DAILY PLATFORM
LIVE

Serial Number

87021818

Owner

October Three LLC

Attorney

Mark D. Swanson

First Use Date

May 2, 2016

Filing Date

May 2, 2016

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DAILY PLATFORM Trademark

Serial Number: 87021818 • Registration: 5066258

DAILY PLATFORM is a trademark filed by October Three LLC on May 2, 2016. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

October Three LLC (11 trademarks)

233 S. Wacker Drive
Chicago, IL 60606

Entity Type: 16

Trademark Details

Filing Date

May 2, 2016

Registration Date

October 18, 2016

First Use Anywhere

May 2, 2016

First Use in Commerce

May 2, 2016

Goods & Services

Actuarial services; Financial administration of retirement plans; Providing web-based administration for the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning for retirement; Financial services, namely, providing online stored value accounts in an electronic environment; Automated and online daily financial administration of retirement plans and retirement funds; Processing, administering and managing employee benefit plans concerning insurance and finance; Account and investment administration of retirement funds; Providing a web-based portal for providing daily valuation of participant retirement accounts and real-time status information of plan value; Providing a web-based online access portal for both retirement plan participants and sponsors in the form of single sign on to view both defined benefit financial retirement plans and defined contribution financial retirement plans in one place

Providing a web site featuring non-downloadable computer software for use in assisting financial professionals and plan sponsors in the management of retirement accounts; Developing applications, software, and websites, for financial companies in the field of retirement plans and retirement benefits programs; Application service provider, namely, managing applications, software, and websites of others in the fields of retirement planning and retirement benefits program management and administration; Providing temporary use of online, nondownloadable software and applications for use as a calculation engine that links with custodians tying direct account assets to interest credits in the fields of retirement planning and retirement benefits program management and administration

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Oct 18, 2025 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 3, 2023 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 3, 2023 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 3, 2023 APRE
TEAS SECTION 8 RECEIVED
Oct 4, 2022 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 18, 2021 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Oct 18, 2016 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 12, 2016 PREV
ASSIGNED TO LIE
Sep 12, 2016 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Aug 23, 2016 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 23, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 23, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 23, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 21, 2016 GNRN
NON-FINAL ACTION E-MAILED
Jun 21, 2016 GNRT
NON-FINAL ACTION WRITTEN
Jun 21, 2016 CNRT
ASSIGNED TO EXAMINER
Jun 14, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 5, 2016 NWOS
NEW APPLICATION ENTERED
May 5, 2016 NWAP