VERTEX CAPITAL
Live / Registered — Registered and renewed (as of 19 Jul 2024)
What this means for you
Registered since 21 Apr 2015. 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 21 Apr 2025).
Record
- Serial number
- 86373760
- Registration number
- 4723070
- Mark type
- Stylized text
- Filed
- 21 Aug 2014
- Published for opposition
- 03 Feb 2015
- Registered
- 21 Apr 2015
- Next maintenance due
- 21 Apr 2025
- Attorney of record
- C. Christopher Clark
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; financial information, evaluation, and advisory services; financial advisory and consultancy services; financial administration of retirement plans; financial analysis, consultation and research services; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial and investment services, namely, management in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; financial investment analysis and stock research; financial management; financial management; consulting and information concerning insurance; financial portfolio management; financial portfolio analysis services; financial research and information services; financial research and business equity research services; financial risk management; financial trust planning; investment consultation, and investment management services; management of portfolios comprising securities; monitoring financial markets for investment purposes; mutual fund advisory services; mutual fund analysis services; [ mutual fund development services; ] mutual fund investment; mutual fund planning 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 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, providing financial market news and commentary; providing information in insurance matters; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; providing information, commentary and advice in the field of finance, financial investments and financial valuations; providing information in the field of financial stock and equity markets; providing stock/securities market information; insurance administration; insurance agency; insurance brokerage; insurance consultancy; and strategic financial advisory services
Owner
- Vertex Capital Advisors, LLC, Fort Mill, SC, US
- Vertex Capital Advisors, LLC, Charlotte, NC, US
- Vertex Capital Advisors, LLC, Charlotte, NC, US
Prosecution history
- 19 Jul 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 19 Jul 2024 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 19 Jul 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 19 Jul 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 25 Apr 2024 — TEAS SECTION 8 & 9 RECEIVED
- 21 Apr 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 06 Jul 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 06 Jul 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 06 Jul 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 23 Feb 2021 — TEAS SECTION 8 & 15 RECEIVED
- 21 Apr 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 21 Apr 2015 — REGISTERED-PRINCIPAL REGISTER
- 03 Feb 2015 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 03 Feb 2015 — PUBLISHED FOR OPPOSITION
- 14 Jan 2015 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED