INSTITUTIONAL WISDOM, EARNED ALPHA, ENDURING VALUE

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 11 Jul 2025)

What this means for you

Registered since 04 Feb 2020. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87904419
Registration number
5978861
Mark type
Stylized text
Filed
02 May 2018
Published for opposition
02 Oct 2018
Registered
04 Feb 2020
Attorney of record
Cathryn A. Berryman

Goods and services

  • Class 036 — Insurance and financial services: Financial services, namely, investment management services, funds of funds management and advisory services; financial services, namely, total portfolio offerings of separate account management, alternative asset investments, enhanced cash portfolios, off shore funds, mutual funds for equity and fixed income investments, enhanced cash portfolios, and pension plan consultation

Owner

Prosecution history

  • 11 Jul 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 11 Jul 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 11 Jul 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Mar 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 04 Feb 2025 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 04 Feb 2020 — REGISTERED-PRINCIPAL REGISTER
  • 31 Dec 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 30 Dec 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 12 Dec 2019 — STATEMENT OF USE PROCESSING COMPLETE
  • 05 Dec 2019 — USE AMENDMENT FILED
  • 12 Dec 2019 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 05 Dec 2019 — TEAS STATEMENT OF USE RECEIVED
  • 26 Nov 2019 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 22 Nov 2019 — SOU EXTENSION 2 GRANTED
  • 22 Nov 2019 — SOU EXTENSION 2 FILED

View this trademark record on Marksy