TREA

97828805 - SS&C RENDEZVOUS

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Information

  • Trademark
  • 97828805
  • Serial Number
    97828805
  • Filing Date
    March 08, 2023
    2 years ago
  • Transaction Date
    February 27, 2025
    10 months ago
  • Status Date
    February 27, 2025
    10 months ago
  • Published for Opposition Date
    January 02, 2024
    2 years ago
  • Location Date
    February 27, 2024
    a year ago
  • Status Code
    731
  • Current Location
    INTENT TO USE SECTION
    Employee Name
    MCMORROW, JANICE
  • Attorney Docket Number
    SSC-112
    Attorney Name
    Michael D. Lazzara
    Law Office Assigned Location Code
    M60
  • Owners
Information
Mark Drawing Code
4
Mark Identification
SS&C RENDEZVOUS
Case File Statements
  • PM0001: SS AND C RENDEZVOUS
  • GS0421: Software as a service (SaaS) featuring software for financial planning and investment portfolio analysis, integration of investment models with investment strategies, financial risk assessment, investment proposal service, and automated fiduciary account management in the form of tax efficient trading systems
Case File Event Statements
  • 3/11/2023 - 2 years ago
    1 - NEW APPLICATION ENTERED Type: NWAP
  • 3/28/2023 - 2 years ago
    2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS
  • 12/13/2023 - 2 years ago
    5 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP
  • 1/2/2024 - 2 years ago
    6 - PUBLISHED FOR OPPOSITION Type: PUBO
  • 11/27/2023 - 2 years ago
    3 - ASSIGNED TO EXAMINER Type: DOCK
  • 11/27/2023 - 2 years ago
    4 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA
  • 8/22/2024 - a year ago
    9 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 8/22/2024 - a year ago
    12 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 8/22/2024 - a year ago
    11 - SOU EXTENSION 1 GRANTED Type: EX1G
  • 2/27/2025 - 10 months ago
    13 - SOU TEAS EXTENSION RECEIVED Type: EEXT
  • 2/27/2025 - 10 months ago
    14 - SOU EXTENSION 2 FILED Type: EXT2
  • 2/27/2025 - 10 months ago
    15 - SOU EXTENSION 2 GRANTED Type: EX2G
  • 2/28/2025 - 10 months ago
    16 - NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED Type: EXRA
  • 8/22/2024 - a year ago
    10 - SOU EXTENSION 1 FILED Type: EXT1
  • 1/2/2024 - 2 years ago
    7 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB
  • 2/27/2024 - a year ago
    8 - NOA E-MAILED - SOU REQUIRED FROM APPLICANT Type: NOAM