TrademarkDir
CLIENT PROFILER
LIVE

Serial Number

87568252

Owner

CapitalRock, LLC

First Use Date

May 12, 2017

Filing Date

Aug 14, 2017

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CLIENT PROFILER Trademark

Serial Number: 87568252 • Registration: 5409342

CLIENT PROFILER is a trademark filed by CapitalRock, LLC on August 14, 2017. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

CapitalRock, LLC (11 trademarks)

45 E Center St
North Salt Lake, UT 84054

Entity Type: 16

Trademark Details

Filing Date

August 14, 2017

Registration Date

February 20, 2018

First Use Anywhere

May 12, 2017

First Use in Commerce

August 9, 2017

Goods & Services

Providing on-line non-downloadable software for analyzing client's key financial planning needs by financial advisors within the financial services industry using a scoring methodology to determine the highest priority needs for consumers

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Aug 24, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Aug 24, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 24, 2023 APRE
TEAS SECTION 8 RECEIVED
Mar 23, 2023 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Feb 20, 2023 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Feb 20, 2018 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 16, 2018 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jan 9, 2018 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 5, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 5, 2018 CRFA
ASSIGNED TO LIE
Jan 5, 2018 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 20, 2017 TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 20, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 15, 2017 GNRN
NON-FINAL ACTION E-MAILED
Nov 15, 2017 GNRT
NON-FINAL ACTION WRITTEN
Nov 15, 2017 CNRT
ASSIGNED TO EXAMINER
Nov 15, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 19, 2017 NWOS
NEW APPLICATION ENTERED
Aug 17, 2017 NWAP

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