Trademark: 97912828
Word
POSITIVE CHANGE
Status
Pending
Status Code
681
Status Date
Thursday, June 6, 2024
Serial Number
97912828
Mark Type
4
Filing Date
Friday, April 28, 2023
Published for Opposition
Tuesday, July 9, 2024

Trademark Owner History

Classifications
36 Funds investment; investment brokerage; investment advice; investment management; mutual fund investment; capital investment; fund investment consultation; investment advisory services; global investment research; financial services, namely, financial management; financial asset management and advisory services; investment management and advisory services; venture capital fund management and advisory services; trust services, namely, investment and trust company services in the nature of operation and management of investment trusts; trust services, namely, investment and trust company services in the nature of provision of investment trust share plans and children's savings plans; provision of saving account services; annuity services, namely, account and investment administration, and insurance services, namely, underwriting and administration of life insurance; financial management and financial administration of employee pension funds; financial management and financial administration of collective investment schemes, open ended investment companies, unit trusts and mutual funds; financial management and administration of life funds; provision of personal equity plans in the nature of private equity fund investment services, and investment savings account services; financial management of employee pension plans and advisory services related thereto; financial management and advisory services; financial valuations; financial sponsorship of non-fiction literary events, academic institutions, and sporting events;structured investment management and investment product management of financial instruments, securities, equities, bonds, derivatives, swaps, futures and options and financial advisory services; designing, developing, arranging and managing structured investments and investment products, namely, financial planning in the nature of creation of personalized strategies to achieve financial independence; financial and investment analysis and research services; savings account services and investment management consultancy services; financial services, namely, administration of investment funds; financial and investment management, consultancy and advisory services for institutional clients including charities, local authority pension funds, company pension funds and family trusts; financial portfolio management services in the nature of dealing in financial instruments, securities, equities, bonds, derivatives, swaps, futures and options; personal financial planning; private portfolio investment management and advice services; investment risk management, analysis and services, namely, investment risk assessment services; investment performance management and financial investment analysis;alternative investment management and advisory services; alternative structured investment management and advisory services; quantitative investment management and advisory services; derivatives based investment management and advisory services; derivatives consultancy services, namely, derivative-based investment consultancy; investment consultancy; financial transfer agent services, namely, electronic transfer of funds; investment underwriting services; financial advisory services relating to taxation; investment risk analysis and financial risk analysis services, namely, investment risk assessment services; financial information services provided by access to a computer database; online financial portfolio management services; advisory, consultancy and information services relating to all the aforesaid services

Trademark Events
May 2, 2023
New Application Entered
May 27, 2023
New Application Office Supplied Data Entered
Jan 25, 2024
Assigned To Examiner
Jan 29, 2024
Non-Final Action Written
Jan 29, 2024
Non-Final Action E-Mailed
Jan 29, 2024
Notification Of Non-Final Action E-Mailed
Apr 26, 2024
Application Extension Granted/Receipt Provided
Jun 3, 2024
Correspondence Received In Law Office
Jun 3, 2024
Teas Response To Office Action Received
Jun 4, 2024
Teas/Email Correspondence Entered
Jun 6, 2024
Examiner's Amendment Entered
Jun 6, 2024
Approved For Pub - Principal Register
Jun 6, 2024
Examiners Amendment -Written
Jun 6, 2024
Notification Of Examiners Amendment E-Mailed
Jun 6, 2024
Examiners Amendment E-Mailed
Apr 26, 2024
Application Extension To Response Period - Received
Jun 19, 2024
Notification Of Notice Of Publication E-Mailed

Trademark Alertz updated from USPTO on 2030-01-24