INVESTOR'S RESOURCE YOUR TRUSTED PARTNER FOR LIFE - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 85658711
Serial Number
85658711
Registration Number
4362372
Word Mark
INVESTOR'S RESOURCE YOUR TRUSTED PARTNER FOR LIFE
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2019-08-05
Filing Date
2012-06-22
Registration Number
4362372
Registration Date
2013-07-02
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s) Typeset
Design Searches
071107, 261321 - Roads, streets, intersections, highways with lines or dividers. Quadrilaterals that are completely or partially shaded.
Published for Opposition Date
2012-12-18
Attorney Name
Frank M. Caprio
Law Office Assigned Location Code
M80
Employee Name
MEYERS, MORGAN LAURA
Statements
Indication of Colors claimed
The color(s) gray, blue, white and black is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text
"INVESTOR'S RESOURCE"
Description of Mark
The mark consists of a quadrilateral on the left containing an image of a white two-lane road with a blue median, with gray shading to the left of the image and black shading to the right of the image. To the right of this image, are the words, "INVESTOR'S RESOURCE," with the word "INVESTOR'S" in black lettering and the word, "RESOURCE" underneath in gray lettering. The words, "YOUR TRUSTED PARTNER FOR LIFE" in gray lettering are written below that wording and in smaller letters.
Goods and Services
Financial advice and consultancy services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advice; providing a website featuring personal financial information and financial advice; retirement planning services, namely, financial planning for retirement; estate planning services; insurance services, namely, insurance agency and brokerage; consulting and information concerning insurance
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-06-29
Primary Code
036
First Use Anywhere Date
2012-08-01
First Use In Commerce Date
2012-08-01
Current Trademark Owners
Party Name
SMB INVESTMENTS, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
SMB INVESTMENTS, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Investment Management and Consulting, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Investment Management and Consulting, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Investment Management and Consulting, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
FRANK M. CAPRIO
Address
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Prior Registrations
Relationship TypeReel Number
Prior Registration4068980
Trademark Events
Event DateEvent Description
2012-06-26NEW APPLICATION ENTERED IN TRAM
2012-06-29NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2012-06-30NOTICE OF DESIGN SEARCH CODE MAILED
2012-10-11ASSIGNED TO EXAMINER
2012-10-25EXAMINERS AMENDMENT -WRITTEN
2012-10-25EXAMINER'S AMENDMENT ENTERED
2012-10-26EXAMINER'S AMENDMENT MAILED
2012-10-26APPROVED FOR PUB - PRINCIPAL REGISTER
2012-11-13ASSIGNED TO LIE
2012-11-15LAW OFFICE PUBLICATION REVIEW COMPLETED
2012-11-28NOTICE OF PUBLICATION
2012-12-18PUBLISHED FOR OPPOSITION
2013-02-12NOA MAILED - SOU REQUIRED FROM APPLICANT
2013-04-02TEAS STATEMENT OF USE RECEIVED
2013-04-29CASE ASSIGNED TO INTENT TO USE PARALEGAL
2013-04-02USE AMENDMENT FILED
2013-04-29STATEMENT OF USE PROCESSING COMPLETE
2013-05-20ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2013-05-24LAW OFFICE REGISTRATION REVIEW COMPLETED
2013-05-25NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
2013-07-02REGISTERED-PRINCIPAL REGISTER
2016-07-20AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2019-06-19TEAS SECTION 8 & 15 RECEIVED
2019-08-05CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2019-08-05REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2019-08-05NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED