Serial Number
97226604
Owner
Banker's Toolbox, Inc.Attorney
Gina Durham, Esq.First Use Date
Jan 6, 1998
Filing Date
Jan 19, 2022
SAGEWORKS Trademark
Serial Number: 97226604 • Registration: 7185960
Trademark Classes
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
Class 45 - Legal & Security Services
Legal services; security services for the protection of property and individuals
Class 35 - Advertising & Business
Advertising; business management; business administration; office functions
Owner Contact Info
Legal Representation
Correspondence Address
Gina Durham, Esq. DLA Piper LLP (US)
555 Mission Street, Suite 2400
DLA Piper LLP (US)
San Francisco, CA 94105-2933
United States
Trademark Details
Filing Date
January 19, 2022
Registration Date
October 10, 2023
First Use Anywhere
January 6, 1998
First Use in Commerce
January 6, 1998
Published for Opposition
March 21, 2023
Goods & Services
Advisory and consulting services in the fields of business enterprise risk management; all in the field of lending and credit risk
Advisory and consulting services in the field of CECL compliance
Providing temporary use of online non-downloadable computer software for lending automation and enabling lending compliance; providing temporary use of online non-downloadable computer software for accounting analysis, namely, financial health analysis in the nature of assessing the profitability, cash flow, liquidity and leverage of a company, financial performance benchmarking, financial forecasting, company valuation, and credit analysis; providing temporary use of online non-downloadable computer software for risk analysis and providing information on risk reduction; providing temporary use of online non-downloadable communications software to allow customers to access bank account information and transact bank business; providing temporary use of non-downloadable software for customer relationship management; all provided to banks, lenders, business consulting firms, and financial institutions and all in the field of lending and credit risk
Lending consultant services; advisory and consulting services in the field of portfolio risk; all in the field of lending and credit risk
