FINZLY

Serial Number 88608847
Registration 6172737
700

Registration Progress

Application Filed
Sep 9, 2019
Under Examination
Approved for Publication
Jul 28, 2020
Published for Opposition
Jul 28, 2020
Registered
Oct 13, 2020

Attorney Assistance

Section 8 (6-Year) Declaration Due (Based on registration date 2020-10-13)
Due: Oct 13, 2026 353 days

Trademark Image

FINZLY

Basic Information

Serial Number
88608847
Registration Number
6172737
Filing Date
September 9, 2019
Registration Date
October 13, 2020
Published for Opposition
July 28, 2020
Drawing Code
4

Status Summary

Current Status
Active
Status Code
700
Status Date
Oct 13, 2020
Registration
Registered
Classes
009 042

Rights Holder

FINZLY, INC.

03
Address
10130 PERIMETER PARKWAY, SUITE 200
CHARLOTTE, NC 28216

Ownership History

SwapsTech Incorporated

Original Applicant
03
Charlotte, NC

SwapsTech Incorporated

Owner at Publication
03
Charlotte, NC

SwapsTech Incorporated

Original Registrant
03
Charlotte, NC

FINZLY, INC.

New Owner After Registration #1
03
CHARLOTTE, NC

Legal Representation

Attorney
Meredith K Lowry

USPTO Deadlines

Next Deadline
353 days remaining
Section 8 (6-Year) Declaration Due (Based on registration date 2020-10-13)
Due Date
October 13, 2026
Grace Period Ends
April 13, 2027
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

23 events
Date Code Type Description Documents
Oct 22, 2025 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Sep 3, 2025 WOAG I WITHDRAWAL OF ATTORNEY GRANTED Loading...
Sep 3, 2025 WOAR I TEAS WITHDRAWAL OF ATTORNEY RECEIVED Loading...
Jun 1, 2022 ASGN I AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP Loading...
May 10, 2022 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
May 10, 2022 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
May 10, 2022 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Oct 13, 2020 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Jul 28, 2020 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Jul 28, 2020 PUBO A PUBLISHED FOR OPPOSITION Loading...
Jul 8, 2020 NONP E NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Loading...
Jun 22, 2020 ALIE A ASSIGNED TO LIE Loading...
Jun 19, 2020 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Jun 16, 2020 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Jun 16, 2020 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Jun 16, 2020 GNEA O EXAMINERS AMENDMENT E-MAILED Loading...
Jun 16, 2020 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Dec 19, 2019 GPRN O NOTIFICATION OF PRIORITY ACTION E-MAILED Loading...
Dec 19, 2019 GPRA F PRIORITY ACTION E-MAILED Loading...
Dec 19, 2019 CPRA R PRIORITY ACTION WRITTEN Loading...
Dec 11, 2019 DOCK D ASSIGNED TO EXAMINER Loading...
Sep 18, 2019 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
Sep 12, 2019 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 009
downloadable computer application software for mobile phones, namely, software for processing, managing, surveilling, and monitoring financial transactions; downloadable computer application software for mobile phones, namely, software for processing, managing, surveilling, and monitoring financial transactions for managing and monitoring financial settlements, payments, and cash transfers; downloadable computer application software for mobile phones, namely, software for monitoring risk and financial profit and loss for the purpose of assessing compliance with financial regulations; downloadable computer application software for mobile phones, namely, software for processing and reporting financial transactions for accounting and auditing purposes; downloadable computer application software for mobile phones, namely, software for interfacing with the third-party systems of external trading venues, vendors, and currency exchange market participants to receive financial market information; downloadable computer programs for processing data for derivative exchanges and Over the County trading platforms; Downloadable computer software for providing an on-line database in the field of transaction processing to upload transactional data, provide statistical analysis, and produce notifications and reports; downloadable computer software for use in customer relationship management (CRM); downloadable computer software for enabling computers to deploy parallel applications and perform parallel computations
First Use Anywhere: Jun 1, 2019
First Use in Commerce: Sep 1, 2019
Class 042
Cloud computing featuring software for financial consulting for users conducting financial instrument transactions and foreign exchange trading over an electronic communications network; Cloud computing featuring software for managing financial portfolios; Cloud computing featuring software for planning, organizing, and supervising financial and business operations; Cloud computing featuring software for managing financial risk; Providing a website featuring on-line non-downloadable software that enables users to access and trade foreign currencies, options, futures, and commodities for others; Computer services, namely, integration of private and public cloud computing environments; Consulting services in the field of cloud computing; computer network design and computer software design for others for the purposes of execution, risk management, and reporting of financial transactions; computer programming services; computer programming consultancy; hosting of websites which provide on-line information and data storage; Technical support services, namely, remote and on-site infrastructure management services for monitoring, administration and management of public and private cloud computing IT and application systems
First Use Anywhere: Jun 1, 2019
First Use in Commerce: Sep 1, 2019

Classification

International Classes
009 042