SA FUNDS - INVESTMENT TRUST
Live / Registered — Registered and renewed (as of 08 Oct 2020)
What this means for you
Registered since 16 Aug 2011. 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 16 Aug 2021).
Record
- Serial number
- 85026726
- Registration number
- 4013409
- Mark type
- Stylized text
- Filed
- 29 Apr 2010
- Published for opposition
- 26 Oct 2010
- Registered
- 16 Aug 2011
- Next maintenance due
- 16 Aug 2021
- Attorney of record
- Alan S. Nemes
Goods and services
- Class 036 — Insurance and financial services: Mutual fund investment and providing administration and shareholder services to mutual funds
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
- LORING WARD GROUP, INC., San Jose, CA, US
- LORING WARD GROUP, INC., San Jose, CA, US
Prior registrations
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
- 08 Oct 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Oct 2020 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Oct 2020 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 08 Oct 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Aug 2020 — TEAS SECTION 8 & 9 RECEIVED
- 16 Aug 2020 — 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
- 30 Nov 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 30 Nov 2016 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.