Drawing for INVESTING WISELY

USPTO serial 79145174

INVESTING WISELY

Reviewed by CopyMark Law Group

Reg. 4853068Status 404
Filing date
Status date
Registration date
Nov 17, 2015
Examiner
ELTON, DAVID JONATHAN
Law office
PUBLICATION AND ISSUE SECTION

What this means

This page summarizes the public USPTO record for this serial number, including owners, goods and services, and prosecution history.

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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
035Business management; business administration; business management and organization consultancy; accounting; professional business consultancy; business management assistance, particularly relating to financial matters; business management consultancy; sales promotion of financial products; commercial services provided in the context of the sale of financial products, namely, connecting buyers and sellers of financial products, promotion of financial products on behalf of third parties; promotional and advertising sponsorship and patronage of investment funds and investment management; market research and studies; business information services in the nature of writing and development of commercial, administrative and information documents for investors; administrative and accounting management of undertakings for collective investment in securities and administrative and accounting management of all undertakings for collective investment, including administrative and accounting management of portfolios of financial instruments relating thereto; customer canvassing in the nature of market opinion polling studies and dissemination of advertising regarding securities; advertising; publication of advertising texts; dissemination of advertising material; business information; business inquiries; reproduction of newsletters relating to financial, banking and insurance matters; document reproduction; office functions; employment agencies; newspaper subscription services for others; computerized file management; organization of exhibitions for commercial or advertising purposes; online advertising on a computer network; rental of advertising time on all communication media; rental of advertising space; dissemination of advertisements; public relationsSECTION 71 - CANCELLED
036Financial affairs and monetary affairs, namely, financial information, management and analysis services; financial analysis; financial consultancy; fund investments; banking; financial consultancy; financing services; providing financial services relating to financial products for banks and financial institutions, namely, asset and investment development and brokerage; financial portfolio management; financial transaction services, namely, providing secure commercial transactions and payment options; stock exchange brokerage; financial evaluation of insurance, banking, real estate; capital investment; financial asset management; management of financial assets for private and institutional third parties; financial portfolio management for private and institutional third parties; financial and banking management; financial management of movable property; providing safe deposit box services for valuables; raising capital; mutual fund creation, investment, planning, management; fund investments; financial product investment in the field of undervalued stocks; electronic funds transfer; wealth management; savings account services; actuarial services; investment management; financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; financial portfolio valuation services for third parties; management under power of attorney of financial assets, of financial estates; organization of stock exchanges for the benefit of the reception and transmission of stock exchange orders; advice regarding financial investment strategies; financial asset audits and feasibility studies; financial investment services, namely, administering the issuance, underwriting and distribution of financial products of UCITS (Undertakings for Collective Investments in Transferable Securities); financial research, namely, research and prospecting relating to investment and management of securities; financial management of customer accounts; financial sponsorship and patronage of universities, museums, and in economics and finance research; provident funds management; home banking; issuing of travelers' checks or credit cards; financial valuations, namely, appraisals of works of art, jewels and antiques; all the foregoing services also provided on-line; development of newsletters relating to financial, banking and insurance matters; investment product engineering, namely, design and development of convertible bonds and financial products of UCITSSECTION 71 - CANCELLED
042Research and development of new products for others; technical project studies, namely, conducting of feasibility studies in the field of new technologies; development, updating and maintenance of financial database systems; industrial analysis and research in the field of computer hardware and software for use in the field of finances; design and rental of computer hardware and software for operating financial databases; design, development, installation, maintenance, updating or rental of software; computer system design; computer programming; technical support services, namely, troubleshooting technical problems with business-oriented data processing systems; authentication in the field of works of artSECTION 71 - CANCELLED

