SMART INVESTING STARTS HERE ONE RELATIONSHIP AT A TIME

Live / Registered — Registered and renewed (as of 04 Jun 2024)

What this means for you

Registered since 22 Jul 2014. 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 22 Jul 2024).

Record

Serial number
86152688
Registration number
4572322
Mark type
Stylized text
Filed
26 Dec 2013
Published for opposition
06 May 2014
Registered
22 Jul 2014
Next maintenance due
22 Jul 2024
Attorney of record
Kelly L. Williams

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Mutual fund investment

Owner

Prosecution history

  • 04 Jun 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 04 Jun 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 04 Jun 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 04 Jun 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Feb 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 22 Jul 2023 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 31 Aug 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 31 Aug 2019 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 31 Aug 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 Aug 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 29 Aug 2019 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 22 Jul 2019 — TEAS SECTION 8 & 15 RECEIVED
  • 22 Jul 2019 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 22 Jul 2014 — REGISTERED-PRINCIPAL REGISTER
  • 06 May 2014 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

View this trademark record on Marksy