Trademark/Service Mark Application, Principal Register
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
TEAS Plus Application
Serial Number:88592751
Filing Date:08/26/2019
NOTE: Data fields with the * are mandatory under TEAS Plus. The wording "(if applicable)" appears where the field is only mandatory under the facts of the particular
application.
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
FIDUCIARY EXCHANGE, LLC
DBA/AKA/TA/FORMERLY
DBA FIDx
*STREET
1000 CHESTERBROOK BLVD.
*CITY
BERWIN
*STATE
(Required for U.S. applicants)
Pennsylvania
*COUNTRY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
19312
LEGAL ENTITY INFORMATION
*TYPE
LIMITED LIABILITY COMPANY
* STATE/COUNTRY WHERE LEGALLY ORGANIZED
Delaware
GOODS AND/OR SERVICES AND BASIS INFORMATION
*INTERNATIONAL CLASS
036
*IDENTIFICATION
Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
*FILING BASIS
SECTION 1(b)
ADDITIONAL STATEMENTS INFORMATION
*TRANSLATION
(if applicable)
*TRANSLITERATION
(if applicable)
*CLAIMED PRIOR REGISTRATION
(if applicable)
*CONSENT (NAME/LIKENESS)
(if applicable)
*CONCURRENT USE CLAIM
(if applicable)
ATTORNEY INFORMATION
NAME
Matthew J Lattig
ATTORNEY DOCKET NUMBER
9033/0006TUS
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
CHARTER IP LLC
STREET
PO BOX 64
CITY
The Plains
STATE
Virginia
COUNTRY
United States
ZIP/POSTAL CODE
20198
PHONE
540-270-4021
FAX
5402423993
EMAIL ADDRESS
mailroom@charterip.com
AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
OTHER APPOINTED ATTORNEY
Matthew J Lattig
CORRESPONDENCE INFORMATION
*NAME
Matthew J Lattig
FIRM NAME
CHARTER IP LLC
*STREET
PO BOX 64
*CITY
The Plains
*STATE
(Required for U.S. addresses)
Virginia
*COUNTRY
United States
*ZIP/POSTAL CODE
20198
PHONE
540-270-4021
FAX
5402423993
*EMAIL ADDRESS
mailroom@charterip.com
*AUTHORIZED TO COMMUNICATE VIA EMAIL
Yes
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Plus
NUMBER OF CLASSES
1
FEE PER CLASS
225
*TOTAL FEE PAID
225
SIGNATURE INFORMATION
* SIGNATURE
/Matthew J Lattig/
* SIGNATORY'S NAME
Matthew J Lattig
* SIGNATORY'S POSITION
Attorney of record, NJ bar member
SIGNATORY'S PHONE NUMBER
540-270-4021
* DATE SIGNED
08/26/2019
Under the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless it displays a valid OMB control number.
PTO Form 1478 (Rev 09/2006)
OMB No. 0651-0009 (Exp 02/28/2021)
Trademark/Service Mark Application, Principal Register
TEAS Plus Application
Serial Number:88592751
Filing Date:08/26/2019
To the Commissioner for Trademarks:
MARK: AX (Standard Characters, see mark)
The literal element of the mark consists of AX. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, FIDUCIARY EXCHANGE, LLC, DBA FIDx, a limited liability company legally organized under the laws of Delaware, having an address of
1000 CHESTERBROOK BLVD.
BERWIN, Pennsylvania 19312
United States
requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C.
Section 1051 et seq.), as amended, for the following:
For specific filing basis information for each item, you must view the display within the Input Table.
International Class 036: Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services. (15 U.S.C. Section 1051(b)).
The applicant hereby appoints Matthew J Lattig. Other appointed attorneys are Matthew J Lattig. Matthew J Lattig of CHARTER IP LLC, is a member of the XX bar, admitted to the bar in XXXX, bar
membership no. XXX, and the attorney(s) is located at
PO BOX 64
The Plains, Virginia 20198
United States
540-270-4021(phone)
5402423993(fax)
mailroom@charterip.com (authorized).
The attorney docket/reference number is 9033/0006TUS.
Matthew J Lattig submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S.
Commonwealth or territory.
The applicant's current Correspondence Information:
Matthew J Lattig
CHARTER IP LLC
PO BOX 64
The Plains, Virginia 20198
540-270-4021(phone)
5402423993(fax)
mailroom@charterip.com (authorized).
Email Authorization: I authorize the USPTO to send email correspondence concerning the application to the applicant or the applicant's attorney, or the applicant's domestic representative at
the email address provided in this application. I understand that a valid email address must be maintained and that the applicant or the applicant's attorney must file the relevant subsequent
application-related submissions via the Trademark Electronic Application System (TEAS). Failure to do so will result in the loss of TEAS Plus status and a requirement to submit an additional
processing fee of $125 per international class of goods/services.
A fee payment in the amount of $225 has been submitted with the application, representing payment for 1 class(es).
Declaration
Declaration Signature
Signature: /Matthew J Lattig/ Date: 08/26/2019
Signatory's Name: Matthew J Lattig
Signatory's Position: Attorney of record, NJ bar member
Signatory's Phone Number: 540-270-4021
Payment Sale Number: 88592751
Payment Accounting Date: 08/26/2019
Serial Number: 88592751
Internet Transmission Date: Mon Aug 26 14:31:00 EDT 2019
TEAS Stamp: USPTO/FTK-XX.XX.XXX.XXX-2019082614310075
7434-88592751-610e50fcef41c478444fd25589
d9fe2768fa4dc49b8393429f5c73dd91a9997-CC
-30593787-20190826142902341936