsel and board of trusteesnegotiation and settlement of commercial transaction for third partiesfor mutual fund companiescoordinationscheduling and preparation of business reports in the nature of materials for board of trustees' meetingspreparation and supervision of all SEC filingspreparationfiling and mailing of reports to shareholdersoffice functions in the nature of maintenance of books and records of ownership of stocksshares and securities of mutual fundsassisting fund advisers in insurance compliance monitoring and examining for business purposesproviding mutual fund sales tracking and reporting; business management and consultation services for othersproviding fund transfer agent services to mutual funds and mutual fund companies in the nature of bookkeepingmaintaining necessary books and records required by the Investment Company Act of 1940maintaining complete shareholder records for each shareholder accountadministrative processing of purchase and redemption ordersestablishing and maintaining business procedures and controls over elective shareholder transactionsproviding business reports featuring comprehensive sales reportingcommission tracking and reporting andfinancial record-keeping for regulatory compliance purposesassisting fund in Anti-Money Laundering (AML) compliance and professional staffing servicesproviding an AML compliance officer and an identity theft prevention compliance officer; business management and consultation services for othersaccounting services to mutual funds and mutual fund companies in the nature of providing daily net asset value calculationsgeneral ledger maintenancefinancial and tax reportingmanagement reportingtax compliance and fund performance reporting; business management and consultation services for otherspricing services to mutual funds and mutual fund companies in the nature of business appraisalsobtaining market prices for each security comprising the fundcalculating the fund's net asset value and providing business appraisals via transmittal to the securities exchanges and entitiesaccounting servicescalculating a daily cash figure for investment purposes for the investment advisor; business management and consultation services for othersshareholder services to mutual funds and mutual fund companies in the nature of shareholder record keeping servicesproviding and maintaining the necessary personnel and equipment records to receive and answer shareholder and dealer inquiriesacknowledging and responding to all shareholder correspondence in the nature of custom writing services comprising public relations and marketing materials for the financial industrypreparation and mailing confirmations for each shareholder transaction and periodic statements and preparing and mailing of tax forms for the IRS and shareholders; business management and consultation services for othersproviding fund organization services to mutual funds and mutual fund companies in the nature of facilitating establishment of relationshipsproviding business advice and assistance to commercial entities regarding establishing business relationships with brokerage firms and other financial intermediariescreating awareness of the fund through marketing and advertising servicesbusiness services in the nature of developing best practices for mutual fund companiescheck processing service and invoicing servicesreviewing invoices for feespreparation of business reports to board of directors; business management and consultation services for othersdata conversion for mutual funds and mutual fund companies in the nature of converting existing mutual funds data from one service provider or proprietary system to a new service provider or to an in-house system
Classe 36
Shareholder services to mutual funds and mutual fund companiesbill payment in the nature of authorizing payment of approved expenses of the funddisbursement and reinvestment of dividends for third partiespayment processing for Individual Retirement Account (IRA) purchasestransferswithdrawals and rolloversreconciling fund assets financial transactions with the mutual fund custodianproviding shareholders with account financial information via the internet and interactive voice response systemserving as fund's underwriter in the nature of securities underwriting for mutual funds and qualifying as broker-dealer in the nature of business brokerage servicesmutual fund distribution of fees and transaction based commissionsmanagement of capital fund's distribution activities
Classe 45
Shareholder services to mutual funds and mutual fund companiesconsultation services in the field of identity theftassisting mutual fund companies in administering identity theft prevention program
Publicações
Histórico de despachos e eventos da marca no USPTO.
42 publicações encontradas
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
15/03/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
15/03/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
15/03/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
22/12/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
04/08/2025
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
22/12/2024
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
13/03/2024
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
16/04/2021
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
16/04/2021
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
16/04/2021
E815
TEAS SECTION 8 & 15 RECEIVED
30/12/2020
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
22/12/2020
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/11/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/11/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/11/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/11/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/11/2020
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
06/02/2019
CORV
REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD
19/01/2016
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
18/01/2016
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
18/01/2016
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
18/01/2016
R.PR
REGISTERED-PRINCIPAL REGISTER
22/12/2015
PUBO
PUBLISHED FOR OPPOSITION
06/10/2015
NPUB
NOTICE OF PUBLICATION
16/09/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/09/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
27/08/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
27/08/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
27/08/2015
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
20/08/2015
CNFR
FINAL REFUSAL MAILED
24/02/2015
CNFR
FINAL REFUSAL WRITTEN
24/02/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/02/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/02/2015
ALIE
ASSIGNED TO LIE
02/02/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
23/01/2015
CPRA
PRIORITY ACTION MAILED
01/08/2014
CPRA
PRIORITY ACTION WRITTEN
01/08/2014
DOCK
ASSIGNED TO EXAMINER
25/07/2014
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
29/04/2014
NWAP
NEW APPLICATION ENTERED
18/04/2014
Proteção contínua da sua marca
Seja avisado a cada novo depósito que ameace ULTIMUS FUND SOLUTIONS ou a sua marca.
Vigilância profissional por 24 meses: monitoramos o USPTO por você e alertamos a tempo de você se opor — antes que o conflito vire prejuízo.