INVESTORS PHILANTHROPIC
Live / Registered — Registered and renewed (as of 13 Feb 2026)
What this means for you
Registered since 18 Oct 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 18 Oct 2026).
Record
- Serial number
- 87080773
- Registration number
- 5066288
- Mark type
- Stylized text
- Filed
- 22 Jun 2016
- Registered
- 18 Oct 2016
- Next maintenance due
- 18 Oct 2026
- Attorney of record
- Steven C. Sereboff
Goods and services
- Class 036 — Insurance and financial services: Charitable fundraising services, by means of providing individuals with the information and opportunity to make monetary donations to their favorite charity; Consultancy of capital investment; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial information provided by electronic means; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Investment consultancy; Investment of funds for others in the fields of real estate, private equity and publicly traded securities; Management of a capital investment fund; Philanthropic services concerning monetary donations; Philanthropy consultation relating to charitable fundraising; Providing financial information; Providing financial information via a web site; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families
Owner
- Investors Trust, Newport Beach, CA, US
- Investors Trust, Newport Beach, CA, US
Prosecution history
- 13 Feb 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 13 Feb 2026 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 13 Feb 2026 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 13 Feb 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 12 Nov 2025 — TEAS SECTION 8 & 9 RECEIVED
- 18 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 17 Sept 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 17 Sept 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Sept 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 17 Sept 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 17 Sept 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 17 Sept 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 07 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 07 Apr 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 07 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL