PANORAMIC DIRECT INVESTING
Live / Applied — Response to non-final action entered (as of 22 Jan 2026)
What this means for you
Not registered yet, but its 24 Apr 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
- 99153074
- Mark type
- Stylized text
- Filed
- 24 Apr 2025
- Attorney of record
- Christopher A. Proskey
Goods and services
- Class 036 — Insurance and financial services: Investment of funds; Financial services, namely, investment fund transfer and transaction services; Financial management in the field of investment portfolios; Diversified investment fund portfolio investment services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
Owner
- Symmetry Partners, LLC, Glastonbury, CT, US
Prosecution history
- 06 Mar 2026 — PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
- 22 Jan 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 22 Jan 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 22 Jan 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 30 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 30 Oct 2025 — NON-FINAL ACTION E-MAILED
- 30 Oct 2025 — NON-FINAL ACTION WRITTEN
- 22 Oct 2025 — ASSIGNED TO EXAMINER
- 21 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 24 Apr 2025 — APPLICATION FILING RECEIPT MAILED
- 24 Apr 2025 — NEW APPLICATION ENTERED