TrademarkDir
INDATA IPM PORTFOLIO ARCHITECT AI
LIVE

Serial Number

87846824

Owner

INDATA SERVICES CO., LLC

Attorney

Edward M. Weisz

First Use Date

Apr 1, 2018

Filing Date

Mar 23, 2018

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INDATA IPM PORTFOLIO ARCHITECT AI Trademark

Serial Number: 87846824 • Registration: 6091468

INDATA IPM PORTFOLIO ARCHITECT AI is a trademark filed by INDATA SERVICES CO., LLC on March 23, 2018. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

INDATA SERVICES CO., LLC (5 trademarks)

Coral Gables, FL 33143

Entity Type: 16

Trademark Details

Filing Date

March 23, 2018

Registration Date

June 30, 2020

First Use Anywhere

April 1, 2018

First Use in Commerce

April 1, 2018

Published for Opposition

February 19, 2019

Goods & Services

Financial services, namely, monitoring of portfolio performance for institutional investors and others

Application service provider (ASP) featuring software for use in securities investment research, monitoring and management; Providing on-line non-downloadable computer software for money management, monitoring of portfolio performance, and/or securities trading management, all for use by financial institutions

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jun 30, 2025 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 21, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 21, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 21, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 21, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 21, 2020 COAR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Dec 15, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 15, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 15, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 15, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Dec 15, 2020 COAR
REGISTERED-PRINCIPAL REGISTER
Jun 30, 2020 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 28, 2020 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 27, 2020 CNPR
EXAMINER'S AMENDMENT ENTERED
May 27, 2020 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 27, 2020 GNEN
EXAMINERS AMENDMENT E-MAILED
May 27, 2020 GNEA
SU-EXAMINER'S AMENDMENT WRITTEN
May 27, 2020 SNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Apr 27, 2020 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Apr 27, 2020 CRFA
ASSIGNED TO LIE
Apr 27, 2020 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Apr 22, 2020 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 3, 2019 GNRN
NON-FINAL ACTION E-MAILED
Dec 3, 2019 GNRT
SU - NON-FINAL ACTION - WRITTEN
Dec 3, 2019 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Oct 31, 2019 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Oct 31, 2019 AITU
USE AMENDMENT FILED
Oct 16, 2019 IUAF
TEAS STATEMENT OF USE RECEIVED
Oct 16, 2019 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 16, 2019 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 19, 2019 NPUB
PUBLISHED FOR OPPOSITION
Feb 19, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 30, 2019 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
Jan 3, 2019 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 19, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 18, 2018 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 18, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 16, 2018 GNRN
NON-FINAL ACTION E-MAILED
Jul 16, 2018 GNRT
NON-FINAL ACTION WRITTEN
Jul 16, 2018 CNRT
ASSIGNED TO EXAMINER
Jul 9, 2018 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 30, 2018 NWOS
NEW APPLICATION ENTERED
Mar 27, 2018 NWAP

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