OWNERSHIP INTELLIGENCE

Live / Registered — Registered (as of 04 Apr 2023)

What this means for you

Registered since 04 Apr 2023. 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 04 Apr 2029: the §8 declaration of use).

Record

Serial number
97038996
Registration number
7015582
Mark type
Word mark
Filed
22 Sept 2021
Published for opposition
17 Jan 2023
Registered
04 Apr 2023
Next maintenance filing
§8 declaration of use, due by 04 Apr 2029 (grace period to 04 Oct 2029)
Attorney of record
Douglas R. Wolf

Goods and services

  • Class 035 — Advertising and business services: business consulting and advisory services, namely, providing business information and analysis to issuers of investment securities on investors who purchase, sell, or otherwise transact in such investment securities and business information and analysis of capital markets and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration
  • Class 036 — Insurance and financial services: financial consulting and advisory services, namely, investor communications and engagement services rendered to issuers of investment securities, excluding any pooled investment vehicle or investment company registered, or exempt from registration, and investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration; business consulting and advisory services, namely, providing financial information and analysis to issuers of investment securities on investors, capital markets, and credit markets, excluding any pooled investment vehicle or investment company registered, or exempt from registration; investment advisory services provided to any pooled investment vehicle or investment company registered, or exempt from registration
  • Class 045 — Legal and security services: regulatory compliance consulting in the field of stock ownership, tax, corporate governance, proxy solicitation, and escheatment

Owner

Prosecution history

  • 19 Mar 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 04 Apr 2023 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 04 Apr 2023 — REGISTERED-PRINCIPAL REGISTER
  • 20 Jan 2023 — ASSIGNED TO EXAMINER
  • 17 Jan 2023 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 17 Jan 2023 — PUBLISHED FOR OPPOSITION
  • 28 Dec 2022 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 14 Dec 2022 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 12 Dec 2022 — PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
  • 12 Dec 2022 — TEAS VOLUNTARY AMENDMENT RECEIVED
  • 14 Nov 2022 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 14 Nov 2022 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 14 Nov 2022 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 14 Jul 2022 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 14 Jul 2022 — NON-FINAL ACTION E-MAILED

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