529 QUICKVIEW
Live / Registered — Registered and renewed (as of 14 Sept 2018)
What this means for you
Registered since 18 Aug 2009. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 18 Aug 2029: the §8 & §9 renewal).
Record
- Serial number
- 77640532
- Registration number
- 3668871
- Mark type
- Word mark
- Filed
- 29 Dec 2008
- Published for opposition
- 28 Apr 2009
- Registered
- 18 Aug 2009
- Current term from
- 18 Aug 2019
- Next maintenance filing
- §8 & §9 renewal, due by 18 Aug 2029 (grace period to 18 Feb 2030)
- Attorney of record
- Jennifer L. Dean
Goods and services
- Class 036 — Insurance and financial services: Financial Services, namely, a web-based portal developed to provide financial advisers with access to information on their clients' investment accounts
Owner
- ASCENSUS COLLEGE SAVINGS RECORDKEEPING SERVICES, LLC, NEWTON, MA
- ASCENSUS BROKER DEALER SERVICES, LLC, DRESHER, PA
- ASCENSUS BROKER DEALER SERVICES, INC., NEWTON, MA
- Upromise Investments, Inc., Newton, MA
- Upromise Investments, Inc., Newton, MA
- Upromise Investments, Inc., Newton, MA
Board proceedings on this mark
- Extension of Time to Oppose No. 77640532 — Quidel Corporation v. Upromise Investments, Inc., filed 27 May 2009 (Terminated)
Prosecution history
- 13 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 13 Feb 2026 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 22 Jan 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 Sept 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 14 Sept 2018 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 14 Sept 2018 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 14 Sept 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 05 Sept 2018 — TEAS SECTION 8 & 9 RECEIVED
- 18 Aug 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 21 Feb 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 Aug 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 14 Aug 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 Aug 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Jul 2015 — TEAS SECTION 8 & 15 RECEIVED
- 06 Aug 2014 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP