SA FUNDS
Live / Registered — Registered and renewed (as of 27 Apr 2023)
What this means for you
Registered since 15 Oct 2002. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 15 Oct 2022).
Record
- Serial number
- 76205153
- Registration number
- 2636877
- Mark type
- Word mark
- Filed
- 05 Feb 2001
- Published for opposition
- 27 Nov 2001
- Registered
- 15 Oct 2002
- Next maintenance due
- 15 Oct 2022
- Attorney of record
- Alan S. Nemes
Goods and services
- Class 036 — Insurance and financial services: Funds investment and administration, investment advice, investment consultation, investment management
Owner
- FOCUS PARTNERS ADVISOR SOLUTIONS, LLC, NEW YORK, NY, US
- BAM ADVISOR SERVICES, LLC, ST. LOUIS, MO, US
- LORING WARD GROUP, INC., San Jose, CA, US
- Assante Holdings Inc., Los Angeles, CA, US
- Assante Holdings Inc., Los Angeles, CA, US
- Assante Holdings Inc., Los Angeles, CA, US
- Assante Holdings, Inc., Winnipeg Manitoba, DE, US
Prosecution history
- 29 Jan 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 25 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 27 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 27 Apr 2023 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 27 Apr 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 27 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 14 Oct 2022 — TEAS SECTION 8 & 9 RECEIVED
- 15 Oct 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 29 Apr 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 29 Apr 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 20 Mar 2019 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 13 Mar 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 12 Oct 2012 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
- 11 Oct 2012 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED