TEAS Plus New Application

PORTFOLIO PILOT

Access Softek, Inc.

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: 88867617
Filing Date: 04/10/020

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 table below presents the data as entered.

Input Field
Entered
TEAS Plus YES
MARK INFORMATION
*MARK PORTFOLIO PILOT
*STANDARD CHARACTERS YES
USPTO-GENERATED IMAGE YES
LITERAL ELEMENT PORTFOLIO PILOT
*MARK STATEMENT The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER Principal
APPLICANT INFORMATION
*OWNER OF MARK Access Softek, Inc.
*MAILING ADDRESS 727 Allston Way, Suite C
*CITY Berkeley
*STATE
(Required for U.S. applicants)
California
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
94710
PHONE 510-833-0582
*EMAIL ADDRESS XXXX
LEGAL ENTITY INFORMATION
*TYPE CORPORATION
* STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION California
GOODS AND/OR SERVICES AND BASIS INFORMATION
*INTERNATIONAL CLASS 009 
*IDENTIFICATION Downloadable computer programs and computer software for electronically trading securities
*FILING BASIS SECTION 1(b)
*INTERNATIONAL CLASS 036 
*IDENTIFICATION Investment management
*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)
 
CORRESPONDENCE INFORMATION
NAME Access Softek, Inc.
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE tkeppler@accesssoftek.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES) cdoner@accesssoftek.com; prehayem@accesssoftek.com
FEE INFORMATION
APPLICATION FILING OPTION TEAS Plus
NUMBER OF CLASSES 2
APPLICATION FOR REGISTRATION PER CLASS 225
*TOTAL FEES DUE 450
*TOTAL FEES PAID 450
SIGNATURE INFORMATION
* SIGNATURE /Philip Rehayem/
* SIGNATORY'S NAME Philip Rehayem
* SIGNATORY'S POSITION Implementation Manager
SIGNATORY'S PHONE NUMBER 510-898-7606
* DATE SIGNED 04/10/2020



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: 88867617
Filing Date: 04/10/020

To the Commissioner for Trademarks:

MARK: PORTFOLIO PILOT (Standard Characters, see mark)
The literal element of the mark consists of PORTFOLIO PILOT. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, Access Softek, Inc., a corporation of California, having an address of
      727 Allston Way, Suite C
      Berkeley, California 94710
      United States
      510-833-0582(phone)
      XXXX

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 009:  Downloadable computer programs and computer software for electronically trading securities
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)).

For specific filing basis information for each item, you must view the display within the Input Table.
International Class 036:  Investment management
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's current Correspondence Information:
      Access Softek, Inc.
       PRIMARY EMAIL FOR CORRESPONDENCE: tkeppler@accesssoftek.com
       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): cdoner@accesssoftek.com; prehayem@accesssoftek.com


Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).
A fee payment in the amount of $450 has been submitted with the application, representing payment for 2 class(es).

Declaration

Declaration Signature

Signature: /Philip Rehayem/   Date: 04/10/2020
Signatory's Name: Philip Rehayem
Signatory's Position: Implementation Manager
Signatory's Phone Number: 510-898-7606
Payment Sale Number: 88867617
Payment Accounting Date: 04/10/2020

Serial Number: 88867617
Internet Transmission Date: Fri Apr 10 14:42:20 ET 2020
TEAS Stamp: USPTO/FTK-XX.XXX.XXX.XXX-202004101442202
90600-88867617-710d1e7df2e202ce8a52de0d9
1fc30ea1df34e2b306e23a7b04bb1851287cd596
2-CC-42180743-20200410141633672135

TEAS Plus New Application [image/jpeg]


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