KOVITZ INVESTMENT GROUP
Live / Registered — Registered and renewed (as of 31 Mar 2022)
What this means for you
Registered since 17 Jan 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 17 Jan 2022).
Record
- Serial number
- 85327480
- Registration number
- 4087154
- Mark type
- Stylized text
- Filed
- 23 May 2011
- Published for opposition
- 01 Nov 2011
- Registered
- 17 Jan 2012
- Next maintenance due
- 17 Jan 2022
- Attorney of record
- Lawrence J. Crain
Goods and services
- Class 036 — Insurance and financial services: Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services
Owner
- Kovitz Investment Group Partners, LLC, New York, NY, US
- KOVITZ INVESTMENT GROUP, LLC, Chicago, IL, US
- KOVITZ INVESTMENT GROUP, LLC, Chicago, IL, US
- KOVITZ INVESTMENT GROUP, LLC, Chicago, IL, US
Prosecution history
- 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 Sept 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 24 Sept 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Sept 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 31 Mar 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 31 Mar 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 31 Mar 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 29 Mar 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 30 Nov 2021 — TEAS SECTION 8 & 9 RECEIVED
- 17 Jan 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 08 Aug 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 02 Jul 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 02 Jul 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 07 Jun 2018 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 02 Jan 2018 — POST REGISTRATION ACTION MAILED - SEC. 8 & 15