FACTORSMART

Live / Registered — Registered (as of 10 Dec 2019)

What this means for you

Registered since 10 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87635474
Registration number
5932606
Mark type
Stylized text
Filed
05 Oct 2017
Published for opposition
13 Mar 2018
Registered
10 Dec 2019
Attorney of record
Angelo J. Bufalino

Goods and services

  • Class 036 — Insurance and financial services: Financial and investment services, namely, investment advisory services in the field of investment strategies; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Funds investment; Global investment research services; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management

Owner

Prosecution history

  • 10 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 10 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
  • 08 Nov 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 07 Nov 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 29 Oct 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 14 Oct 2019 — USE AMENDMENT FILED
  • 29 Oct 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 14 Oct 2019 — TEAS STATEMENT OF USE RECEIVED
  • 08 May 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 06 May 2019 — SOU EXTENSION 2 GRANTED
  • 06 May 2019 — SOU EXTENSION 2 FILED
  • 06 May 2019 — SOU TEAS EXTENSION RECEIVED
  • 17 Oct 2018 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 15 Oct 2018 — SOU EXTENSION 1 GRANTED
  • 15 Oct 2018 — SOU EXTENSION 1 FILED

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