SA FUNDS

What this means for you

Registered since 15 Oct 2002. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 15 Oct 2022).

Record

Serial number

76205153

Registration number

2636877

Mark type

Word mark

Filed

05 Feb 2001

Published for opposition

27 Nov 2001

Registered

15 Oct 2002

Next maintenance due

15 Oct 2022

Attorney of record

Briana R. Falcon

Goods and services

• Class 036 — Insurance and financial services: Funds investment and administration, investment advice, investment consultation, investment management

Owner

• FOCUS ADVISOR SOLUTIONS, LLC, NEW YORK, NY, US
• FOCUS PARTNERS ADVISOR SOLUTIONS, LLC, NEW YORK, NY, US
• BAM ADVISOR SERVICES, LLC, ST. LOUIS, MO, US
• LORING WARD GROUP, INC., San Jose, CA, US
• Assante Holdings Inc., Los Angeles, CA, US
• Assante Holdings Inc., Los Angeles, CA, US
• Assante Holdings Inc., Los Angeles, CA, US
• Assante Holdings, Inc., Winnipeg Manitoba, DE, US

Prosecution history

• 16 Sept 2026 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 09 Jul 2026 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
• 09 Jul 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 09 Jul 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 09 Jul 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 09 Jul 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 09 Jul 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 29 Jan 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
• 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 25 Sept 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
• 27 Apr 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 27 Apr 2023 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
• 27 Apr 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 27 Apr 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 14 Oct 2022 — TEAS SECTION 8 & 9 RECEIVED