SEPARATELY MANAGED ALTERNATIVES

Live / Registered — Registered — Section 8 accepted (as of 03 Nov 2023)

What this means for you

Registered since 13 Feb 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87509538
Registration number
5403690
Mark type
Stylized text
Filed
28 Jun 2017
Registered
13 Feb 2018

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Owner

Prosecution history

  • 03 Nov 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 03 Nov 2023 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 05 May 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Feb 2023 — TEAS SECTION 8 RECEIVED
  • 13 Feb 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 13 Feb 2018 — REGISTERED-SUPPLEMENTAL REGISTER
  • 08 Jan 2018 — LAW OFFICE PUBLICATION REVIEW COMPLETED
  • 01 Jan 2018 — ASSIGNED TO LIE
  • 19 Dec 2017 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
  • 18 Dec 2017 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
  • 18 Dec 2017 — USE AMENDMENT ACCEPTED
  • 15 Dec 2017 — AMENDMENT TO USE PROCESSING COMPLETE
  • 15 Dec 2017 — USE AMENDMENT FILED
  • 14 Dec 2017 — TEAS AMENDMENT OF USE RECEIVED
  • 14 Dec 2017 — TEAS/EMAIL CORRESPONDENCE ENTERED

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