Trademark/Service Mark Application, Principal Register
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
The mark consists of standard characters, without claim to any particular font style, size, or color.
REGISTER
Principal
APPLICANT INFORMATION
*OWNER OF MARK
SS&C Technologies, Inc.
*MAILING ADDRESS
80 Lamberton Road
*CITY
Windsor
*STATE
(Required for U.S. applicants)
Connecticut
*COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
*ZIP/POSTAL CODE
(Required for U.S. and certain international addresses)
06095
*EMAIL ADDRESS
XXXX
LEGAL ENTITY INFORMATION
TYPE
corporation
STATE/COUNTRY/REGION/JURISDICTION/U.S. TERRITORY OF INCORPORATION
Delaware
GOODS AND/OR SERVICES AND BASIS INFORMATION
INTERNATIONAL CLASS
042
*IDENTIFICATION
Software as a service (SAAS) featuring software for use with securities analysis, and tax assessment, analysis, compliance, reporting,
document production, and filing; Testing, analysis, and evaluation of tax to assure compliance with governing standards
FILING BASIS
SECTION 1(b)
ATTORNEY INFORMATION
NAME
D. Peter Harvey
ATTORNEY DOCKET NUMBER
1829.
ATTORNEY BAR MEMBERSHIP NUMBER
XXX
YEAR OF ADMISSION
XXXX
U.S. STATE/ COMMONWEALTH/ TERRITORY
XX
FIRM NAME
HARVEY & COMPANY
STREET
Four Embarcadero Center, 14th Floor
CITY
SAN FRANCISCO
STATE
California
COUNTRY/REGION/JURISDICTION/U.S. TERRITORY
United States
ZIP/POSTAL CODE
94111-4164
PHONE
415-926-7776
FAX
415-402-0058
EMAIL ADDRESS
trademarks@harvey.law
CORRESPONDENCE INFORMATION
NAME
D. Peter Harvey
PRIMARY EMAIL ADDRESS FOR CORRESPONDENCE
trademarks@harvey.law
SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES)
NOT PROVIDED
FEE INFORMATION
APPLICATION FILING OPTION
TEAS Standard
NUMBER OF CLASSES
1
APPLICATION FOR REGISTRATION PER CLASS
350
*TOTAL FEES DUE
350
*TOTAL FEES PAID
350
SIGNATURE INFORMATION
SIGNATURE
/Jason White/
SIGNATORY'S NAME
Jason White
SIGNATORY'S POSITION
Chief Executive Officer
SIGNATORY'S PHONE NUMBER
3474983505
DATE SIGNED
04/21/2022
SIGNATURE METHOD
Sent to third party for signature
PTO- 1478
Approved for use through 10/31/2024. OMB 0651-0009
U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE
Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number
Trademark/Service Mark Application, Principal Register
Serial Number:97380819
Filing Date:04/25/2022
To the Commissioner for Trademarks:
MARK: SS&C TAX BRIGHTLINE (Standard Characters, see mark)
The literal element of the mark consists of SS&C TAX BRIGHTLINE. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, SS&C Technologies, Inc., a corporation of Delaware, having an address of
80 Lamberton Road
Windsor, Connecticut 06095
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:
International Class 042: Software as a service (SAAS) featuring software for use with securities analysis, and tax assessment, analysis, compliance, reporting, document production, and filing;
Testing, analysis, and evaluation of tax to assure compliance with governing standards
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.
The owner's/holder's proposed attorney information: D. Peter Harvey. D. Peter Harvey of HARVEY & COMPANY, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, is
located at
Four Embarcadero Center, 14th Floor
SAN FRANCISCO, California 94111-4164
United States
415-926-7776(phone)
415-402-0058(fax)
trademarks@harvey.law
The docket/reference number is 1829..
D. Peter Harvey 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:
D. Peter Harvey
PRIMARY EMAIL FOR CORRESPONDENCE: trademarks@harvey.law 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 $350 has been submitted with the application, representing payment for 1 class(es).
Declaration
Declaration Signature
Signature: /Jason White/ Date: 04/21/2022
Signatory's Name: Jason White
Signatory's Position: Chief Executive Officer
Signatory's Phone Number: 3474983505
Signature method: Sent to third party for signature
Payment Sale Number: 97380819
Payment Accounting Date: 04/25/2022
Serial Number: 97380819
Internet Transmission Date: Mon Apr 25 22:12:40 ET 2022
TEAS Stamp: USPTO/BAS-XXXX:XXX:XXX:XXXX:XXXX:XXXX:XX
XX:XXXX-20220425221240530137-97380819-82
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