PERSONALIZED INVESTING. BEYOND PASSIVE. - Trademark Details
Status: 700 - Registered
Serial Number
87431697
Registration Number
5489590
Word Mark
PERSONALIZED INVESTING. BEYOND PASSIVE.
Status
700 - Registered
Status Date
2018-06-12
Filing Date
2017-05-01
Registration Number
5489590
Registration Date
2018-06-12
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2018-03-27
Attorney Name
Law Office Assigned Location Code
M20
Employee Name
QUEEN, ESTHER FELICIA
Statements
Disclaimer with Predetermined Text
"PERSONALIZED INVESTING" AND "PASSIVE"
Goods and Services
Design and management of tax efficient rules-based portfolios comprising a combination of equities and bonds; Fund investment, financial administration, fund distribution, financial investment brokerage, and investment advisory services for tax efficient rules-based portfolios comprising a combination of equities and bonds; Financial services, namely, administration of transactions by funds involving tax efficient rules-based portfolios comprising a combination of equities and bonds
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
2017-05-05
Primary Code
036
First Use Anywhere Date
2017-03-01
First Use In Commerce Date
2017-03-01
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (business trust).
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
99 - Other (business trust).
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
99 - Other (business trust).
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
99 - Other (business trust).
Address
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Correspondences
Name
RICHARD L. SAMPSON
Address
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Trademark Events
| Event Date | Event Description |
| 2017-05-04 | NEW APPLICATION ENTERED IN TRAM |
| 2017-05-05 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2017-07-27 | ASSIGNED TO EXAMINER |
| 2017-08-03 | PRIORITY ACTION WRITTEN |
| 2017-08-03 | PRIORITY ACTION E-MAILED |
| 2017-08-03 | NOTIFICATION OF PRIORITY ACTION E-MAILED |
| 2018-01-31 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-01-31 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-01-31 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-02-18 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2018-03-07 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2018-03-27 | PUBLISHED FOR OPPOSITION |
| 2018-03-27 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2018-06-12 | REGISTERED-PRINCIPAL REGISTER |
