VERITY INVESTMENTS

Live / Registered — Registered and renewed (as of 13 Jan 2022)

What this means for you

Registered since 10 Jul 2012. 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 10 Jul 2022).

Record

Serial number
85261270
Registration number
4170095
Mark type
Stylized text
Filed
08 Mar 2011
Published for opposition
24 Apr 2012
Registered
10 Jul 2012
Next maintenance due
10 Jul 2022
Attorney of record
David H. Faux

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Capital investment consulting; Consulting services in the field of retirement plan administration and fiduciary compliance; Financial advice; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analyses; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial consultancy; Financial consultation; Financial consultation in the field of retirement plans; Financial consulting; Financial consulting services, namely, expert analysis in finance; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information; Financial information and advisory services; Financial information provided by electronic means; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial research; Financial research and information services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Mutual fund investment; Providing financial information; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments

Owner

Prosecution history

  • 13 Jan 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Jan 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Jan 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 10 Jan 2022 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 13 Dec 2021 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 13 Dec 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Jul 2021 — TEAS SECTION 8 & 9 RECEIVED
  • 10 Jul 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 16 Aug 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Aug 2017 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Aug 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Jul 2017 — TEAS SECTION 8 & 15 RECEIVED
  • 10 Jul 2017 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 28 Jul 2014 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 10 Jul 2012 — REGISTERED-PRINCIPAL REGISTER

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