PFM FA HOLDINGS, LLC logo

PFM FA HOLDINGS, LLC

16 Marks
LLC
First Filed:Dec 23, 1998Latest Filed:Jul 14, 2021Address:1735 MARKET ST. 42ND FLOOR, PHILADELPHIA, PA 19103

Portfolio Overview

Registered
14(88%)
Dead
2(13%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
11(69%)
Class 42
Software, IT Services & Scientific Research
4(25%)
Class 35
Advertising, Business Services & Retail
1(6%)

TTAB Proceedings

No litigation activity

Top Firms

McCarter & English, LLP(Jul 2021)
16

Trademark Activity Timeline(1998 – 2022)

Trademark Portfolio

16 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
PFM
PFM
Service Mark
Combined
REGISTERED
Owner:
Serial:90829016
Filed:Jul 14, 2021
Classes:36
Registration:6803165
Registered:Jul 26, 2022
Goods & Services
Financial advisory services provided by municipal advisors to municipal entities and other obligated persons, namely, debt transaction advisory services, escrow procurement for municipal bond defeasances, bidding investments for structured financings or other financings, consulting services for investment restructurings, rebate services, swap and derivative advisory services, and provision of advice that falls into the category of fulfilling fiduciary duties in accordance with applicable law
PFM
PFM
Service Mark
Word
REGISTERED
Owner:
Serial:90828996
Filed:Jul 14, 2021
Classes:36
Registration:6803160
Registered:Jul 26, 2022
Goods & Services
Financial advisory services provided by municipal advisors to municipal entities and other obligated persons, namely, debt transaction advisory services, escrow procurement for municipal bond defeasances, bidding investments for structured financings or other financings, consulting services for investment restructurings, rebate services, swap and derivative advisory services, and provision of advice that falls into the category of fulfilling fiduciary duties in accordance with applicable law
AGILE MODELING INTELLIGENCE
AGILE MODELING INTELLIGENCE
Service Mark
Word
REGISTERED
Owner:
Serial:88597548
Filed:Aug 29, 2019
Classes:42
Registration:6071450
Registered:Jun 2, 2020
Goods & Services
Providing online non-downloadable computer software for producing financial models
AGILE MODELING INTELLIGENCE
AGILE MODELING INTELLIGENCE
Service Mark
Combined
REGISTERED
Owner:
Serial:88597559
Filed:Aug 29, 2019
Classes:42
Registration:6071451
Registered:Jun 2, 2020
Goods & Services
Providing online non-downloadable computer software for producing financial models
SYNARIO
SYNARIO
Service Mark
Word
REGISTERED
Owner:
Serial:88596480
Filed:Aug 28, 2019
Classes:36
Registration:6083680
Registered:Jun 23, 2020
Goods & Services
Financial analysis, namely, compiling, analyzing, and projecting statistics, data and other sources of information for financial planning purposes
SYNARIO
SYNARIO
Service Mark
Combined
REGISTERED
Owner:
Serial:88596491
Filed:Aug 28, 2019
Classes:36
Registration:6273703
Registered:Feb 16, 2021
Goods & Services
Financial analysis, namely, compiling, analyzing, and projecting statistics, data and other sources of information for financial planning purposes
SYNARIO
SYNARIO
Service Mark
Word
REGISTERED
Owner:
Serial:88976807
Filed:Aug 28, 2019
Classes:42
Registration:6085903
Registered:Jun 23, 2020
Goods & Services
Providing online non-downloadable computer software for producing financial models
SYNARIO
SYNARIO
Service Mark
Combined
REGISTERED
Owner:
Serial:88979577
Filed:Aug 28, 2019
Classes:42
Registration:6274382
Registered:Feb 16, 2021
Goods & Services
Providing online non-downloadable computer software for producing financial models
88226667
88226667
Service Mark
Design
REGISTERED
Owner:
Serial:88226667
Filed:Dec 12, 2018
Classes:36
Registration:5855540
Registered:Sep 10, 2019
Goods & Services
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; financial risk management in the field of swap contracts; financial brokerage of interest rate swaps; financial trading of swap contracts for others; financial asset management services
88226748
88226748
Service Mark
Design
REGISTERED
Owner:
Serial:88226748
Filed:Dec 12, 2018
Classes:36
Registration:6019935
Registered:Mar 24, 2020
Goods & Services
providing an Internet website portal offering financial information to investors in the field of municipal bonds
MUNITE
MUNITE
Service Mark
Combined
REGISTERED
Owner:
Serial:88226877
Filed:Dec 12, 2018
Classes:36
Registration:6019936
Registered:Mar 24, 2020
Goods & Services
Providing an Internet website portal offering financial information to investors in the field of municipal bonds
MUNITE
MUNITE
Service Mark
Word
REGISTERED
Owner:
Serial:88024870
Filed:Jul 3, 2018
Classes:36
Registration:5802074
Registered:Jul 9, 2019
Goods & Services
Providing an on-line, searchable database of financial information about municipal bond issuers organized by obligor and specific industry sector or group
PACEKEEPER
PACEKEEPER
Service Mark
Word
CANCELLED
Owner:
Serial:87213231
Filed:Oct 24, 2016
Classes:36
Registration:5357873
Registered:Dec 19, 2017
SWAPVIEWER
SWAPVIEWER
Service Mark
Word
REGISTERED
Owner:
Serial:78596757
Filed:Mar 29, 2005
Classes:36
Registration:3288735
Registered:Sep 4, 2007
Goods & Services
Risk management in the field of swap contracts; brokerage of interest rate swaps; trading of swap contracts for others
GOVZONE
GOVZONE
Service Mark
Word
ABANDONED
Owner:
Serial:76034056
Filed:Apr 25, 2000
Classes:35
PFM
PFM
Service Mark
Combined
REGISTERED
Owner:
Serial:75611784
Filed:Dec 23, 1998
Classes:36
Registration:2628574
Registered:Oct 1, 2002
Goods & Services
financial investment management

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