PROMONTORY
LIVE

Serial Number

86928056

Owner

International Business Machines Corp

Attorney

Valerie Calloway

First Use Date

Dec 31, 2010

Filing Date

Mar 3, 2016

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PROMONTORY Trademark

Serial Number: 86928056 • Registration: 5261970

PROMONTORY is a trademark filed by International Business Machines Corp on March 3, 2016. The trademark is classified under Class 9 (Computers & Electronics), Class 36 (Insurance & Financial), Class 41 (Education & Entertainment), Class 42 (Computer & Scientific), Class 45 (Legal & Security Services), Class 16 (Paper Goods), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

International Business Machines Corp (20 trademarks)

Intellectual Property - Trademarks
Armonk, NY 10504

Entity Type: 03

Promontory Mark, LLC (47 trademarks)

Suite 617
Washington, DC 20004

Entity Type: 16

Trademark Details

Filing Date

March 3, 2016

Registration Date

August 8, 2017

First Use Anywhere

December 31, 2010

First Use in Commerce

December 31, 2010

Published for Opposition

September 27, 2016

Goods & Services

[ Providing a website featuring blogs and non-downloadable publications in the nature of articles, brochures and white papers in the field of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators ]

[ Computer software platform for the management and administration of mortgage loans and mortgage loan portfolios for mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; downloadable podcasts in the field of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; downloadable webcasts, webinars, and news in the field of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; providing electronic downloadable publications featuring topics in the area of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; ] electronic, downloadable reports and written articles featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas; electronic downloadable newsletters and bulletins featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas

[ Printed materials featuring topics in the area of mortgage loans and mortgage loan portfolio management and other topics of interest to mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators; printed materials, namely, brochures, reports, bulletins, written articles, information sheets and speeches featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas; printed publications, namely, newsletters and bulletins featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas; printed periodicals featuring topics in the areas of financial risks, compliance, management, efficiency liquidity, capital, strategic planning and governance, financial services, business consulting and other business, financial and regulatory topics of interest to companies and personnel in the financial services, business strategy, risk management and regulatory compliance areas ]

[ Mortgage compliance consulting services concerning financial requirements for mortgages for mortgage lenders and servicers and mortgage brokers; mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; financial services, namely, the purchase of residential mortgages on behalf of others; providing post-compliance financial reviews for the mortgage industry; providing financial services with respect to mortgages and other financial instruments and products; financial services, namely, designing and structuring of mortgages for investment by others; financial services, namely, loss mitigation services for under- or non-performing mortgage loans; investment consultation in the field of mortgage loans; providing strategic financial advisory services regarding the placement of mortgage servicing rights and mortgage servicing rights services ]

[ Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; business services, namely, structuring and negotiating mortgage transactions for others with the government sponsored enterprises and other housing related federal agencies ]

[ Mortgage compliance consulting services concerning mortgage-related laws, regulations and best practices for mortgage lenders and servicers and mortgage brokers; ] fiduciary compliance consulting, namely, consulting in the field of federal securities regulations governing investment advisory activities; regulatory compliance consulting services, namely, consulting on standards and practices to assure compliance with laws and regulations; regulatory compliance services, namely, reviewing standards and practices to identify and assess compliance-related risks with respect to laws and regulations

[ Providing quality control services for the mortgage industry; software as a service (SAAS) for the management and administration of mortgage loans and mortgage loan portfolios for mortgage applicants and borrowers, financial analysts, systems analysts, investment bankers, back office end-users, accountants, market analysts, mortgage processing specialists, structured finance specialists, mortgage underwriters and mortgage loan originators ]

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Aug 18, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 18, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Aug 18, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Aug 18, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Aug 18, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Aug 18, 2025 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Feb 7, 2024 NA85
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 7, 2024 C15P
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 23, 2024 APRE
TEAS SECTION 8 & 15 RECEIVED
Jul 30, 2023 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 8, 2022 REM1
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 11, 2020 ASGN
REGISTERED-PRINCIPAL REGISTER
Aug 8, 2017 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Jul 4, 2017 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 1, 2017 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Jun 19, 2017 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Jun 19, 2017 AITU
USE AMENDMENT FILED
May 19, 2017 IUAF
TEAS STATEMENT OF USE RECEIVED
May 19, 2017 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Nov 22, 2016 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 27, 2016 NPUB
PUBLISHED FOR OPPOSITION
Sep 27, 2016 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 7, 2016 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Aug 24, 2016 PREV
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 22, 2016 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 22, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 22, 2016 CRFA
ASSIGNED TO LIE
Aug 22, 2016 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 11, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jun 16, 2016 GNRN
NON-FINAL ACTION E-MAILED
Jun 16, 2016 GNRT
NON-FINAL ACTION WRITTEN
Jun 16, 2016 CNRT
ASSIGNED TO EXAMINER
Jun 16, 2016 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 10, 2016 NWOS
NEW APPLICATION ENTERED
Mar 7, 2016 NWAP