ADVANCED INVESTING FOR FORWARD-THINKING INVESTORS

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 20 Jun 2025)

What this means for you

Registered since 14 May 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87708982
Registration number
5752330
Mark type
Stylized text
Filed
05 Dec 2017
Published for opposition
24 Apr 2018
Registered
14 May 2019
Attorney of record
Richard L. Sampson

Goods and services

  • Class 036 — Insurance and financial services: Fund investment and advisory services; Investment counseling services; Management of portfolios comprising securities; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts

Owner

Prosecution history

  • 20 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 20 Jun 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 20 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 26 Feb 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 14 May 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 05 Oct 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 28 Sept 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 14 May 2019 — REGISTERED-PRINCIPAL REGISTER
  • 12 Apr 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 11 Apr 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 11 Apr 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 10 Apr 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 05 Apr 2019 — USE AMENDMENT FILED
  • 10 Apr 2019 — SOU EXTENSION 2 GRANTED
  • 05 Apr 2019 — SOU EXTENSION 2 FILED

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