USPTO serial 87545861
ZEO CAPITAL ADVISORS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 1, 2021
- Examiner
- BLACK, MILDRED ELIZABETH
- 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.
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Owner
OSTERWEIS CAPITAL MANAGEMENT, LLC
SAN FRANCISCO, CA, US
SAN FRANCISCO, CA, US
Oakland, CA, US
Oakland, CA, US
San Francisco, CA, US
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Marc E. Hankin
Marc E. Hankin HANKIN PATENT LAW, APC11414 Thurston CircleLos Angeles, CA 90049United StatesGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Advisory services relating to mutual funds; Financial advice; Financial advisory and consultancy services, namely, fixed income, alternative investment markets, low volatility, risk-managed solutions; Financial analysis and research services; Financial information and advisory services; Financial portfolio management; Investment advice; Investment advice in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Investment advisory services; Investment management in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Management of securities portfolios | ACTIVE | Apr 27, 2009 |
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 OSTERWEIS CAPITAL MANAGEMENT, LLC
- Other trademarks owned by INTENTIONALYSIS LLC
- Other trademarks owned by ZEO CAPITAL ADVISORS, LLC
- Other trademarks owned by ZEO CAPITAL ADVISORS, LLC
- Other trademarks owned by ZEO CAPITAL ADVISORS, LLC
- Other trademarks in Class 036
- Similar marks named ZEO CAPITAL ADVISORS
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Jun 1, 2026 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jul 17, 2025 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Oct 13, 2023 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Oct 13, 2023 | 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. |
| Oct 13, 2023 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Jul 20, 2022 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 1, 2021 | 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. |
| Apr 15, 2021 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 15, 2021 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 15, 2021 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Mar 16, 2021 | NPUB | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | — |
| Mar 16, 2021 | 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. |
| Feb 24, 2021 | NONP | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | — |
| Feb 8, 2021 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Feb 6, 2021 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 5, 2021 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 5, 2021 | ERSI | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED | — |
| Nov 18, 2020 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 8, 2020 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Nov 5, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| May 3, 2019 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 26, 2018 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Oct 26, 2018 | RCSC | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED | — |
| Apr 23, 2018 | GNS3 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED | — |
| Apr 23, 2018 | GNSL | LETTER OF SUSPENSION E-MAILED | — |
| Apr 23, 2018 | CNSL | SUSPENSION LETTER WRITTEN | — |
| Mar 28, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Mar 27, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Mar 27, 2018 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Oct 27, 2017 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-MAILED | A 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. |
| Oct 27, 2017 | GNRT | NON-FINAL ACTION E-MAILED | A 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. |
| Oct 27, 2017 | CNRT | NON-FINAL ACTION WRITTEN | A 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. |
| Oct 27, 2017 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 1, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jul 31, 2017 | NWAP | NEW APPLICATION ENTERED | — |