KOVITZ INVESTMENT GROUP

Serial Number 85327480
Registration 4087154
800

Registration Progress

Application Filed
May 23, 2011
Under Examination
Approved for Publication
Nov 1, 2011
Published for Opposition
Nov 1, 2011
Registered
Jan 17, 2012

Trademark Image

KOVITZ INVESTMENT GROUP

Basic Information

Serial Number
85327480
Registration Number
4087154
Filing Date
May 23, 2011
Registration Date
January 17, 2012
Published for Opposition
November 1, 2011
Renewal Date
January 17, 2022
Drawing Code
4

Status Summary

Current Status
Active
Status Code
800
Status Date
Mar 31, 2022
Registration
Registered
Classes
036

Rights Holder

Kovitz Investment Group Partners, LLC

16
Address
Focus Financial Partners
825 Third Avenue, 27th Floor
New York, NY 10022

Ownership History

KOVITZ INVESTMENT GROUP, LLC

Original Applicant
16
Chicago, IL

KOVITZ INVESTMENT GROUP, LLC

Owner at Publication
16
Chicago, IL

KOVITZ INVESTMENT GROUP, LLC

Original Registrant
16
Chicago, IL

Kovitz Investment Group Partners, LLC

New Owner After Registration #1
16
New York, NY

Legal Representation

Attorney
Lawrence J. Crain

USPTO Deadlines

Next Deadline
2209 days remaining
Section 8 & 9 Renewal Due (Principal Register) (20-Year) (Based on R.PRA event 2012-01-17)
Due Date
January 17, 2032
Grace Period Ends
July 17, 2032
Additional deadlines exist. Contact your attorney for complete deadline information.

Application History

33 events
Date Code Type Description Documents
Oct 2, 2024 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Sep 24, 2024 TCCA I TEAS CHANGE OF CORRESPONDENCE RECEIVED Loading...
Sep 24, 2024 ARAA I ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Loading...
Sep 24, 2024 REAP I TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Loading...
Mar 31, 2022 NA89 E NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED Loading...
Mar 31, 2022 RNL1 Q REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) Loading...
Mar 31, 2022 89AG O REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED Loading...
Mar 29, 2022 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Nov 30, 2021 E89R I TEAS SECTION 8 & 9 RECEIVED Loading...
Jan 17, 2021 REM2 E COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED Loading...
Aug 8, 2018 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Jul 2, 2018 NA85 E NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED Loading...
Jul 2, 2018 C15A O REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. Loading...
Jun 7, 2018 EROP I TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED Loading...
Jan 2, 2018 PR23 O POST REGISTRATION ACTION MAILED - SEC. 8 & 15 Loading...
Dec 28, 2017 APRE A CASE ASSIGNED TO POST REGISTRATION PARALEGAL Loading...
Dec 21, 2017 E815 I TEAS SECTION 8 & 15 RECEIVED Loading...
Jul 19, 2017 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Jan 17, 2017 REM1 E COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Loading...
Jan 27, 2016 ASCK I ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY Loading...
Jan 17, 2012 R.PR A REGISTERED-PRINCIPAL REGISTER Loading...
Nov 1, 2011 NPUB E OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Loading...
Nov 1, 2011 PUBO A PUBLISHED FOR OPPOSITION Loading...
Sep 23, 2011 PREV O LAW OFFICE PUBLICATION REVIEW COMPLETED Loading...
Sep 21, 2011 ALIE A ASSIGNED TO LIE Loading...
Sep 8, 2011 CNSA O APPROVED FOR PUB - PRINCIPAL REGISTER Loading...
Sep 8, 2011 XAEC I EXAMINER'S AMENDMENT ENTERED Loading...
Sep 8, 2011 GNEN O NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED Loading...
Sep 8, 2011 GNEA F EXAMINERS AMENDMENT E-MAILED Loading...
Sep 8, 2011 CNEA R EXAMINERS AMENDMENT -WRITTEN Loading...
Sep 8, 2011 DOCK D ASSIGNED TO EXAMINER Loading...
Jun 3, 2011 NWOS I NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Loading...
May 26, 2011 NWAP I NEW APPLICATION ENTERED Loading...

Detailed Classifications

Class 036
Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services
First Use Anywhere: Oct 1, 2003
First Use in Commerce: Oct 1, 2003

Classification

International Classes
036

Disclaimers

The following terms have been disclaimed and are not claimed as part of the trademark:
Specific Disclaimer
"INVESTMENT GROUP"