Who owns the FUNDKEEPER trademark?

The FUNDKEEPER trademark is owned by ENVISION FINANCIAL SYSTEMS, INC..

What is the serial number for FUNDKEEPER?

The USPTO serial number for FUNDKEEPER is 86856025.

What is the registration number for FUNDKEEPER?

FUNDKEEPER is registered under USPTO registration number 5017247.

FUN

USPTO Trademark Record

REGISTERED

FUNDKEEPER

Q: What class is the FUNDKEEPER trademark registered in?

The FUNDKEEPER trademark is registered in Class 009 (Electronics, software & scientific instruments), Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

SN 86856025·Reg 5017247·Filed Dec 21, 2015

Owner ENVISION FINANCIAL SYSTEMS, INC.

Scientific, research, navigation, surveying, photographic, cinematographic, audiovisual, optical, weighing, measuring, signalling, detecting, testing, inspecting, life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling the distribution or use of electricity; apparatus and instruments for recording, transmitting, reproducing or processing sound, images or data; recorded and downloadable multimedia files, computer software, blank digital or analogue recording and storage media; mechanisms for coin-operated apparatus; cash registers, calculating devices; computers and computer peripheral devices; diving suits, divers' masks, ear plugs for divers, nose clips for divers, gloves for divers, breathing apparatus for underwater swimming; fire-extinguishing apparatus.; Financial, monetary and banking services; insurance services; real estate services.; Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

FUNDKEEPER (Serial No. 86856025), Registration No. 5017247, is a registered US trademark filed on Dec 21, 2015 by ENVISION FINANCIAL SYSTEMS, INC.. This trademark covers Class 009 (Electronics, software & scientific instruments), Class 036 (Insurance, financial & real estate services), Class 042 (Scientific, technology & SaaS services).

Section 8/9 declaration window: August 11, 2036

Mark Intelligence

FUNDKEEPER (Reg. #5017247) is a registered US trademark that has been protecting its owner, ENVISION FINANCIAL SYSTEMS, INC., since 2015. The mark covers Class 009 (Electronics, software & scientific instruments), Class 036 (Insurance, financial & real estate services) and Class 042 (Scientific, technology & SaaS services) respectively. Goods and services include Scientific, research, navigation, surveying, photographic, cinematographic, audiovisual, optical, weighing, measuring, s.... The mark faced 1 opposition proceeding during prosecution.

FILED

Dec 21, 2015

SERIAL

86856025

REG#

5017247

REGISTERED

Aug 09, 2016

Owner

Applicant

ENVISION FINANCIAL SYSTEMS, INC.

Entity

Corporation

State

Address

650 TOWN CENTER DRIVE, SUITE 1800, COSTA MESA, CA, 92626

Country

Attorney

Law firm

ENVISION FINANCIAL SYSTEMS, INC.

Address

650 Town Center Drive, Suite 1800, Costa Mesa, CA 92626, United States

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Filing Information

StatusREGISTERED

Filing DateDec 21, 2015

Serial Number86856025

Registration No.5017247

Registration DateAug 09, 2016

Status DateDec 11, 2025

Published for OppositionMay 24, 2016

Next RenewalAugust 11, 2036

Mark TypeStandard characters

Status DescriptionLive and registered, renewed

Filing Signals

FILED

2015

YEARS AGO

11y

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 009Electronics, software & scientific instruments

US codes: 021, 023, 026, 036, 038

First use anywhere: Nov 01, 2015

First use in commerce: Nov 01, 2015

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Nov 01, 2015

First use in commerce: Nov 01, 2015

Financial, monetary and banking services; insurance services; real estate services.

Class 042Scientific, technology & SaaS services

US codes: 100, 101

First use anywhere: Nov 01, 2015

First use in commerce: Nov 01, 2015

Scientific and technological services and research and design relating thereto; industrial analysis, industrial research and industrial design services; quality control and authentication services; design and development of computer hardware and software.

This description is as filed with the USPTO and defines the scope of trademark protection.

Status History

24 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 11, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Dec 11, 2025

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Dec 11, 2025

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Dec 11, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Sep 01, 2025

TEAS SECTION 8 & 9 RECEIVED

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 09, 2025

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jun 06, 2024

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jan 03, 2023

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jan 03, 2023

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Dec 28, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

Jul 05, 2022

TEAS SECTION 8 RECEIVED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jun 27, 2022

TEAS CHANGE OF OWNER ADDRESS RECEIVED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Jun 27, 2022

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jun 27, 2022

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Aug 09, 2021

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-PRINCIPAL REGISTER

Aug 09, 2016

REGISTERED-PRINCIPAL REGISTER

PUBLISHED FOR OPPOSITION

May 24, 2016

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

May 24, 2016

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

May 04, 2016

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Apr 14, 2016

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Apr 07, 2016

ASSIGNED TO EXAMINER

NOTICE OF PSEUDO MARK E-MAILED

Jan 01, 2016

NOTICE OF PSEUDO MARK E-MAILED

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Dec 31, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Dec 28, 2015

NEW APPLICATION ENTERED

FUNDKEEPER

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