BERKELEY INVESTMENT ADVISORS
Live / Applied — Final refusal mailed (as of 18 Mar 2026)
What this means for you
Not registered yet, but its 03 Jul 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
- 99265702
- Mark type
- Stylized text
- Filed
- 03 Jul 2025
Goods and services
- Class 036 — Insurance and financial 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; Real estate investment services; Securities trading and investing services for others via the internet; Providing information and research in the field of finance and financial investments; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Owner
- Berkeley Investment Advisors, San Francisco, CA, US
Prosecution history
- 18 Mar 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 18 Mar 2026 — FINAL REFUSAL E-MAILED
- 18 Mar 2026 — FINAL REFUSAL WRITTEN
- 17 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 17 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 17 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 24 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 24 Nov 2025 — NON-FINAL ACTION E-MAILED
- 24 Nov 2025 — NON-FINAL ACTION WRITTEN
- 20 Nov 2025 — ASSIGNED TO EXAMINER
- 07 Nov 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 03 Jul 2025 — APPLICATION FILING RECEIPT MAILED
- 03 Jul 2025 — NEW APPLICATION ENTERED