STRATIFIED ETF

Live / Registered — Registered — Section 8 accepted (as of 31 Aug 2023)

What this means for you

Registered since 04 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
86181209
Registration number
5056377
Mark type
Stylized text
Filed
31 Jan 2014
Registered
04 Oct 2016
Attorney of record
Mark A. Jansen

Goods and services

  • 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

  • 04 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 31 Aug 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 31 Aug 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 31 Aug 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 04 Apr 2023 — TEAS SECTION 8 RECEIVED
  • 04 Oct 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
  • 04 Oct 2016 — REGISTERED-SUPPLEMENTAL REGISTER

View this trademark record on Marksy