USUITE
LIVE

Serial Number

88901417

Owner

ULTIMUS FUND SOLUTIONS, LLC

Attorney

Francis John Ciaramella, Esquire

First Use Date

Oct 3, 2017

Filing Date

May 5, 2020

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USUITE Trademark

Serial Number: 88901417 • Registration: 6153395

USUITE is a trademark filed by ULTIMUS FUND SOLUTIONS, LLC on May 5, 2020. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

ULTIMUS FUND SOLUTIONS, LLC (20 trademarks)

Cincinnati, OH 45246

Entity Type: 16

Trademark Details

Filing Date

May 5, 2020

Registration Date

September 15, 2020

First Use Anywhere

October 3, 2017

First Use in Commerce

October 3, 2017

Published for Opposition

June 30, 2020

Goods & Services

Application service provider (ASP) featuring software for use automating shareholder work from Transfer Agency system to Fund Accounting System and performing full reconciliation, automating the end of the day 2nd source price verification process, automating report and data distribution to external parties, automating the corporate action reconciliation process through use of application programming interfaces (APIs) to perform a 2nd source reconciliation, automating the manual pricing process, automating the transaction posting process in Transfer Agency system, automating trade processing, interfacing for final ­net asset value (NAV) approval, and post trade compliance application; Software as a service (SAAS) services featuring software for use automating shareholder work from Transfer Agency system to Fund Accounting System and performing full reconciliation, automating the end of the day 2nd source price verification process, automating report and data distribution to external parties, automating the corporate action reconciliation process through use of application programming interfaces (APIs) to perform a 2nd source reconciliation, automating the manual pricing process, automating the transaction posting process in Transfer Agency system, automating trade processing, interfacing for final net asset value (NAV) approval, and post trade compliance application

Filing History

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 15, 2025 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Aug 4, 2025 ASCK
REGISTERED-PRINCIPAL REGISTER
Sep 15, 2020 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Jun 30, 2020 NPUB
PUBLISHED FOR OPPOSITION
Jun 30, 2020 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jun 10, 2020 NONP
APPROVED FOR PUB - PRINCIPAL REGISTER
May 27, 2020 CNSA
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
EXAMINERS AMENDMENT -WRITTEN
May 27, 2020 CNEA
ASSIGNED TO EXAMINER
May 21, 2020 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 15, 2020 NWOS
NEW APPLICATION ENTERED
May 8, 2020 NWAP