ZEO CAPITAL ADVISORS
Live / Registered — Registered (as of 01 Jun 2021)
What this means for you
Registered since 01 Jun 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87545861
- Registration number
- 6367108
- Mark type
- Stylized text
- Filed
- 27 Jul 2017
- Published for opposition
- 16 Mar 2021
- Registered
- 01 Jun 2021
- Attorney of record
- Marc E. Hankin
Goods and services
- Class 036 — Insurance and financial services: Advisory services relating to mutual funds; Financial advice; Financial advisory and consultancy services, namely, fixed income, alternative investment markets, low volatility, risk-managed solutions; Financial analysis and research services; Financial information and advisory services; Financial portfolio management; Investment advice; Investment advice in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Investment advisory services; Investment management in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Management of securities portfolios
Owner
- INTENTIONALYSIS LLC, SAN FRANCISCO, CA, US
- OSTERWEIS CAPITAL MANAGEMENT, LLC, SAN FRANCISCO, CA, US
- ZEO CAPITAL ADVISORS, LLC, Oakland, CA, US
- ZEO CAPITAL ADVISORS, LLC, Oakland, CA, US
- ZEO CAPITAL ADVISORS, LLC, San Francisco, CA, US
Prosecution history
- 17 Jul 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 13 Oct 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Oct 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 13 Oct 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 20 Jul 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 01 Jun 2021 — REGISTERED-PRINCIPAL REGISTER
- 15 Apr 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 15 Apr 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Apr 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 16 Mar 2021 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
- 16 Mar 2021 — PUBLISHED FOR OPPOSITION
- 24 Feb 2021 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
- 08 Feb 2021 — APPROVED FOR PUB - PRINCIPAL REGISTER
- 06 Feb 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 05 Feb 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE