FINCAD
LIVE

Serial Number

86750323

Owner

NUMERIX LLC

Attorney

Matthew L. Frisbee

First Use Date

Nov 30, 2014

Filing Date

Sep 8, 2015

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FINCAD Trademark

Serial Number: 86750323 • Registration: 5263278

FINCAD is a trademark filed by NUMERIX LLC on September 8, 2015. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 38 (Telecommunications), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

NUMERIX LLC (28 trademarks)

100 Park Ave., 15th Floor
New York, NY 10017

Entity Type: 16

FINANCIALCAD CORPORATION (8 trademarks)

Central City Suite 1750
SURREY, BRITISH COLUMBIA V3T5X3 , CA

Entity Type: 03

Trademark Details

Filing Date

September 8, 2015

Registration Date

August 15, 2017

First Use Anywhere

November 30, 2014

First Use in Commerce

November 30, 2014

Published for Opposition

May 30, 2017

Goods & Services

training courses related to financial computation and analysis; providing non-downloadable electronic newsletters delivered by email in the field of finance and finance-related computer software; providing non-downloadable electronic manuals and user guides delivered by email for finance-related computer software; providing non-downloadable electronic documentation delivered by email regarding mathematical models of financial instruments

a suite of computer software for use by financial professionals providing a wide range of financial analytic tools, namely, tools for valuing portfolios, measuring risk, performing scenario analysis, determining value at risk, generating cash flow projections and modelling financial instruments; computer software for use by traders, fund managers, institutional investors and brokers for performing financial calculations; computer software for performing financial analysis of fixed income securities and derivatives; computer software for assessing risk of investments; computer software for valuing financial investments; computer software for evaluating market risk, interest rate risk and credit risk; computer software for warehousing financial data; computer software for debt and investment planning; computer software for cash flow monitoring and forecasting; computer software for back office financial operations, namely, position keeping, clearance, settlement, regulatory compliance, tax handling, risk margining, and reporting; computer software for use in developing computer software applications relating to finance and developing computer software applications that perform financial calculations; library of computer software modules for performing quantitative financial calculations for use in developing finance-related computer software applications; computer software for use by financial professionals in the field of managing portfolios of financial assets; computer software, namely, add-in to computer spreadsheet software providing enhanced quantitative financial calculation functions; computer software for use in managing positions in currencies, interest rates, commodities, equities and options; downloadable electronic newsletters in the field of finance and finance-related computer software; downloadable electronic manuals and user guides for finance-related computer software; downloadable electronic documentation regarding mathematical models of financial instruments

providing online access by way of the internet to a computer system for performing financial calculations; providing online access to finance- related computer software applications

consulting services in the field of analysis and evaluation of financial instruments; consulting services in the field of hedge accounting compliance; consulting services in the field of financial risk assessment; consulting services in the field of financial risk management and derivatives strategies; consulting services in the field of financial derivatives and financial portfolios; consulting services in the field of valuation of financial assets including financial securities and derivatives; financial services in the field of quantitative financial analysis; consulting services in the field of financial analysis; providing financial information by electronic means, namely, online databases, Web sites, Web feeds, and email

providing subscriptions to remotely hosted financial computing resources by way of the internet; business project management services in the field of financial computing systems

software as a service (SAAS) services featuring software for performing financial analysis of fixed income securities and derivatives, software for assessing risk of investments, software for valuing financial investments, software for evaluating market risk, interest rate risk and credit risk, software for hedge accounting, and software for back office financial operations, namely, position keeping, clearance, settlement, regulatory compliance, tax handling, risk margining, and reporting; computer software services, namely, design and development of custom computer software for use by financial professionals in managing portfolios of financial assets; computer systems services, namely, design and implementation of financial computing systems; computer systems services, namely, maintaining and operating computer systems running finance-related computer applications; computer systems services, namely, acting as an application service provider in the field of financial computing; computer software services, namely, upgrading, updating and maintaining finance-related computer software; consulting services in the field of design and application of finance-related computer software; providing online information regarding the development of finance-related computer software applications

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 17, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 17, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 17, 2025 REAP
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 7, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 7, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 7, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 7, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 7, 2025 COAR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 19, 2024 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Mar 19, 2024 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Mar 19, 2024 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Mar 19, 2024 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Mar 19, 2024 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 6, 2024 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 6, 2024 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 27, 2024 APRE
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Jan 10, 2024 EROP
POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Dec 20, 2023 PR23
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 20, 2023 APRE
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 28, 2023 ASGN
TEAS SECTION 8 & 15 RECEIVED
Jun 26, 2023 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 26, 2023 TCCA
TEAS WITHDRAWAL AS DOMESTIC REPRESENTATIVE RECEIVED
Jun 26, 2023 EWOR
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 26, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 26, 2023 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
May 19, 2023 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 19, 2023 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 19, 2023 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 19, 2023 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
May 19, 2023 COAR
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 15, 2022 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 18, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 18, 2019 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 2, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 2, 2019 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 2, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 2, 2018 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 31, 2018 ASCK
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sep 1, 2017 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sep 1, 2017 REAP
REGISTERED-PRINCIPAL REGISTER
Aug 15, 2017 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 30, 2017 NPUB
PUBLISHED FOR OPPOSITION
May 30, 2017 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 10, 2017 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 26, 2017 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 14, 2017 CNSA
DATA MODIFICATION COMPLETED
Apr 11, 2017 DMCC
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 6, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 5, 2017 CRFA
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Apr 5, 2017 ERSI
NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED
Mar 6, 2017 GNS2
INQUIRY TO SUSPENSION E-MAILED
Mar 6, 2017 GNSI
SUSPENSION INQUIRY WRITTEN
Mar 6, 2017 CNSI
SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Jan 25, 2017 RCCK
ASSIGNED TO LIE
Jan 24, 2017 ALIE
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Jul 13, 2016 GNS3
LETTER OF SUSPENSION E-MAILED
Jul 13, 2016 GNSL
SUSPENSION LETTER WRITTEN
Jul 13, 2016 CNSL
TEAS/EMAIL CORRESPONDENCE ENTERED
Jun 17, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 16, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 16, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 26, 2015 GNRN
NON-FINAL ACTION E-MAILED
Dec 26, 2015 GNRT
NON-FINAL ACTION WRITTEN
Dec 26, 2015 CNRT
ASSIGNED TO EXAMINER
Dec 18, 2015 DOCK
NOTICE OF PSEUDO MARK E-MAILED
Sep 12, 2015 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 11, 2015 NWOS
NEW APPLICATION ENTERED
Sep 11, 2015 NWAP