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:88927887
Filing Date:05/21/020
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 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
INTERNAL ADDRESS
SUITE 135
*MAILING ADDRESS
1000 CHESTERBROOK BLVD.
*CITY
BERWYN
*STATE
(Required for U.S. applicants)
Pennsylvania
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
19312
*EMAIL ADDRESS
XXXX
WEBSITE ADDRESS
http://fid-x.com/
LEGAL ENTITY INFORMATION
*TYPE
LIMITED LIABILITY COMPANY
* STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY WHERE LEGALLY ORGANIZED
Delaware
GOODS AND/OR SERVICES AND BASIS INFORMATION
*INTERNATIONAL CLASS
036
*IDENTIFICATION
Brokerage in the field of insurance, credit, and financial trusts; Financial services, namely, providing an investment option available
for variable annuity and variable life insurance products; Trust services, namely, investment and trust company services; Arranging and provision of credit, loans, insurance, currency exchange and
travellers cheques; Financial trust administration; Financial trust operations; Financial trust planning
*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
9033/0010TUS
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/REGION/JURISDICTION/U.S. TERRITORY
United States
ZIP/POSTAL CODE
20198
PHONE
540-270-4021
FAX
5402423993
EMAIL ADDRESS
mlattig@charterip.com
CORRESPONDENCE INFORMATION
NAME
Matthew J Lattig
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE
mlattig@charterip.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES)
NOT PROVIDED
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Plus
NUMBER OF CLASSES
1
APPLICATION FOR REGISTRATION PER CLASS
225
*TOTAL FEES DUE
225
*TOTAL FEES 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
05/21/2020
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:88927887
Filing Date:05/21/020
To the Commissioner for Trademarks:
MARK: FIDX PROTECTION INTELLIGENCE (Standard Characters, see mark)
The literal element of the mark consists of FIDX PROTECTION INTELLIGENCE. 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
SUITE 135
1000 CHESTERBROOK BLVD.
BERWYN, Pennsylvania 19312
United States
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 036: Brokerage in the field of insurance, credit, and financial trusts; Financial services, namely, providing an investment option available for variable annuity and
variable life insurance products; Trust services, namely, investment and trust company services; Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques;
Financial trust administration; Financial trust operations; Financial trust planning
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 informational purposes only, applicant's website address is: http://fid-x.com/
The owner's/holder's proposed attorney information: 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, is
located at
PO BOX 64
THE PLAINS, Virginia 20198
United States
540-270-4021(phone)
5402423993(fax)
mlattig@charterip.com
The docket/reference number is 9033/0010TUS.
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
PRIMARY EMAIL FOR CORRESPONDENCE: mlattig@charterip.com
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT PROVIDED
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 $225 has been submitted with the application, representing payment for 1 class(es).
Declaration
Declaration Signature
Signature: /Matthew J Lattig/ Date: 05/21/2020
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: 88927887
Payment Accounting Date: 05/21/2020
Serial Number: 88927887
Internet Transmission Date: Thu May 21 17:15:50 ET 2020
TEAS Stamp: USPTO/FTK-XXXX:XXXX:XXXX:XXXX:XXXX:XXXX:
XXXX:XXXX-20200521171550112364-88927887-
710b43a69f82df489e9d0d632b7b2e52c682398b
24f85ff343ab31059c64ea9bb-CC-15483558-20
200521171431618657