PERSONALIZED INVESTING. BEYOND PASSIVE. - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87431697
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 Type
30 - Original Registrant
Address
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Trademark Owner History
Party Type
30 - Original Registrant
Address
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Party Type
20 - Owner at Publication
Address
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Party Type
10 - Original Applicant
Address
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Correspondences
Name
RICHARD L. SAMPSON
Address
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Trademark Events
Event DateEvent Description
2017-05-04NEW APPLICATION ENTERED IN TRAM
2017-05-05NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-07-27ASSIGNED TO EXAMINER
2017-08-03PRIORITY ACTION WRITTEN
2017-08-03PRIORITY ACTION E-MAILED
2017-08-03NOTIFICATION OF PRIORITY ACTION E-MAILED
2018-01-31TEAS RESPONSE TO OFFICE ACTION RECEIVED
2018-01-31CORRESPONDENCE RECEIVED IN LAW OFFICE
2018-01-31TEAS/EMAIL CORRESPONDENCE ENTERED
2018-02-18APPROVED FOR PUB - PRINCIPAL REGISTER
2018-03-07NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2018-03-27PUBLISHED FOR OPPOSITION
2018-03-27OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2018-06-12REGISTERED-PRINCIPAL REGISTER