ETF HARMONY
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 02 Nov 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
- 86558861
- Registration number
- 4979238
- Mark type
- Stylized text
- Filed
- 10 Mar 2015
- Published for opposition
- 11 Aug 2015
- Registered
- 14 Jun 2016
- Attorney of record
- Briana R. Falcon
Goods and services
- Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial asset management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Providing a web site featuring personal financial information and financial advice
Owner
- KOVITZ INVESTMENT GROUP PARTNERS, LLC, New York, NY, US
- CONNECTUS WEALTH, LLC, NEW YORK, NY, US
- NorthCoast Asset Management LLC, Greenwich, CT, US
- NorthCoast Asset Management LLC, Greenwich, CT, US
- NorthCoast Asset Management LLC, Greenwich, CT, US
Prosecution history
- 25 Mar 2026 — TEAS SECTION 8 & 9 RECEIVED
- 02 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 02 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Oct 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 Oct 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 14 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 13 Jun 2024 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 02 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 02 Nov 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 01 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 May 2022 — TEAS SECTION 8 & 15 RECEIVED
- 10 Nov 2021 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP