DIRECT LENDING TO MIDDLE MARKET COMPANIES

Live / Registered — Registered and renewed (as of 13 Nov 2025)

What this means for you

Registered since 28 Jun 2016. 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 28 Jun 2026).

Record

Serial number
86865651
Registration number
4990724
Mark type
Stylized text
Filed
05 Jan 2016
Registered
28 Jun 2016
Next maintenance due
28 Jun 2026
Attorney of record
Shanti Sadtler Conway

Goods and services

  • Class 036 — Insurance and financial services: Fund investment services

Owner

Prosecution history

  • 13 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Nov 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 12 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
  • 09 Sept 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 20 Aug 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
  • 20 Aug 2025 — CORRECTION UNDER SECTION 7 - PROCESSED
  • 12 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 24 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 28 Jun 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 04 Apr 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 31 Jan 2024 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 31 Jan 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 31 Jan 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 31 Jan 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

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