PERFORMANCELINK
Live / Registered — Registered and renewed (as of 21 Apr 2017)
What this means for you
Registered since 27 Feb 2007. 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 27 Feb 2017).
Record
- Serial number
- 78468755
- Registration number
- 3213909
- Mark type
- Stylized text
- Filed
- 17 Aug 2004
- Published for opposition
- 13 Sept 2005
- Registered
- 27 Feb 2007
- Next maintenance due
- 27 Feb 2017
- Attorney of record
- Kirsten R. Rydstrom, Esq.
Goods and services
- Class 036 — Insurance and financial services: Financial management and investment services, namely, providing platform for investment professionals and broker/dealers to offer customers ability to link retail accounts with managed accounts and obtain consolidated performance reporting
Owner
- BNY MELLON ADVISORS, INC., PENNINGTON, NJ, US
- Lockwood Advisors, Inc., King of Prussia, PA, US
- Lockwood Advisors, Inc., Malvern, PA, US
- Lockwood Advisors, Inc., Malvern, PA, US
Prosecution history
- 27 Feb 2026 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Aug 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 21 Apr 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 21 Apr 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 21 Apr 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 21 Apr 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Feb 2017 — TEAS SECTION 8 & 9 RECEIVED
- 27 Feb 2016 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 11 Sept 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 11 Sept 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 27 Aug 2013 — REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
- 11 Sept 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 27 Aug 2013 — TEAS SECTION 8 & 15 RECEIVED
- 27 Feb 2007 — REGISTERED-PRINCIPAL REGISTER
- 16 Jan 2007 — LAW OFFICE REGISTRATION REVIEW COMPLETED