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Drawing for INVESTOS

USPTO serial 98198404

INVESTOS

Reviewed by CopyMark Law Group

Reg. 7506360Status 700Registered
Filing date
Status date
Registration date
Sep 17, 2024
Examiner
MCMORROW, RONALD G
Law office
FILE REPOSITORY (FRANCONIA)

What this means

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. Calendar Section 8 between years five and six, and consider trademark monitoring.

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.

Need help with INVESTOS?

If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.

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Owner

Attorney of record

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

Trevor A. Caudle, Esq.

Trevor A. Caudle, Esq. TREVOR CAUDLE LAW PRACTICE, PC350 BAY STREET, #100-363SAN FRANCISCO, CA 94133United States

Goods and services

ClassDescriptionStatusFirst use
009Downloadable computer software, namely, a collection of financial software modules containing investment logic for financial portfolio construction, optimization, and rebalancing, research analytics, performance analytics, back-testing, and attribution, and risk analytics; downloadable computer software platforms for use by asset managers and financial institutions for constructing, optimizing, and rebalancing investment portfolios, performing and consuming financial investment portfolio analytics, back-testing and associated performance analytics of financial investment portfolios, portfolio performance attribution, and risk analytics; downloadable computer software platforms for use by asset managers and financial institutions for use in financial asset management, financial portfolio risk management, financial regulatory reporting, portfolio optimization, financial portfolio management, financial portfolio construction and financial portfolio performance assessment, analysis, reporting, risk management, and risk model constructionACTIVEJun 23, 2023

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 27, 2026ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
May 6, 2026ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Sep 17, 2024NRCCNOTICE OF REGISTRATION CONFIRMATION EMAILED—
Sep 17, 2024R.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 2, 2024NPUBOFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED—
Jul 2, 2024PUBOPUBLISHED 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.
Jun 12, 2024NONPNOTIFICATION OF NOTICE OF PUBLICATION E-MAILED—
May 28, 2024CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
May 23, 2024TEMETEAS/EMAIL CORRESPONDENCE ENTERED—
May 23, 2024CRFACORRESPONDENCE RECEIVED IN LAW OFFICE—
May 23, 2024TROATEAS 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.
May 23, 2024TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
May 23, 2024ARAAATTORNEY/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.
May 23, 2024REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
May 22, 2024GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
May 22, 2024GNRTNON-FINAL ACTION E-MAILEDA 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.
May 22, 2024CNRTNON-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.
May 18, 2024DOCKASSIGNED TO EXAMINER—
Oct 11, 2023NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED—
Sep 29, 2023NWAPNEW APPLICATION ENTERED—

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