Trademark: 87431697
Word
PERSONALIZED INVESTING. BEYOND PASSIVE.
Status
Registered
Status Code
700
Status Date
Tuesday, June 12, 2018
Serial Number
87431697
Registration Number
5489590
Registration Date
Tuesday, June 12, 2018
Mark Type
4000
Filing Date
Monday, May 1, 2017
Published for Opposition
Tuesday, March 27, 2018

Trademark Owner History

Classifications
36 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
"PERSONALIZED INVESTING" AND "PASSIVE"

Trademark Events
Jun 12, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Feb 8, 2023
Automatic Update Of Assignment Of Ownership
Aug 17, 2022
Automatic Update Of Assignment Of Ownership
Jun 12, 2018
Registered-Principal Register
Mar 27, 2018
Official Gazette Publication Confirmation E-Mailed
Mar 27, 2018
Published For Opposition
Mar 7, 2018
Notification Of Notice Of Publication E-Mailed
Feb 18, 2018
Approved For Pub - Principal Register
Jan 31, 2018
Teas/Email Correspondence Entered
Jan 31, 2018
Correspondence Received In Law Office
Jan 31, 2018
Teas Response To Office Action Received
Aug 3, 2017
Notification Of Priority Action E-Mailed
Aug 3, 2017
Priority Action E-Mailed
Aug 3, 2017
Priority Action Written
Jul 27, 2017
Assigned To Examiner
May 5, 2017
New Application Office Supplied Data Entered
May 4, 2017
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24