THE INVESTMENT AUDIT
Live / Registered — Registered and renewed (as of 08 Nov 2025)
What this means for you
Registered since 21 Jul 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 Jul 2025).
Record
- Serial number
- 86456792
- Registration number
- 4776414
- Mark type
- Design + words
- Filed
- 17 Nov 2014
- Published for opposition
- 05 May 2015
- Registered
- 21 Jul 2015
- Next maintenance due
- 21 Jul 2025
- Attorney of record
- Randolph E. Digges, III
Goods and services
- Class 041 — Education and entertainment services: Educational services, namely, providing e-learning modules, webinars, and live trainings and seminars in the fields of financial investment review, analysis and planning
Owner
- VALOR CAPITAL MANAGEMENT, LLC, WESTLAKE, OH, US
- C2P Capital Advisory Group LLC, Westlake, OH, US
- C2P Capital Advisory Group LLC, Westlake, OH, US
- C2P Capital Advisory Group LLC, Westlake, OH, US
Prosecution history
- 08 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 08 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 08 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 08 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 21 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
- 21 Jul 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 07 Oct 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 07 Oct 2020 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 07 Oct 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 21 Aug 2020 — TEAS SECTION 8 & 15 RECEIVED
- 21 Jul 2020 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 26 Feb 2020 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 05 Feb 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 05 Feb 2020 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 21 Jul 2015 — REGISTERED-PRINCIPAL REGISTER