SAGEWORKS Trademark
SAGEWORKS is a USPTO trademark filed by Banker's Toolbox, Inc.. Status: Registered.
Prosecution Summary
Trademark Summary
The standard character service mark SAGEWORKS covers advisory and consulting services in business risk management (class 035), lending and portfolio risk consulting (class 036), non-downloadable software for lending automation, financial analysis, risk reduction, banking, and customer management (class 042), and CECL compliance consulting (class 045), all in the field of lending and credit risk with first use in commerce on January 6, 1998. It claims priority to prior registration 3291014 and is currently registered on the Principal Register since October 10, 2023 (reg. no. 7185960). Owner is Banker's Toolbox, Inc., a California corporation.
Recent Activity
Filed January 19, 2022, the application overcame two non-final office actions with resp
Trademark Facts
| Mark | SAGEWORKS |
|---|---|
| Serial Number | 97226604 |
| Registration Number | 7185960 |
| Status | Registered |
| Filing Date | 2022-01-19 |
| Registration Date | 2023-10-10 |
| Mark Type | Word |
| Nice Classes | 035 (Advertising & Business), 036 (Financial Services), 042 (Software & IT), 045 (Legal Services) |
| Owner | Banker's Toolbox, Inc. |
| Attorney of Record | Gina Durham, Esq. |
| Prosecution Events | 31 |
| Latest Event | COAR on 2026-02-12 |
Goods & Services
Advisory and consulting services in the fields of business enterprise risk management; all in the field of lending and credit risk | Lending consultant services; advisory and consulting services in the field of portfolio risk; all in the field of lending and credit risk | Providing temporary use of online non-downloadable computer software for lending automation and enabling lending compliance; providing temporary use of online non-downloadable computer software for accounting analysis, namely, financial health analysis in the nature of assessing the profitability, cash flow, liquidity and leverage of a company, financial performance benchmarking, financial forecasting, company valuation, and credit analysis; providing temporary use of online non-downloadable computer software for risk analysis and providing information on risk reduction; providing temporary use of online non-downloadable communications software to allow customers to access bank account information and transact bank business; providing temporary use of non-downloadable software for customer relationship management; all provided to banks, lenders, business consulting firms, and financial institutions and all in the field of lending and credit risk | Advisory and consulting services in the field of CECL compliance