KOVITZ INVESTMENT GROUP - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85327480
Serial Number
85327480
Registration Number
4087154
Word Mark
KOVITZ INVESTMENT GROUP
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2018-07-02
Filing Date
2011-05-23
Registration Number
4087154
Registration Date
2012-01-17
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2011-11-01
Attorney Name
Lawrence J. Crain
Law Office Assigned Location Code
L20
Employee Name
SMIGA, HOWARD
Statements
Disclaimer with Predetermined Text
"INVESTMENT GROUP"
Goods and Services
Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2011-06-03
Primary Code
036
First Use Anywhere Date
2003-10-01
First Use In Commerce Date
2003-10-01
Current Trademark Owners
Party Name
Kovitz Investment Group Partners, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Kovitz Investment Group Partners, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
KOVITZ INVESTMENT GROUP, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
KOVITZ INVESTMENT GROUP, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
KOVITZ INVESTMENT GROUP, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Lawrence J. Crain
Address
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Trademark Events
Event DateEvent Description
2011-05-26NEW APPLICATION ENTERED IN TRAM
2011-06-03NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2011-09-08ASSIGNED TO EXAMINER
2011-09-08EXAMINERS AMENDMENT -WRITTEN
2011-09-08EXAMINERS AMENDMENT E-MAILED
2011-09-08NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
2011-09-08EXAMINER'S AMENDMENT ENTERED
2011-09-08APPROVED FOR PUB - PRINCIPAL REGISTER
2011-09-21ASSIGNED TO LIE
2011-09-23LAW OFFICE PUBLICATION REVIEW COMPLETED
2011-11-01PUBLISHED FOR OPPOSITION
2011-11-01OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2012-01-17REGISTERED-PRINCIPAL REGISTER
2016-01-27ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2017-01-17COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2017-07-19ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2017-12-21TEAS SECTION 8 & 15 RECEIVED
2017-12-28CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-01-02POST REGISTRATION ACTION MAILED - SEC. 8 & 15
2018-06-07TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
2018-07-02REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2018-07-02NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2018-08-08ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
2021-01-17COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2021-11-30TEAS SECTION 8 & 9 RECEIVED