US US · App #75611784 · Reg #2628574
Owned by
PFM FA HOLDINGS, LLCApplication date
1998-12-23
Registration date
2002-10-01
Published date
2000-05-30
First use date
1998-12-15
Renewal date
2022-10-01
Expiry date
—
Kind of mark
Service
Mark feature
Combined
USPTO flags:Use-basedSec 8 acceptedIncontestable
NICE Classes
36Insurance & finance
Domestic Classes
Jurisdiction-specific classifications outside WIPO 1-45 (e.g. US old classes).
100101102
Current owners
Applicants
- Public Financial Management, Inc.
Previous owners
- Public Financial Management, Inc.
- Public Financial Management, Inc.
- Public Financial Management, Inc.
Correspondence
- [Mark D. Giarratana, Esq.] McCarter & English, LLP
Activity Summary
Oppositions
0
P 0 · D 0
Assignments
10
Security: 5
Renewals
3
Prosecution events
43
Renewals & Maintenance
| Kind | Effective date | Status |
|---|---|---|
| Earliest Filing Date | 2031-10-01 | — |
| Latest Filing Date Without Additional Fee | 2032-10-01 | — |
| Latest Filing Date With Additional Fee | 2033-04-01 | — |
Assignments & Security Interests
| Date | Conveyance | Assignor → Assignee | Type |
|---|---|---|---|
| 2021-12-07 | RELEASE BY SECURED PARTY | MANUFACTURER AND TRADERS TRUST COMPANY → PUBLIC FINANCIAL MANAGEMENT, INC. | Release |
| 2021-12-07 | SECURITY INTEREST | PFM FA HOLDINGS, LLC → MANUFACTURERS AND TRADERS TRUST COMPANY | Security |
| 2021-12-07 | ASSIGNS THE ENTIRE INTEREST | PFM I, LLC, PFM INVESTMENT, LLC, PUBLIC FINANCIAL MANAGEMENT, LLC, PFM ASSET MANAGEMENT LLC, PFM FINANCIAL SERVICES LLC, BONDRESOURCE PARTNERS, LP, BONDRESOURCE PARTNERS, LLC, PFM FUND DISTRIBUTORS, INC. → PFM FA HOLDINGS, LLC | Transfer |
| 2009-05-21 | SECURITY INTEREST | PUBLIC FINANCIAL MANAGEMENT, INC. → ICV/PFM CO-INVESTOR, LLC | Security |
| 2009-05-13 | CORRECTIVE ASSIGNMENT TO CORRECT THE CORRECTION OF ATTACHMENT 1 TO AGREEMENT (TRADEMARK) REFLECTING TRADEMARKS SUBJECT TO SECURITY INTEREST, PREVIOUSLY RECORDED ON REEL 003986 FRAME 0017. ASSIGNOR(S) HEREBY CONFIRMS THE INITIAL ASSIGNMENT INCLUDED INCORRECT ATTACHMENT 1 TO AGREEMENT (TRADEMARK) REFLECTING TRADEMARKS SUBJECT TO SECURITY INTEREST. | PUBLIC FINANCIAL MANAGEMENT, INC. → SUSQUEHANNA BANK, AS AGENT | Security |
| 2009-05-12 | SECURITY INTEREST | PUBLIC FINANCIAL MANAGEMENT, INC. → SUSQUEHANNA BANK, AS AGENT | Security |
| 2022-01-13 | RELEASE BY SECURED PARTY | MANUFACTURERS AND TRADERS TRUST COMPANY → PUBLIC FINANCIAL MANAGEMENT, INC. | Release |
| 2013-07-03 | SECURITY INTEREST | PUBLIC FINANCIAL MANAGEMENT, INC. → MANUFACTURERS AND TRADERS TRUST COMPANY | Security |
| 2013-07-02 | RELEASE BY SECURED PARTY | SUSQUEHANNA BANK → PUBLIC FINANCIAL MANAGEMENT, INC., PFM FINANCIAL SERVICES LLC, PFM ASSET MANAGEMENT LLC, BONDRESOURCE PARTNERS, LP | Release |
| 2013-07-02 | RELEASE BY SECURED PARTY | ICV/PFM CO-INVESTOR, LLC → PUBLIC FINANCIAL MANAGEMENT, INC., PFM FINANCIAL SERVICES LLC, PFM ASSET MANAGEMENT LLC, BONDRESOURCE PARTNERS, LP | Release |
History Timeline
43 events- 2023-10-26PHNOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED— Code :NA89 - Type: E
- 2023-10-26PHCASE ASSIGNED TO POST REGISTRATION PARALEGAL— Code :APRE - Type: A
