SECTOR SELECT
Live / Registered — Registered — Section 8 accepted (as of 28 Mar 2025)
What this means for you
Registered since 14 Aug 2018. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87048426
- Registration number
- 5541523
- Mark type
- Stylized text
- Filed
- 24 May 2016
- Published for opposition
- 09 May 2017
- Registered
- 14 Aug 2018
- Attorney of record
- Deborah K. Squiers
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services; financial portfolio management services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; financial portfolio management services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management services that uniquely combine asset class momentum, adaptive trend following and capture and utilization of market anomalies to give an optimal risk adjusted performance profile; financial portfolio management services utilizing a rule-based model to combine asset class momentum, adaptive trend following and capture and utilization of market anomalies in order to provide investors with upside value and downside protection
Owner
- S&P DOW JONES INDICES LLC, NEW YORK, NY, US
- Wilbanks Smith & Thomas Asset Management, Norfolk, VA, US
- Wilbanks Smith & Thomas Asset Management, Norfolk, VA, US
- Wilbanks Smith & Thomas Asset Management, Norfolk, VA, US
Prosecution history
- 28 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 28 Mar 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 26 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 20 Aug 2024 — TEAS SECTION 8 RECEIVED
- 14 Aug 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 04 Dec 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 04 Dec 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 May 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 14 Aug 2018 — REGISTERED-PRINCIPAL REGISTER
- 10 Jul 2018 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 09 Jul 2018 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 09 Jul 2018 — ASSIGNED TO EXAMINER
- 26 Jun 2018 — STATEMENT OF USE PROCESSING COMPLETE
- 06 Jun 2018 — USE AMENDMENT FILED
- 26 Jun 2018 — CASE ASSIGNED TO INTENT TO USE PARALEGAL