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
May 12, 2024DENCNOTIFICATION OF EFFECT OF CANCELLATION OF INTL REG E-MAILED
May 12, 2024DENANOTIFICATION OF EFFECT OF CANCELLATION OF INTL REG E-MAILED
May 12, 2024DETHDEATH OF INTERNATIONAL REGISTRATION
Oct 21, 2023ADCHCHANGE OF NAME/ADDRESS REC'D FROM IB
Sep 30, 2023NREPNEW REPRESENTATIVE AT IB RECEIVED
Apr 12, 2023INNTTOTAL INVALIDATION PROCESSED BY THE IB
Mar 21, 2023INTSTOTAL INVALIDATION OF REG EXT PROTECTION SENT TO IB
Mar 21, 2023INPCINVALIDATION PROCESSED
Feb 3, 2023INTRTOTAL INVALIDATION OF REG EXT PROTECTION CREATED
Jun 3, 2022C71TCANCELLED SECTION 71
Nov 17, 2020REM3COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED
Jul 15, 2016FINOFINAL DECISION TRANSACTION PROCESSED BY IB
May 23, 2016FICSFINAL DISPOSITION NOTICE SENT TO IB
May 23, 2016FIMPFINAL DISPOSITION PROCESSED
Feb 26, 2016NREPNEW REPRESENTATIVE AT IB RECEIVED
Feb 17, 2016FICRFINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB
Nov 17, 2015R.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 2, 2015OPNXNOTIFICATION OF POSSIBLE OPPOSITION - PROCESSED BY IB
Sep 16, 2015OPNSNOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
Sep 16, 2015OPNRNOTIFICATION OF POSSIBLE OPPOSITION CREATED, TO BE SENT TO IB
Sep 1, 2015NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Sep 1, 2015PUBOPUBLISHED 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, 2015GPNXNOTIFICATION PROCESSED BY IB
Aug 12, 2015OPNSNOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB
Aug 12, 2015OP2RNOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB
Aug 12, 2015NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Jul 30, 2015PREVLAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 30, 2015CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER
Jul 30, 2015XAECEXAMINER'S AMENDMENT ENTERED
Jul 30, 2015GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 30, 2015GNEAEXAMINERS AMENDMENT E-MAILED
Jul 30, 2015CNEAEXAMINERS AMENDMENT -WRITTEN
Jul 13, 2015ZZZXPREVIOUS ALLOWANCE COUNT WITHDRAWN
Jul 7, 2015PBCRWITHDRAWN FROM PUB - OG REVIEW QUERY
Jun 20, 2015PREVLAW OFFICE PUBLICATION REVIEW COMPLETED
Jun 18, 2015ALIEASSIGNED TO LIE
Jun 8, 2015ALIEASSIGNED TO LIE
May 19, 2015CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER
May 19, 2015XAECEXAMINER'S AMENDMENT ENTERED
May 19, 2015GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
May 19, 2015GNEAEXAMINERS AMENDMENT E-MAILED
May 19, 2015CNEAEXAMINERS AMENDMENT -WRITTEN
May 12, 2015LIMELIMITATION FROM THE IB - REQUEST EXAM REVIEW
Apr 9, 2015LIMGLIMITATION OF GOODS RECEIVED FROM IB
Dec 4, 2014GNFNNOTIFICATION OF FINAL REFUSAL EMAILED
Dec 4, 2014GNFRFINAL 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 4, 2014CNFRFINAL 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 12, 2014XAECEXAMINER'S AMENDMENT ENTERED
Nov 12, 2014GNENNOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Nov 12, 2014GNEAEXAMINERS AMENDMENT E-MAILED
Nov 12, 2014CNEAEXAMINERS AMENDMENT -WRITTEN
Oct 20, 2014TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Oct 20, 2014CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 20, 2014TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Oct 19, 2014ARAAATTORNEY/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.
Oct 19, 2014REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
May 8, 2014RFNTREFUSAL PROCESSED BY IB
Apr 23, 2014RFCSNON-FINAL ACTION MAILED - REFUSAL SENT TO IB
Apr 23, 2014RFRRREFUSAL PROCESSED BY MPU
Apr 23, 2014RFCRNON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW
Apr 22, 2014CNRTNON-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.
Apr 16, 2014MAFRAPPLICATION FILING RECEIPT MAILED
Apr 12, 2014DOCKASSIGNED TO EXAMINER
Apr 12, 2014NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 10, 2014REPRSN ASSIGNED FOR SECT 66A APPL FROM IB

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