- 2023-10-26PHREGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)— Code :RNL2 - Type: Q
- 2023-10-26PHREGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED— Code :89AG - Type: O
- 2023-10-26PHPOST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED— Code :PRAN - Type: O
- 2023-10-07PHPOST REGISTRATION ACTION MAILED - SEC. 8 & 9— Code :PR89 - Type: O
- 2023-10-06PHTEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED— Code :EROP - Type: I
- 2023-04-07PHPOST REGISTRATION ACTION MAILED - SEC. 8 & 9— Code :PR89 - Type: O
- 2023-04-07PHCASE ASSIGNED TO POST REGISTRATION PARALEGAL— Code :APRE - Type: A
- 2022-09-28PHTEAS SECTION 8 & 9 RECEIVED— Code :E89R - Type: I
- 2022-08-24PHAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED— Code :CHAN - Type: I
- 2022-08-24PHTEAS CHANGE OF CORRESPONDENCE RECEIVED— Code :TCCA - Type: I
- 2022-08-24PHATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED— Code :ARAA - Type: I
- 2022-08-24PHTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED— Code :REAP - Type: I
- 2022-08-24PHTEAS CHANGE OF OWNER ADDRESS RECEIVED— Code :COAR - Type: I
- 2022-01-19PHAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP— Code :ASGN - Type: I
- 2021-10-01PHCOURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED— Code :REM2 - Type: E
- 2012-09-29PHNOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED— Code :NA89 - Type: E
- 2012-09-29PHREGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)— Code :RNL1 - Type: Q
- 2012-09-29PHREGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED— Code :89AG - Type: O
- 2012-09-29PHCASE ASSIGNED TO POST REGISTRATION PARALEGAL— Code :APRE - Type: A
- 2012-09-18PHTEAS SECTION 8 & 9 RECEIVED— Code :E89R - Type: I
- 2009-06-03PHASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY— Code :ASCK - Type: I
- 2008-08-21PHREGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.— Code :C15A - Type: O
- 2008-08-21PHASSIGNED TO PARALEGAL— Code :PLGL - Type: A
- 2008-07-25PHTEAS SECTION 8 & 15 RECEIVED— Code :E815 - Type: I
- 2008-01-31PHCASE FILE IN TICRS— Code :CFIT - Type: O
- 2002-10-01PHREGISTERED-PRINCIPAL REGISTER— Code :R.PR - Type: A
- 2002-06-30PHALLOWED PRINCIPAL REGISTER - SOU ACCEPTED— Code :CNPR - Type: P
- 2002-05-21PHSTATEMENT OF USE PROCESSING COMPLETE— Code :SUPC - Type: I
- 2002-05-14PHPETITION TO REVIVE-GRANTED— Code :PETG - Type: O
- 2001-08-09PHUSE AMENDMENT FILED— Code :IUAF - Type: S
- 2001-07-30PHPETITION TO REVIVE-RECEIVED— Code :PETR - Type: I
- 2001-07-18PHABANDONMENT - NO USE STATEMENT FILED— Code :ABN6 - Type: S
- 2001-06-10PHSOU EXTENSION 1 GRANTED— Code :EX1G - Type: S
- 2001-02-22PHSOU EXTENSION 1 FILED— Code :EXT1 - Type: S
- 2000-08-22PHNOA MAILED - SOU REQUIRED FROM APPLICANT— Code :NOAM - Type: O
- 2000-05-30PHPUBLISHED FOR OPPOSITION— Code :PUBO - Type: A
- 2000-04-28PHNOTICE OF PUBLICATION— Code :NPUB - Type: O
- 2000-03-25PHAPPROVED FOR PUB - PRINCIPAL REGISTER— Code :CNSA - Type: P
- 2000-02-02PHCORRESPONDENCE RECEIVED IN LAW OFFICE— Code :CRFA - Type: I
- 1999-07-30PHNON-FINAL ACTION MAILED— Code :CNRT - Type: F
- 1999-07-14PHASSIGNED TO EXAMINER— Code :DOCK - Type: D