Drawing for ACTUAL INVESTORS

USPTO serial 79291549

ACTUAL INVESTORS

Reviewed by CopyMark Law Group

Reg. 6504491Status 700Renewal
Filing date
Status date
Registration date
Oct 5, 2021
Examiner
EBAUGH, MICHAEL
Law office
PUBLICATION AND ISSUE SECTION

What this means

This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.

Status 700: Status 700 means the trademark is registered and active on the Principal Register. You have nationwide rights for the listed goods and services and may use ®. Section 8 maintenance is due between years five and six.

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Owner

Attorney of record

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

David J. Byer

David J. Byer K&L Gates LLPSuite 29001 Congress StreetBoston, MA 02114-2023

Goods and services

ClassDescriptionStatusFirst use
035Company administration in the nature of financial investment services; business management and operation of companies and other legal entities for others, namely, providing consultancy in the field of financial investments; accounting services; financial market research and studies in the nature of providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities marketACTIVE—
036Financial services, namely, financial investment advisory services; 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 investment savings plans; provision of saving account services; insurance brokerage, insurance claims administration; reinsurance underwriting; issue and administration of life insurance and annuity contracts; reinsurance underwriting of life insurance and annuity contracts of other licensed insurers; administration of investment accounts which fund the benefits underlying life insurance and annuity contracts; financial management and administration of pension funds; financial management and administration of collective investment schemes, open ended investment companies, unit trusts and mutual funds; provision of financial information in the field of collective investment schemes, open ended investment companies, unit trusts and mutual funds; financial management and administration of life funds; provision of financial information in the field of life funds; financial services, namely, provision of personal equity plans and investment savings accounts; financial management in the field of pensions and financial advisory services; financial management and advisory services; financial valuations, financial sponsorship of businesses, organizations, charities, authors, literary events, and individuals; structured investment and investment product management and financial advisory services; financial management services in the field of guaranteed investment and investment product management and financial advisory services; financial planning services, namely, creating personalized strategies for achieving personal independence in the nature of designing, developing, arranging and managing structured investments and investment products; economic, financial and investment analysis and research services in the nature of business equity analysis and research; financial services, namely, savings account and investment management consultancy services; administration of investment funds, investment products and investment services in the nature of financial administration of venture capital opportunities, mutual funds, stocks and bonds; financial and investment management, consultancy and advisory services for institutional clients, namely, 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; financial services, namely, personal financial planning; private portfolio investment management and advice services; provision of advice in the field of investment, financial forecasting, fund investment and pensions valuation services; investment risk management and analysis; investment advisory services; investment performance management and analysis; investment brokerage services; investment advisory services, namely, alternative investment management and advisory services; investment advisory services, namely, alternative structured investment management and advisory services; investment advisory services, namely, quantitative investment management and advisory services; financial services, namely, derivatives based investment management and advisory services; investment consultation in the field of financial derivatives; investment consultancy; share registrar services, namely, maintaining record of who owns securities issued by a company; financial transfer agent services rendered to issuers of investment securities; financial investment services, namely, administering the investment underwriting of securities; tax payment processing advisory services; financial advisory services relating to taxation, namely, tax strategy, risk management and governance of taxes, dealing with tax authorities and tax planning, investment risk analysis and financial risk analysis services; financial information services provided by access to a computer database; technology based financial portfolio management servicesACTIVE—
041Education, training, tuition and teaching services, namely, providing non-downloadable informational articles, videos, and webinars in the field of financial and investment matters; provision of seminars, conferences and symposiums on financial and investment mattersACTIVE—

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
Oct 5, 2026REM3COURTESY REMINDER - SEC. 71 (6-YR) E-MAILED—
Sep 10, 2026ADCHCHANGE OF NAME/ADDRESS REC'D FROM IB—
Feb 19, 2026NREPNEW REPRESENTATIVE AT IB RECEIVED—
Feb 19, 2026NREPNEW REPRESENTATIVE AT IB RECEIVED—
Feb 19, 2026NREPNEW REPRESENTATIVE AT IB RECEIVED—
Jun 25, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jun 25, 2025ECDRTEAS CHANGE OF DOMESTIC REPRESENTATIVES ADDRESS—
Jun 25, 2025ARAAATTORNEY/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.
Jun 25, 2025REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 25, 2025CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jun 25, 2025COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Feb 12, 2023NREPNEW REPRESENTATIVE AT IB RECEIVED—
Nov 11, 2022NREPNEW REPRESENTATIVE AT IB RECEIVED—
Apr 10, 2022FINOFINAL DECISION TRANSACTION PROCESSED BY IB—
Mar 22, 2022FICSFINAL DISPOSITION NOTICE SENT TO IB—
Mar 22, 2022FIMPFINAL DISPOSITION PROCESSED—
Jan 5, 2022FICRFINAL DISPOSITION NOTICE CREATED, TO BE SENT TO IB—
Oct 5, 2021R.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.
Jul 20, 2021NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Jul 20, 2021PUBOPUBLISHED 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.
Jul 18, 2021GPNXNOTIFICATION PROCESSED BY IB—
Jun 30, 2021OPNSNOTIFICATION OF POSSIBLE OPPOSITION SENT TO IB—
Jun 30, 2021OP2RNOTICE OF START OF OPPOSITION PERIOD CREATED, TO BE SENT TO IB—
Jun 30, 2021NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
Jun 17, 2021CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
Jun 16, 2021TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Jun 15, 2021CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Jun 15, 2021ERFRTEAS REQUEST FOR RECONSIDERATION RECEIVED—
May 17, 2021GNFNNOTIFICATION OF FINAL REFUSAL EMAILED—
May 17, 2021GNFRFINAL 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.
May 17, 2021CNFRFINAL 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.
Apr 21, 2021TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
Apr 20, 2021CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
Apr 20, 2021TROATEAS 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.
Feb 26, 2021NREPNEW REPRESENTATIVE AT IB RECEIVED—
Nov 14, 2020RFNTREFUSAL PROCESSED BY IB—
Oct 24, 2020RFCSNON-FINAL ACTION MAILED - REFUSAL SENT TO IB—
Oct 24, 2020RFRRREFUSAL PROCESSED BY MPU—
Oct 3, 2020RFCRNON-FINAL ACTION (IB REFUSAL) PREPARED FOR REVIEW—
Oct 2, 2020CNRTNON-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.
Sep 25, 2020DOCKASSIGNED TO EXAMINER—
Aug 18, 2020MAFRAPPLICATION FILING RECEIPT MAILED—
Aug 14, 2020NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Aug 13, 2020REPRSN ASSIGNED FOR SECT 66A APPL FROM IB—

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