STRATIFIED INDICES

Live / Registered — Registered — partial Section 8 accepted (as of 01 Dec 2022)

What this means for you

Registered since 14 Jun 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86181176
Registration number
4980036
Mark type
Stylized text
Filed
31 Jan 2014
Registered
14 Jun 2016
Attorney of record
Mark A. Jansen

Goods and services

  • Class 016 — Paper goods and printed matter: [ Publications and printed matter, namely, newsletters, reports, guides, charts, worksheets, forms, instructional and educational materials, namely, manuals, handbooks, booklets, white papers, press releases, reference guides, presentations, bulletins, pamphlets, and booklets in the fields of finance, mutual fund investment, investment management, and financial management in the nature of pooled investment funds, namely, exchange traded funds ]
  • Class 036 — Insurance and financial services: Providing financial services with respect to securities and other financial instruments and products, namely, money management services and mutual fund advisory, brokerage, investment and planning services; providing information in the financial and investment fields; providing information in the financial and investment fields through electronic means; providing an interactive website and online computer database in the fields of finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds; banking services, mutual fund investment advisory services, financial services, namely, investment of funds for others, investment management and investment advisory services in connection with savings plans for educational purposes; financial planning services; providing information about investing and financial savings for educational purposes, managing and administering investment plans for the funding of higher education; and related services, namely, financial services in the nature of savings programs for youths, and securities brokerage and trading services; investment management featuring financial portfolio management of investments in the fields of banking, mutual fund investment advisory services, investment management services and financial services in the nature of exchange traded funds; financial investment services in the field of pooled investment funds, including exchange traded funds; providing information in the financial and investment fields; financial advisory services, including the structuring, sale, distribution, management and administration of investments, including exchange traded funds, mutual funds, commodity funds, pooled funds, hedge funds, closed-end funds, principal protected notes, wrap account products,segregated funds, securities and securities-based investment products; financial products services, namely, brokerage, advisory, distribution, administration, management, custodial and trustee services for mutual funds, commodity funds, pooled funds, hedge funds, exchange traded funds, closed-end funds, principal protected notes, wrap account products, segregated funds, securities and securities-based investment products; fund investment consultation; fund investment services featuring securities offered according to previously established criteria; funds investment; management of a capital investment fund; mutual fund brokerage; exchange traded fund brokerage; exchange traded funds investment; financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures,exchange traded funds, and other securities, and investment of funds of others; transfer agency services; financial analysis, management, consulting and advisory services; fund investment; account reporting services, namely, providing bank account and investment account information; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, asset management; financial, securities and commodities exchange services; financial investment analysis; real estate management; rental of office space; retirement payment services, namely, financial administration of retirement accounts; and trusteeship representatives; investment services, namely, offering exchange traded note products based on a note index; financial services, namely, investment fund management and advisory services; offering and administering closed-end funds and exchange-traded funds; investment services, namely, offering exchange traded fund products based on a mutual fund index

Owner

Prosecution history

  • 14 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 01 Dec 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 01 Dec 2022 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
  • 01 Dec 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 14 Jun 2022 — TEAS SECTION 8 RECEIVED
  • 14 Jun 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 03 Mar 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 03 Mar 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 03 Mar 2021 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 03 Mar 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 03 Mar 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 03 Mar 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 14 Aug 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 14 Aug 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 27 Jul 2016 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

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