CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS
Live / Registered — Registered (as of 15 Sept 2026)
What this means for you
Registered since 15 Sept 2026. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99652141
- Registration number
- 8445367
- Mark type
- Stylized text
- Filed
- 13 Feb 2026
- Registered
- 15 Sept 2026
- Attorney of record
- Emily Poole
Goods and services
- Class 036 — Insurance and financial services: Financial planning and investment advisory services; Financial asset management; Investment consultation; Financial research; Financial information; Financial analysis; Financial advice; Financial consultation; Financial management; Investment brokerage; Investment management; Mutual fund investment; Financial risk assessment services; Investment risk assessment services; Financial portfolio analysis services; Funds investment; Management of a capital investment fund; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence; Financial valuations
Owner
- Waterloo Capital Management, LLC, Austin, TX, US
- Waterloo Capital Management, LLC, Austin, TX, US
Prosecution history
- 15 Sept 2026 — REGISTERED-SUPPLEMENTAL REGISTER
- 18 Aug 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 18 Aug 2026 — USE AMENDMENT ACCEPTED
- 18 Aug 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Aug 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 13 Aug 2026 — AMENDMENT TO USE PROCESSING COMPLETE
- 13 Aug 2026 — USE AMENDMENT FILED
- 13 Aug 2026 — TEAS AMENDMENT OF USE RECEIVED
- 13 Aug 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 12 Jun 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 12 Jun 2026 — NON-FINAL ACTION E-MAILED
- 12 Jun 2026 — NON-FINAL ACTION WRITTEN
- 12 Jun 2026 — ASSIGNED TO EXAMINER
- 11 Jun 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 13 Feb 2026 — APPLICATION FILING RECEIPT MAILED