THE ULTIMATE INVESTING EQUATION

Live / Registered — Registered and renewed (as of 13 Jun 2025)

What this means for you

Registered since 17 Feb 2015. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 17 Feb 2035: the §8 & §9 renewal).

Record

Serial number
86301511
Registration number
4687722
Mark type
Slogan / phrase
Filed
05 Jun 2014
Published for opposition
02 Dec 2014
Registered
17 Feb 2015
Current term from
17 Feb 2025
Next maintenance filing
§8 & §9 renewal, due by 17 Feb 2035 (grace period to 17 Aug 2035)
Attorney of record
Sam Pierce

Goods and services

  • Class 036 — Insurance and financial services: Advice relating to investments; Capital investment consulting; Capital investment services; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial services, namely, loss mitigation services for under- or non-performing mortgage loans; Financial services, namely, mortgage planning; Mortgage refinancing; Providing information in the field of personal finance; Real estate investment services

Owner

Prosecution history

  • 01 Jul 2025 — NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED
  • 13 Jun 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Jun 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Jun 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 11 Jun 2025 — NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
  • 02 Jun 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Jan 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 12 Jan 2025 — TEAS SECTION 7 REQUEST RECEIVED
  • 17 Feb 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 22 Nov 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 08 Nov 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 27 Jun 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 27 Jun 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 27 Jun 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 17 Feb 2021 — TEAS SECTION 8 & 15 RECEIVED

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