VERITY ASSET MANAGEMENT

What this means for you

Registered since 14 May 2013. 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 14 May 2023).

Record

Serial number

85690786

Registration number

4334028

Mark type

Stylized text

Filed

30 Jul 2012

Published for opposition

26 Feb 2013

Registered

14 May 2013

Next maintenance due

14 May 2023

Attorney of record

David H Faux

Goods and services

• Class 036 — Insurance and financial services: Advice relating to investments; Capital investment consulting; 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 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, 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

• VERITY ASSET MANAGEMENT, INC., DURHAM, NC, US
• Verity Investments, Inc., Durham, NC, US
• Verity Investments, Inc., Durham, NC, US
• Verity Investments, Inc., Durham, NC, US

Prior registrations

• Registration 4170095

Prosecution history

• 06 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 06 Dec 2022 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
• 06 Dec 2022 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 06 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 25 May 2022 — TEAS SECTION 8 & 9 RECEIVED
• 14 May 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 27 Jun 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
• 27 Jun 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
• 27 Jun 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 14 Jun 2018 — TEAS SECTION 8 & 15 RECEIVED
• 14 May 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
• 28 Jul 2014 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 03 Jul 2013 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 14 May 2013 — REGISTERED-PRINCIPAL REGISTER
• 26 Feb 2013 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED