ULTIMATE ALPHA

Live / Applied — First extension granted (statement of use) (as of 18 Sept 2025)

What this means for you

Not registered yet, but its 18 Aug 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98704093
Mark type
Stylized text
Filed
18 Aug 2024
Published for opposition
21 Jan 2025
Attorney of record
Trevor A. Caudle, Esq.

Goods and services

  • Class 036 — Insurance and financial services: Investment advice; Investment advisory services; Investment consultation; Investment management; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial planning and investment advisory services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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 services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Holding company services performed for third parties, namely, investment management; Information, advisory, consultancy and financial research services relating to finance and investments; Private equity fund investment services; 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 research in the field of finance and financial investments; Providing information regarding financial investment strategies; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Real estate investment consultancy; Real estate investment services; Real estate funds investment services

Owner

Prosecution history

  • 17 Mar 2026 — TEAS STATEMENT OF USE RECEIVED
  • 19 Feb 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 19 Feb 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 19 Feb 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Sept 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 18 Sept 2025 — SOU EXTENSION 1 GRANTED
  • 17 Sept 2025 — SOU EXTENSION 1 FILED
  • 17 Sept 2025 — SOU TEAS EXTENSION RECEIVED
  • 18 Mar 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 21 Jan 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 21 Jan 2025 — PUBLISHED FOR OPPOSITION
  • 15 Jan 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 30 Dec 2024 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 29 Dec 2024 — ASSIGNED TO EXAMINER
  • 18 Aug 2024 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

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