FINZLY
LIVE

Serial Number

88608847

Owner

SwapsTech Incorporated

Attorney

Meredith K Lowry

First Use Date

Jun 1, 2019

Filing Date

Sep 9, 2019

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FINZLY Trademark

Serial Number: 88608847 • Registration: 6172737

FINZLY is a trademark filed by SwapsTech Incorporated on September 9, 2019. The trademark is classified under Class 9 (Computers & Electronics), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

SwapsTech Incorporated (8 trademarks)

Suite 100
Charlotte, NC 28202

Entity Type: 03

FINZLY, INC. (14 trademarks)

CHARLOTTE, NC 28217

Entity Type: 03

Trademark Details

Filing Date

September 9, 2019

Registration Date

October 13, 2020

First Use Anywhere

June 1, 2019

First Use in Commerce

September 1, 2019

Published for Opposition

July 28, 2020

Goods & Services

Cloud computing featuring software for financial consulting for users conducting financial instrument transactions and foreign exchange trading over an electronic communications network; Cloud computing featuring software for managing financial portfolios; Cloud computing featuring software for planning, organizing, and supervising financial and business operations; Cloud computing featuring software for managing financial risk; Providing a website featuring on-line non-downloadable software that enables users to access and trade foreign currencies, options, futures, and commodities for others; Computer services, namely, integration of private and public cloud computing environments; Consulting services in the field of cloud computing; computer network design and computer software design for others for the purposes of execution, risk management, and reporting of financial transactions; computer programming services; computer programming consultancy; hosting of websites which provide on-line information and data storage; Technical support services, namely, remote and on-site infrastructure management services for monitoring, administration and management of public and private cloud computing IT and application systems

[ downloadable computer application software for mobile phones, namely, software for processing, managing, surveilling, and monitoring financial transactions; downloadable computer application software for mobile phones, namely, software for processing, managing, surveilling, and monitoring financial transactions for managing and monitoring financial settlements, payments, and cash transfers; downloadable computer application software for mobile phones, namely, software for monitoring risk and financial profit and loss for the purpose of assessing compliance with financial regulations; downloadable computer application software for mobile phones, namely, software for processing and reporting financial transactions for accounting and auditing purposes; downloadable computer application software for mobile phones, namely, software for interfacing with the third-party systems of external trading venues, vendors, and currency exchange market participants to receive financial market information; downloadable computer programs for processing data for derivative exchanges and Over the County trading platforms; Downloadable computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; downloadable computer software for use in customer relationship management (CRM); downloadable computer software for enabling computers to deploy parallel applications and perform parallel computations ]

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 10, 2026 NA85
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 10, 2026 C15P
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 26, 2026 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 22, 2025 E815
WITHDRAWAL OF ATTORNEY GRANTED
Sep 3, 2025 WOAG
TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Sep 3, 2025 WOAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jun 1, 2022 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 10, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 10, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 10, 2022 REAP
REGISTERED-PRINCIPAL REGISTER
Oct 13, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jul 28, 2020 NPUB
PUBLISHED FOR OPPOSITION
Jul 28, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 8, 2020 NONP
ASSIGNED TO LIE
Jun 22, 2020 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 19, 2020 CNSA
EXAMINER'S AMENDMENT ENTERED
Jun 16, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jun 16, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
Jun 16, 2020 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jun 16, 2020 CNEA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Dec 19, 2019 GPRN
PRIORITY ACTION E-MAILED
Dec 19, 2019 GPRA
PRIORITY ACTION WRITTEN
Dec 19, 2019 CPRA
ASSIGNED TO EXAMINER
Dec 11, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sep 18, 2019 NWOS
NEW APPLICATION ENTERED
Sep 12, 2019 NWAP