USPTO serial 86734816
THE BRIDGE BETWEEN PROTECTION AND GROWTH
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Oct 25, 2016
- Examiner
- CASTRO, GIANCARLO
- Law office
- TMO LAW OFFICE 110
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.
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Owner
CLEVELAND, OH
Wilbanks Smith & Thomas Asset Management, LLC
Norfolk, VA
Other trademarks owned by Wilbanks Smith & Thomas Asset Management, LLC
Wilbanks Smith & Thomas Asset Management, LLC
Norfolk, VA
Other trademarks owned by Wilbanks Smith & Thomas Asset Management, LLC
Wilbanks Smith & Thomas Asset Management, LLC
Norfolk, VA
Other trademarks owned by Wilbanks Smith & Thomas Asset Management, LLC
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Mary Grace Gallagher
Mary Grace Gallagher Alston & Bird LLP1201 West Peachtree StreetAtlanta, GA 30309United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection | ACTIVE | Mar 16, 2016 |
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.
- Other trademarks owned by CLEARSTEAD ADVISORS, LLC
- Other trademarks owned by Wilbanks Smith & Thomas Asset Management, LLC
- Other trademarks owned by Wilbanks Smith & Thomas Asset Management, LLC
- Other trademarks owned by Wilbanks Smith & Thomas Asset Management, LLC
- Other trademarks in Class 036
- Similar marks named THE BRIDGE BETWEEN PROTECTION AND GROWTH
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 26, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| May 1, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 1, 2024 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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. |
| May 1, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 10, 2024 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 22, 2022 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Oct 22, 2022 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Oct 22, 2022 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 25, 2022 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Oct 25, 2021 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Oct 25, 2016 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your 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. |
| Sep 22, 2016 | SUNA | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED | — |
| Sep 21, 2016 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Sep 13, 2016 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Sep 13, 2016 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Aug 19, 2016 | IUAF | USE AMENDMENT FILED | — |
| Aug 19, 2016 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Mar 15, 2016 | NOAM | NOA E-MAILED - SOU REQUIRED FROM APPLICANT | A Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date. |
| Jan 19, 2016 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Jan 19, 2016 | PUBO | PUBLISHED FOR OPPOSITION | Your 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. |
| Dec 30, 2015 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Dec 9, 2015 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Dec 2, 2015 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 27, 2015 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Aug 27, 2015 | NWAP | NEW APPLICATION ENTERED | — |