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ULTIMUS FUND SOLUTIONS, LLC

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Trademarks Section

Serial Number:

97195563

Mark:

ULTIMUS FUND SOLUTIONS

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2021-12-29

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

ULTIMUS FUND SOLUTIONS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Shareholder services to mutual funds and mutual fund companies, namely, bill payment in the nature of authorizing payment of approved expenses of the fund, disbursement and reinvestment of dividends for third parties, payment processing for Individual Retirement Account (IRA) purchases, transfers, w...

First Use:

2019-08-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

Business management and consultation services for others, namely, providing fund organization services to mutual funds and mutual fund companies in the nature of business operation consultation, financial statement analysis for businesses, business assistance in the field of budgeting, vendor select...

First Use:

2019-08-02

International Classes:

035 - Primary Class

Class Status:

Active

For:

Business organization consulting, namely, regulatory compliance consulting regarding the preparation of compliance business policies and procedures in the field of retirement plan administration

First Use:

2019-08-02

International Classes:

045 - Primary Class

Class Status:

Active

Serial Number:

88819387

Mark:

ULTIMUS FUND SOLUTIONS

Status:

REGISTERED

Mark Type:

SERVICE MARK

Application Filing Date:

2020-03-03

Mark Drawing Type:

Illustration: Drawing or design which also includes word(s)/letter(s)/number(s)

Mark Literal Elements:

ULTIMUS FUND SOLUTIONS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Shareholder services to mutual funds and mutual fund companies, namely, bill payment in the nature of authorizing payment of approved expenses of the fund, disbursement and reinvestment of dividends for third parties, payment processing for Individual Retirement Account (IRA) purchases, transfers, w...

First Use:

2019-08-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

Business management and consultation services for others, namely, providing fund organization services to mutual funds and mutual fund companies in the nature of business operation consultation, financial statement analysis for businesses, business assistance in the field of budgeting, vendor select...

First Use:

2019-08-02

International Classes:

035 - Primary Class

Class Status:

Active

For:

Business organization consulting, namely, regulatory compliance consulting regarding the preparation of compliance business policies and procedures in the field of retirement plan administration

First Use:

2019-08-02

International Classes:

045 - Primary Class

Class Status:

Active

Serial Number:

86252228

Mark:

ULTIMUS

Status:

SECTION 8 & 15-ACCEPTED AND ACKNOWLEDGED

Mark Type:

SERVICE MARK

Application Filing Date:

2014-04-15

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

ULTIMUS

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Shareholder services to mutual funds and mutual fund companies, namely, bill payment in the nature of authorizing payment of approved expenses of the fund, disbursement and reinvestment of dividends for third parties, payment processing for Individual Retirement Account (IRA) purchases, transfers, w...

First Use:

2000-01-02

International Classes:

036 - Primary Class

Class Status:

Active

For:

Business management and consultation services for others, namely, providing fund organization services to mutual funds and mutual fund companies in the nature of business operation consultation, financial analysis for businesses, business assistance in the field of budgeting, vendor selection in the...

First Use:

2000-01-02

International Classes:

035 - Primary Class

Class Status:

Active

For:

Shareholder services to mutual funds and mutual fund companies, namely, consultation services in the field of identity theft, namely, assisting mutual fund companies in administering identity theft prevention program

First Use:

2000-01-02

International Classes:

045 - Primary Class

Class Status:

Active

Date of last update: 27 Mar 2025

Sources: New York Secretary of State