Legal Representation
Attorney
Elizabeth R. Hall
USPTO Deadlines
Next Deadline
1265 days remaining
Section 8 & 9 (10-Year) Renewal Due (Based on registration date 2018-12-25)
Due Date
December 25, 2028
Grace Period Ends
June 25, 2029
Application History
25 events| Date | Code | Type | Description |
|---|---|---|---|
| Dec 25, 2023 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Dec 25, 2018 | R.PR | A | REGISTERED-PRINCIPAL REGISTER |
| Nov 20, 2018 | SUNA | E | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Nov 19, 2018 | CNPR | P | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Oct 11, 2018 | AITU | A | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Oct 11, 2018 | SUPC | I | STATEMENT OF USE PROCESSING COMPLETE |
| Sep 17, 2018 | EISU | I | TEAS STATEMENT OF USE RECEIVED |
| Sep 17, 2018 | IUAF | S | USE AMENDMENT FILED |
| May 29, 2018 | NOAM | E | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Apr 3, 2018 | PUBO | A | PUBLISHED FOR OPPOSITION |
| Apr 3, 2018 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Mar 14, 2018 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Feb 26, 2018 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Feb 23, 2018 | CNSA | P | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Feb 6, 2018 | CRFA | I | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Feb 6, 2018 | TEME | I | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Jan 31, 2018 | ALIE | A | ASSIGNED TO LIE |
| Jan 19, 2018 | TROA | I | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Nov 20, 2017 | CNRT | R | NON-FINAL ACTION WRITTEN |
| Nov 20, 2017 | GNRT | F | NON-FINAL ACTION E-MAILED |
| Nov 20, 2017 | GNRN | O | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Nov 10, 2017 | DOCK | D | ASSIGNED TO EXAMINER |
| Aug 16, 2017 | MDSC | E | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Aug 15, 2017 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Aug 12, 2017 | NWAP | I | NEW APPLICATION ENTERED |
Detailed Classifications
Class 036
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
First Use Anywhere:
Sep 1, 2018
First Use in Commerce:
Sep 1, 2018
Additional Information
Design Mark
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.
Color Claim
The color(s) dark blue, light blue and white is/are claimed as a feature of the mark.
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"PORTFOLIO DESIGN" "RISK" "THE THREE FACTOR MODEL" AND "THE EFFICIENT MARKET HYPOTHESIS"