INVESTMENT PROVIDER XCHANGE
LIVE

Serial Number

90366723

Owner

FPS Services, LLC

Attorney

Erica L. Tritt

First Use Date

Apr 26, 2022

Filing Date

Dec 8, 2020

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INVESTMENT PROVIDER XCHANGE Trademark

Serial Number: 90366723 • Registration: 6761668

INVESTMENT PROVIDER XCHANGE is a trademark filed by FPS Services, LLC on December 8, 2020. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

FPS Services, LLC (6 trademarks)

Centennial, CO 80112

Entity Type: 16

CONGRUENT SOLUTIONS, INC. (5 trademarks)

1500 DISTRICT AVENUE
BURLINGTON, MA 01803

Entity Type: 03

Trademark Details

Filing Date

December 8, 2020

Registration Date

June 14, 2022

First Use Anywhere

April 26, 2022

First Use in Commerce

April 26, 2022

Published for Opposition

September 14, 2021

Goods & Services

Administration of employee benefit plans concerning insurance and finance; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Financial administration of retirement plans; Financial trust administration; Financial trust operations; Individual retirement account services; Online, real-time tax payment processing, tax payment financial management, and tax payment financial analysis services; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Tax payment processing services; Trust services, namely, investment and trust company services

Platform as a service (PAAS) featuring computer software platforms for use by retirement industry service providers for trust accounting and financial transaction processing, administration and recordkeeping; customizing computer software; technical support services, namely, troubleshooting of computer software problems

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 7, 2025 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 6, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
May 6, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 6, 2025 REAP
NOTICE OF REGISTRATION CONFIRMATION EMAILED
Jun 14, 2022 NRCC
REGISTERED-PRINCIPAL REGISTER
Jun 14, 2022 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
May 10, 2022 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 8, 2022 CNPR
STATEMENT OF USE PROCESSING COMPLETE
May 6, 2022 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 5, 2022 AITU
USE AMENDMENT FILED
Apr 26, 2022 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 26, 2022 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 9, 2021 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 14, 2021 NPUB
PUBLISHED FOR OPPOSITION
Sep 14, 2021 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Aug 26, 2021 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Aug 12, 2021 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 12, 2021 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 16, 2021 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 16, 2021 CRFA
ASSIGNED TO LIE
Jul 14, 2021 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jun 10, 2021 TROA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 4, 2021 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jun 4, 2021 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jun 4, 2021 REAP
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 4, 2021 GNRN
NON-FINAL ACTION E-MAILED
Jun 4, 2021 GNRT
NON-FINAL ACTION WRITTEN
Jun 4, 2021 CNRT
ASSIGNED TO EXAMINER
May 27, 2021 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Feb 13, 2021 NWOS
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 14, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Dec 14, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Dec 14, 2020 REAP
NEW APPLICATION ENTERED
Dec 11, 2020 NWAP