Trademarks
COMPLIANCEONE
- Serial number
- 77905321
- Registration number
- 3912983
- Filed
- 2010-01-05
- Registered
- 2011-02-01 · renewed 2021-02-01
- Status
- Registered and renewed (USPTO status code 800, 2021-06-24; as of the dataset)
- Classes
- 009, 035, 036, 041
- Elsewhere
- USPTO TSDR record (current status) ↗
- Source
- TRCFECO2, file of 2024-03-27
Goods and services
Computer software for processing mortgage, loan, deposit account, and retirement account applications; computer software that allows user to generate forms relating to loans, saving accounts, checking accounts, health savings accounts, certificates of deposit, and retirement accounts; Electronic database in the fields of documents and images can be viewed, copied, and printed for purposes of conducting financial transactions recorded on computer media; software that assists in compliance validation related to mortgages, loans, deposit accounts, and retirement accounts | Records management services, namely, providing a database for compiling, storing and accessing financial information; Audit support services, namely, review and analysis of a company's sales, as well as the preparation, organization and presentation of the documents and data requested by a government body, and advice on government regulatory processes, policies and strategy for the financial services industries | Financial management and financial consulting services, namely, compliance in the financial services industries; Compliance consulting services concerning financial requirements for the financial services industries; Providing a database for monitoring and generating reports on financial information for the financial services industries; Providing a web site that assists financial professionals in the management of retirement accounts; Providing a secured access database through which documents and images can be viewed, copied, and printed for purposes of conducting financial transactions | Training of others in the use of computer software for banking, loan and deposit transactions, compliance, disclosure and retirement plans and accounts, and for performing calculations related thereto; Training services in the field of financial management software; Educational services, namely, developing and conducting training courses and distribution of training materials in connection therewith for financial management software as requested by customers; Training services in the field of processing printed, electronic and computer-generated forms and documents used in the financial services industries
Owners
| Owner | Role | Entity | Place | Also on furp.org | Source |
|---|---|---|---|---|---|
| Wolters Kluwer Financial Services, Inc. | Original applicant, Owner at publication | Corporation | St. Cloud, MN | TRCFECO2, file of 2024-03-27 | |
| Wolters Kluwer Financial Services, Inc. | Original registrant | Corporation | ST. CLOUD, MN | TRCFECO2, file of 2024-03-27 |
Assignment history
No recorded assignments on file for this mark.
USPTO bulk data: the Trademark Case Files Dataset (TRCFECO2; the latest release, March 2024, runs through 2023) for marks, owners, classes and goods and services; the Trademark Assignment Dataset (TRASECO) for assignments. Marks filed in the last 20 years, plus older marks still registered. Status here is read from the dataset’s dates and status code; TSDR has the current status. Links to other records are by name (and state): EXACT means the identical full name and state; FUZZY means a looser name match, with the confidence shown.