TrademarkDir
MODELTOOL(K)IT
LIVE

Serial Number

86292371

Owner

Matrix Financial Solutions, Inc.

Attorney

Daniel I. Schloss

First Use Date

Aug 18, 2014

Filing Date

May 27, 2014

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MODELTOOL(K)IT Trademark

Serial Number: 86292371 • Registration: 4814005

MODELTOOL(K)IT is a trademark filed by Matrix Financial Solutions, Inc. on May 27, 2014. The trademark is classified under Class 36 (Insurance & Financial), Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

Matrix Financial Solutions, Inc. (9 trademarks)

Suite 300
Denver, CO 80202

Entity Type: 03

Trademark Details

Filing Date

May 27, 2014

Registration Date

September 15, 2015

First Use Anywhere

August 18, 2014

First Use in Commerce

August 18, 2014

Published for Opposition

February 17, 2015

Goods & Services

Providing temporary use of non-downloadable software for use by financial professionals to create and manage retirement accounts and portfolios

Financial services, namely, providing financial information to assist financial professionals in the creation and management of retirement accounts and portfolios

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Dec 20, 2025 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Dec 20, 2025 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Dec 20, 2025 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 20, 2025 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 15, 2025 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Sep 15, 2024 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Dec 14, 2021 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 14, 2021 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 14, 2021 APRE
TEAS SECTION 8 & 15 RECEIVED
Sep 14, 2021 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 15, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Sep 15, 2015 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Aug 11, 2015 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Aug 8, 2015 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 3, 2015 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 3, 2015 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 27, 2015 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
May 19, 2015 GNRN
NON-FINAL ACTION E-MAILED
May 19, 2015 GNRT
SU - NON-FINAL ACTION - WRITTEN
May 19, 2015 CNRT
STATEMENT OF USE PROCESSING COMPLETE
May 18, 2015 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
May 15, 2015 AITU
USE AMENDMENT FILED
Apr 15, 2015 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 15, 2015 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Apr 14, 2015 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Feb 17, 2015 NPUB
PUBLISHED FOR OPPOSITION
Feb 17, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jan 28, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jan 10, 2015 PREV
ASSIGNED TO LIE
Jan 10, 2015 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Dec 18, 2014 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Dec 3, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Dec 2, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Dec 2, 2014 TROA
NOTIFICATION OF PRIORITY ACTION E-MAILED
Sep 17, 2014 GPRN
PRIORITY ACTION E-MAILED
Sep 17, 2014 GPRA
PRIORITY ACTION WRITTEN
Sep 17, 2014 CPRA
ASSIGNED TO EXAMINER
Sep 9, 2014 DOCK
NOTICE OF PSEUDO MARK E-MAILED
Jun 10, 2014 MPMK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 9, 2014 NWOS
NEW APPLICATION ENTERED
May 30, 2014 NWAP

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