TAX-INDIVIDUALIZED INVESTING
Live / Registered — Registered (as of 27 Jan 2026)
What this means for you
Registered since 27 Jan 2026. 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 27 Jan 2032: the §8 declaration of use).
Record
- Serial number
- 98947996
- Registration number
- 8120947
- Mark type
- Word mark
- Filed
- 09 Jan 2025
- Registered
- 27 Jan 2026
- Next maintenance filing
- §8 declaration of use, due by 27 Jan 2032 (grace period to 27 Jul 2032)
- Attorney of record
- Elizabeth P. West
Goods and services
- Class 036 — Insurance and financial services: Investment management services, namely building customized individual portfolios that take into account an individual portfolio's unique tax profile to maximize after-tax returns through investment in fixed income securities within separately managed accounts on behalf of registered investment advisors
Owner
- GoldenX Company, Winchester, MA
- GoldenX Company, Winchester, MA
Prosecution history
- 27 Jan 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
- 27 Jan 2026 — REGISTERED-SUPPLEMENTAL REGISTER
- 06 Jan 2026 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 06 Jan 2026 — USE AMENDMENT ACCEPTED
- 23 Dec 2025 — AMENDMENT TO USE PROCESSING COMPLETE
- 23 Dec 2025 — USE AMENDMENT FILED
- 23 Dec 2025 — TEAS AMENDMENT OF USE RECEIVED
- 23 Dec 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 23 Sept 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 23 Sept 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 23 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 23 Jun 2025 — NON-FINAL ACTION E-MAILED
- 23 Jun 2025 — NON-FINAL ACTION WRITTEN
- 18 Jun 2025 — ASSIGNED TO EXAMINER
- 08 Jun 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED