KOVITZ INVESTMENT GROUP INTRINSIC VALUES - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
85935448
Registration Number
4484065
Word Mark
KOVITZ INVESTMENT GROUP INTRINSIC VALUES
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2019-09-24
Filing Date
2013-05-17
Registration Number
4484065
Registration Date
2014-02-18
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
031507, 261713 - Owls. Letters or words underlined and/or overlined by one or more strokes or lines.
Published for Opposition Date
2013-10-29
Attorney Name
Law Office Assigned Location Code
N10
Employee Name
EVANKO, PATRICIA MALES
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"INVESTMENT GROUP" AND "INTRINSIC VALUES"
Description of Mark
The mark consists of the underlined wording "KOVITZ INVESTMENT GROUP" in capital letters above the stylized italic wording "INTRINSIC VALUES" and a design of a stylized owl
Goods and Services
financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, private funds, commodities, futures, stock options, and indices of financial securities; financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; financial and investment consultancy services
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
2013-05-30
Primary Code
036
First Use Anywhere Date
2013-05-15
First Use In Commerce Date
2013-05-15
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Kovitz Investment Group, LLC
Address
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Prior Registrations
Relationship Type | Reel Number |
Prior Registration | 3528598 |
Prior Registration | 4087154 |
Prior Registration | 4087183 |
Prior Registration | 4195911 |
Trademark Events
Event Date | Event Description |
2013-05-21 | NEW APPLICATION ENTERED IN TRAM |
2013-05-30 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2013-05-31 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
2013-09-05 | ASSIGNED TO EXAMINER |
2013-09-10 | EXAMINERS AMENDMENT -WRITTEN |
2013-09-10 | EXAMINERS AMENDMENT E-MAILED |
2013-09-10 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2013-09-10 | EXAMINER'S AMENDMENT ENTERED |
2013-09-10 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2013-09-11 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
2013-09-11 | EXAMINERS AMENDMENT -WRITTEN |
2013-09-11 | EXAMINERS AMENDMENT E-MAILED |
2013-09-11 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2013-09-11 | EXAMINER'S AMENDMENT ENTERED |
2013-09-11 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2013-09-24 | ASSIGNED TO LIE |
2013-09-25 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2013-10-09 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2013-10-29 | PUBLISHED FOR OPPOSITION |
2013-10-29 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2013-11-27 | EXTENSION OF TIME TO OPPOSE RECEIVED |
2014-01-13 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
2014-02-18 | REGISTERED-PRINCIPAL REGISTER |
2016-01-27 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
2017-07-19 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
2018-08-08 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
2019-02-18 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2019-08-16 | TEAS SECTION 8 & 15 RECEIVED |
2019-08-16 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2019-09-24 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2019-09-24 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
2019-09-24 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |