AXOS INVEST

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 18 Mar 2026)

What this means for you

Registered since 24 Dec 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
88237590
Registration number
5945896
Mark type
Stylized text
Filed
20 Dec 2018
Published for opposition
28 May 2019
Registered
24 Dec 2019
Attorney of record
David M. Kramer

Goods and services

  • Class 036 — Insurance and financial services: banking services; money transmission services, namely, electronic transfer of money; financial investment brokerage and financial investment portfolio management services provided to financial professionals via global electronic networks; providing information and analysis in the fields of finance and investment via global electronic networks; providing information regarding investment account activity via global electronic networks; financial and investment services, namely, securities brokerage and trading of securities, stocks, bonds, derivatives, warrants, mutual funds, money market funds, exchange traded funds, commodities, futures, options and indices of any of the foregoing; financial and investment services, namely, cash management account services; providing web-based, automated and customized personal financial management services, namely, management of personal financial accounts and investments, daily monitoring of financial transactions and account balances, and budget and spending reporting, each through a global computer network; online financial advisory services in the nature of automated financial robo-advisory services; online financial management services in the nature of automated robo-wealth management and portfolio management and rebalancing; end-point investor services, namely, capital investment and investment of funds; investment consultancy and management and financial portfolio management; individual retirement account services; investment consultation services in the area of investment risk assessment

Owner

Prosecution history

  • 18 Mar 2026 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Mar 2026 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Mar 2026 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Dec 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 24 Dec 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 19 Oct 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 19 Oct 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 Oct 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 19 Oct 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 19 Oct 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 19 Oct 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Oct 2020 — NOTICE OF SUIT
  • 24 Dec 2019 — REGISTERED-PRINCIPAL REGISTER
  • 19 Nov 2019 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 18 Nov 2019 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

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