Trademark: 86734816
Word
THE BRIDGE BETWEEN PROTECTION AND GROWTH
Status Date
Saturday, October 22, 2022
Registration Number
5069842
Registration Date
Tuesday, October 25, 2016
Filing Date
Monday, August 24, 2015
Published for Opposition
Tuesday, January 19, 2016
36 Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection
Aug 27, 2015
New Application Entered
Aug 27, 2015
New Application Office Supplied Data Entered
Dec 2, 2015
Assigned To Examiner
Jan 19, 2016
Official Gazette Publication Confirmation E-Mailed
Dec 9, 2015
Approved For Pub - Principal Register
Dec 30, 2015
Notification Of Notice Of Publication E-Mailed
Jan 19, 2016
Published For Opposition
Mar 15, 2016
Noa E-Mailed - Sou Required From Applicant
Aug 19, 2016
Teas Statement Of Use Received
Aug 19, 2016
Use Amendment Filed
Sep 13, 2016
Case Assigned To Intent To Use Paralegal
Sep 13, 2016
Statement Of Use Processing Complete
Sep 21, 2016
Allowed Principal Register - Sou Accepted
Sep 22, 2016
Notice Of Acceptance Of Statement Of Use E-Mailed
Oct 25, 2016
Registered-Principal Register
Oct 25, 2021
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Apr 25, 2022
Teas Section 8 & 15 Received
Oct 22, 2022
Notice Of Acceptance Of Sec. 8 & 15 - E-Mailed
Apr 10, 2024
Automatic Update Of Assignment Of Ownership
May 1, 2024
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
May 1, 2024
Attorney/Dom.Rep.Revoked And/Or Appointed
May 1, 2024
Teas Change Of Correspondence Received
Oct 22, 2022
Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
Oct 22, 2022
Case Assigned To Post Registration Paralegal
Trademark Alertz updated from USPTO on 2030-01-24
