Drawing for INVESTING WISELY

USPTO serial 79033666

INVESTING WISELY

Reviewed by CopyMark Law Group

Reg. 3534225Status 706Registered
Filing date
Status date
Registration date
Nov 18, 2008
Examiner
SETTLES LEWIS, SHAILA E
Law office
GENERIC WEB UPDATE

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This trademark is registered with the USPTO. Monitoring new filings can help you catch lookalike marks early.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Leigh Ann Lindquist

Leigh Ann Lindquist Sughrue Mion, PLLC2100 Pennsylvania Avenue, N.W.Washington, DC 20037UNITED STATES

Goods and services

ClassDescriptionStatusFirst use
036Financial services, namely, [ banking services, ] mutual fund [ and electronic funds transfer ], financial portfolio management in stocks,bonds, securities, monetary investment and equities, investment fund for others, fund management services, mutual fund [ brokerage and ] investment services, establishing mutual funds and securities portfolio for others; management and brokerage of securities portfolio for others; [ banking; insurance brokerage services; life insurance brokerage and consulting; insurance consulting; ] financial consulting; funds investment; [ monetary investment and consultation services; ] financial analysis; financial portfolio management services; financial transactions services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities, equities, monetary investment; [ stock brokerage; financial evaluations for insurance and banking purposes; ] capital investment consultation Investment services, namely, asset management services; [ safe deposit box services; ] financial management; [ saving and loan services; actuarial services ]ACTIVE—

Related trademarks

CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.

Prosecution history

DateCodeEventWhat it means
Jan 22, 2026NREPNEW REPRESENTATIVE AT IB RECEIVED—
Sep 30, 2023NREPNEW REPRESENTATIVE AT IB RECEIVED—
Aug 14, 2019INNAINVALIDATION REVIEWED - NO ACTION REQUIRED BY OFFICE—
Jul 21, 2019INPRPARTIAL INVALIDATION OF REG EXT PROTECTION CREATED—
Nov 21, 2018NA71NOTICE OF ACCEPTANCE OF SEC. 71 - E-MAILED—
Nov 21, 201871AGREGISTERED-SEC.71 ACCEPTED—
Nov 19, 2018ES71TEAS SECTION 71 RECEIVED—
Nov 18, 2017REM4COURTESY REMINDER - SEC. 71 (10-YR) E-MAILED—
Dec 29, 2016RNWLINTERNATIONAL REGISTRATION RENEWED—
May 18, 2016INNAINVALIDATION REVIEWED - NO ACTION REQUIRED BY OFFICE—
Apr 27, 2016INPRPARTIAL INVALIDATION OF REG EXT PROTECTION CREATED—
Feb 26, 2016NREPNEW REPRESENTATIVE AT IB RECEIVED—
Oct 16, 2015INNPPARTIAL INVALIDATION PROCESSED BY THE IB—
Aug 27, 2015INPSPARTIAL INVALIDATION OF REG EXT PROTECTION SENT TO IB—
Aug 27, 2015INPCINVALIDATION PROCESSED—
Aug 1, 2015INPRPARTIAL INVALIDATION OF REG EXT PROTECTION CREATED—
Dec 1, 2014NA71NOTICE OF ACCEPTANCE OF SEC. 71 - E-MAILED—
Dec 1, 201471AGREGISTERED-SEC.71 ACCEPTED—
Dec 1, 2014APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Nov 17, 2014ES71TEAS SECTION 71 RECEIVED—
Apr 14, 2013FINOFINAL DECISION TRANSACTION PROCESSED BY IB—
Mar 9, 2009FICSFINAL DISPOSITION NOTICE SENT TO IB—
Mar 9, 2009FIMPFINAL DISPOSITION PROCESSED—
Feb 18, 2009FICRFINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB—
Nov 18, 2008R.PRREGISTERED-PRINCIPAL REGISTERYour trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive.
Oct 9, 2008NREPNEW REPRESENTATIVE AT IB RECEIVED—
Sep 2, 2008PUBOPUBLISHED FOR OPPOSITIONYour mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance.
Aug 28, 2008OPNXNOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB—
Aug 14, 2008CHLDCHANGE OF OWNER RECEIVED FROM IB—
Aug 13, 2008NPUBNOTICE OF PUBLICATION—
Jul 31, 2008PREVLAW OFFICE PUBLICATION REVIEW COMPLETED—
Jul 24, 2008CNEAEXAMINERS AMENDMENT MAILED—
Jul 23, 2008CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Jul 23, 2008XAECEXAMINER'S AMENDMENT ENTERED—
Jul 23, 2008CNEAEXAMINERS AMENDMENT -WRITTEN—
Jul 10, 2008OPNSNOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB—
Jul 10, 2008OPNRNOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB—
Jun 10, 2008EXPIEX PARTE APPEAL-INSTITUTED—
Jun 10, 2008JURTJURISDICTION RESTORED TO EXAMINING ATTORNEY—
Jun 10, 2008EXAFEXPARTE APPEAL RECEIVED AT TTAB—
May 31, 2008TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
May 30, 2008CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
May 30, 2008ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
Feb 1, 2008CHLDCHANGE OF OWNER RECEIVED FROM IB—
Dec 10, 2007GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
Dec 10, 2007GNFRFINAL REFUSAL E-MAILEDA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Dec 10, 2007CNFRFINAL REFUSAL WRITTENA final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon.
Nov 21, 2007CNSLLETTER OF SUSPENSION MAILED—
Nov 20, 2007ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Nov 20, 2007REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Nov 20, 2007CNSLSUSPENSION LETTER WRITTEN—
Nov 1, 2007ACECAMENDMENT FROM APPLICANT ENTERED—
Nov 1, 2007CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Nov 1, 2007ALIEASSIGNED TO LIE—
Oct 2, 2007MAILPAPER RECEIVED—
Apr 19, 2007RFNTREFUSAL PROCESSED BY IB—
Apr 2, 2007RFCSNON-FINAL ACTION MAILED - REFUSAL SENT TO IB—
Apr 2, 2007RFRRREFUSAL PROCESSED BY MPU—
Mar 30, 2007RFCRNON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW—
Mar 29, 2007CNRTNON-FINAL ACTION WRITTENA non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application.
Mar 27, 2007DOCKASSIGNED TO EXAMINER—
Feb 8, 2007NWAPNEW APPLICATION ENTERED—
Feb 8, 2007REPRSN ASSIGNED FOR SECT 66A APPL FROM IB—

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