RN

Live / Applied — Non-final action mailed (as of 26 Jan 2026)

What this means for you

Not registered yet, but its 03 Mar 2025 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
99063750
Mark type
Design + words
Filed
03 Mar 2025
Attorney of record
Michael J. Turgeon

Goods and services

  • Class 035 — Advertising and business services: Business operation and management of investment companies structured as exchange traded funds; market research relating to investment and management of securities
  • Class 036 — Insurance and financial services: Investment management services; Investment advisor services, namely, providing investment advice; financial trading research and analysis in the field of closed-end mutual funds; Mutual fund investment services; Retirement fund investment services; Money management services; Financial analysis services; Investment account management; financial research and analysis in the field of investments and finance; Investment services, namely, financial advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options and indices of financial resources; Closed-end mutual fund services, namely, providing trading strategy being financial information, broker-dealer services in the field of securities, securities arbitrage services, quantitative and qualitative trading strategy being financial information, and trading of closed-end mutual funds; Financial advisory and consultancy services, namely, management of exchange traded funds; Providing financial risk assessment services to investors of exchange traded funds, exchange listed securities and portfolios; Providing financial information services to investors of exchange traded funds, exchange listed securities and portfolios; Providing financial services, namely, investment advice, investment management, investment consultation and investment of funds for others of Exchange Traded Funds for institutional investors and individuals; Exchange Traded Funds investment; Financial services, namely, financial asset management services, financial investment and management of units or shares of Undertaking for Collective Investment in Transferable Securities (UCITS), and financial management and investment brokerage services for portfolios of transferable securities; Financial services, namely, operation and management of Undertaking for Collective Investment in Transferable Securities (UCITS) and investment companies structured as exchange traded funds; Creation, management and selection of financial products of Undertaking for Collective Investment in Transferable Securities (UCITS), namely, financial management and investment management; financial research relating to investment and management of securities

Owner

Prosecution history

  • 26 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 26 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 26 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 23 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 23 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 23 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 04 Nov 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
  • 04 Nov 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
  • 05 Aug 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 05 Aug 2025 — NON-FINAL ACTION E-MAILED
  • 05 Aug 2025 — NON-FINAL ACTION WRITTEN
  • 05 Aug 2025 — ASSIGNED TO EXAMINER
  • 23 Jul 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 23 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 03 Mar 2025 — APPLICATION FILING RECEIPT MAILED

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