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Live / Registered — Registered — Section 71 accepted (as of 26 Jul 2023)

What this means for you

Registered since 28 Feb 2017. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
79185236
Registration number
5148559
Mark type
Design + words
Filed
27 Oct 2015
Published for opposition
13 Dec 2016
Registered
28 Feb 2017
Attorney of record
Leonard D. Bowersox

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment management services and quantitative investment management services; financial asset management services; fund management services, namely, systematic fund management services, hedge fund management services, equity fund management services, fixed income fund management services, [ venture capital fund management services, and private equity fund management services; ] investment fund management services, namely, systematic investment fund management services, hedge investment fund management services, equity investment fund management services, fixed income investment fund management services, [ venture capital investment fund management services, and private equity investment fund management services; ] hedge fund management services; financial management; financial advice; fund management, namely, management of systematic investment funds, hedge funds, equity funds, fixed income funds, [ venture capital funds, and private equity funds; ] financial asset management; investment management; investment fund management, namely, systematic investment fund management, hedge investment fund management, equity investment fund management, fixed income investment fund management, [ venture capital investment fund management, and private equity investment fund management; ] hedge fund management; futures and options fund services, namely, management and advisory services in the fields of futures and options funds; futures fund services, namely, management and advisory services in the field of futures funds; forwards fund services, namely, management and advisory services in the field of forwards funds; [ options fund services, namely, management and advisory services in the field of options funds; ] derivatives fund services, namely, management and advisory services in the field of derivatives funds; financial investment management, namely, futures and options investment account management; [ financial investment management, namely, futures investment account management; ] financial investment management, namely, forwards investment account management; financial investment management, namely, options investment account management; financial investment management, namely, derivatives investment account management; financial investment management, namely, securities investment account management; financial advice, namely, futures and options advice; financial advice, namely, futures advice; financial advice, namely, forwards advice; financial advice, namely, options advice; financial advice, namely, derivatives advice; financial advice, namely, securities advice; financial advice; financial investment account management; financial investment account management services; financial investment account advice; financial investment account advisory services; financial management services in the field of financial services, systematic fund management, hedge fund management, equity fund management, fixed income fund management, [ venture capital fund management, and private equity fund management; financial research services in the field of financial services and fund management; ] financial advisory services in the field of financial services and fund management; [ financial consultancy services in the field of financial services and fund management; ] financial management and creation of investment products, namely, the creation of structured products such as hedge funds, equity funds, fixed income funds, [ venture capital funds, and private equity funds; ] financial services, namely, investment management services and quantitative investment management services provided via the internet; financial advisory services provided via the internet; [ financial information services provided via the internet; ] financial information services provided by access to a computer database; provision of financial information for professionals in the field of portfolio management, for portfolio management; [ financial affairs, namely, financial information, management and analysis services; monetary affairs, namely, financial information, management and analysis services; financial analysis; financial consultancy; provision of financial information; ] information, advisory, management and consultancy services relating to all the aforesaid; all the aforesaid services also provided on-line from a computer database or from the Internet

Owner

Prosecution history

  • 28 Feb 2026 — COURTESY REMINDER - SEC. 71 (10-YR) E-MAILED
  • 25 Sept 2025 — INTERNATIONAL REGISTRATION RENEWED
  • 11 Sept 2025 — NEW REPRESENTATIVE AT IB RECEIVED
  • 30 May 2025 — CHANGE OF NAME/ADDRESS REC'D FROM IB
  • 02 Jun 2024 — PARTIAL INVALIDATION PROCESSED BY THE IB
  • 14 Apr 2024 — PARTIAL INVALIDATION OF REG EXT PROTECTION SENT TO IB
  • 13 Apr 2024 — INVALIDATION PROCESSED
  • 26 Mar 2024 — PARTIAL INVALIDATION OF REG EXT PROTECTION CREATED
  • 26 Jul 2023 — NOTICE OF ACCEPTANCE OF SEC. 71 - E-MAILED
  • 26 Jul 2023 — REGISTERED-SEC.71 ACCEPTED
  • 24 Jul 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Jan 2023 — TEAS SECTION 71 RECEIVED
  • 28 Feb 2022 — COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED
  • 08 Jul 2017 — FINAL DECISION TRANSACTION PROCESSED BY IB
  • 30 Jun 2017 — NEW REPRESENTATIVE AT IB RECEIVED

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