FUNDKEEPER Trademark

Serial Number: 86856025 • Registration: 5017247

FUNDKEEPER is a trademark filed by ENVISION FINANCIAL SYSTEMS, INC. on December 21, 2015. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Trademark Classes

Class 9 - Computers & Electronics

Scientific, nautical, surveying, photographic, cinematographic, optical apparatus and instruments

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Class 42 - Computer & Scientific

Scientific and technological services; industrial analysis and research services

Owner Contact Info

ENVISION FINANCIAL SYSTEMS, INC. (6 trademarks)

15661 Red Hill Avenue, Suite # 150
Tustin, CA 92870

Entity Type: 03

Cerebus LLC

Suite 1800
Costa Mesa, CA 92626

Entity Type: 16

Legal Representation

Correspondence Address

ENVISION FINANCIAL SYSTEMS, INC.

650 Town Center Drive

Suite 1800

Costa Mesa, CA 92626

United States

Trademark Details

Filing Date

December 21, 2015

Registration Date

August 9, 2016

First Use Anywhere

November 1, 2015

First Use in Commerce

November 1, 2015

Published for Opposition

May 24, 2016

Goods & Services

Computer software and documentation distributed therewith used by brokerage firms, RIAs, trust departments and other financial intermediaries for mutual fund subaccounting and sub-transfer agency functions

Computer services, namely, customizing, designing and programming mutual fund subaccounting and sub transfer agent systems for others

Back office mutual fund operations and security settlement for brokerage firms, RIAs, trust departments and other financial intermediaries