Trademark: 87562821
Word
PORTFOLIO DESIGN RISK THE THREE FACTOR MODEL THE EFFICIENT MARKET HYPOTHESIS
Status
Registered
Status Code
700
Status Date
Tuesday, December 25, 2018
Serial Number
87562821
Registration Number
5638976
Registration Date
Tuesday, December 25, 2018
Mark Type
3000
Filing Date
Wednesday, August 9, 2017
Published for Opposition
Tuesday, April 3, 2018

Trademark Owner History
Schulz Financial - Original Registrant

Classifications
36 Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, wealth management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others
The mark consists of a four layer pyramid comprised of rectangular boxes with the bottom layer labeled "The Efficient Market Hypothesis", the next layer up labeled "The Three Factor Model", the next layer up labeled "Risk" and the top layer labeled "Portfolio Design". The pyramid is dark blue and the letters are light blue. The rectangular boxes are outlined in light blue with white highlighting.
The color(s) dark blue, light blue and white is/are claimed as a feature of the mark.
"PORTFOLIO DESIGN" "RISK" "THE THREE FACTOR MODEL" AND "THE EFFICIENT MARKET HYPOTHESIS"

Trademark Events
Dec 25, 2023
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Dec 25, 2018
Registered-Principal Register
Nov 20, 2018
Notice Of Acceptance Of Statement Of Use E-Mailed
Nov 19, 2018
Allowed Principal Register - Sou Accepted
Oct 11, 2018
Statement Of Use Processing Complete
Sep 17, 2018
Use Amendment Filed
Oct 11, 2018
Case Assigned To Intent To Use Paralegal
Sep 17, 2018
Teas Statement Of Use Received
May 29, 2018
Noa E-Mailed - Sou Required From Applicant
Apr 3, 2018
Official Gazette Publication Confirmation E-Mailed
Apr 3, 2018
Published For Opposition
Mar 14, 2018
Notification Of Notice Of Publication E-Mailed
Feb 26, 2018
Law Office Publication Review Completed
Feb 23, 2018
Approved For Pub - Principal Register
Feb 6, 2018
Teas/Email Correspondence Entered
Feb 6, 2018
Correspondence Received In Law Office
Jan 31, 2018
Assigned To Lie
Jan 19, 2018
Teas Response To Office Action Received
Nov 20, 2017
Notification Of Non-Final Action E-Mailed
Nov 20, 2017
Non-Final Action E-Mailed
Nov 20, 2017
Non-Final Action Written
Nov 10, 2017
Assigned To Examiner
Aug 16, 2017
Notice Of Design Search Code E-Mailed
Aug 15, 2017
New Application Office Supplied Data Entered
Aug 12, 2017
New Application Entered

Trademark Alertz updated from USPTO on 2030-01-24