THE PASSIVE PERFORMANCE TAX

What this means for you

Registered since 20 Jan 2026. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number

98085832

Registration number

8111512

Mark type

Stylized text

Filed

14 Jul 2023

Published for opposition

30 Apr 2024

Registered

20 Jan 2026

Attorney of record

Justin Lampel

Goods and services

• Class 036 — Insurance and financial services: Financial advice; Financial analysis; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Financial portfolio analysis services; Financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; 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; Providing financial information

Owner

• The Applied Finance Group, Ltd, Chicago, IL, US
• The Applied Finance Group, Ltd, Chicago, IL, US
• The Applied Finance Group, Ltd, Chicago, IL, US

Prosecution history

• 20 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
• 20 Jan 2026 — REGISTERED-PRINCIPAL REGISTER
• 29 Dec 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
• 29 Dec 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
• 27 Dec 2025 — STATEMENT OF USE PROCESSING COMPLETE
• 24 Jun 2025 — USE AMENDMENT FILED
• 27 Dec 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
• 24 Jun 2025 — TEAS STATEMENT OF USE RECEIVED
• 03 Mar 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
• 20 Dec 2024 — SOU EXTENSION 1 GRANTED
• 20 Dec 2024 — SOU EXTENSION 1 FILED
• 20 Dec 2024 — SOU TEAS EXTENSION RECEIVED
• 25 Jun 2024 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
• 30 Apr 2024 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
• 30 Apr 2024 — PUBLISHED FOR OPPOSITION