REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/20/2026
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Official data from USPTO
INSTITUTE FOR PRIVATE INVESTORS
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Active USPTO registrationType: CombinedOffice: United States
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
49
Latest update
03/21/2026
Trademark type
Combined
Nice classes
35, 36, 41
Filing date
10/07/2002
Registration date
03/20/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/23/2016
Last transaction
03/21/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
12/12/1994
First use in commerce
12/12/1994
Drawing code
3
Owner type
03
Owner location
NEW YORK, NY, US
Examiner
PHAM, LANA H
Law office
M60
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
INSTITUTE FOR PRIVATE INVESTORS, INC.
Charlotte Beyer Associates, Inc.
Representatives
INSTITUTE FOR PRIVATE INVESTORS, INC.
Technical classification
Nice Classes
Class 35Class 36Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
arranging and conducting business conferences in the field of private wealth management
Class 36
providing financial information to private investors via a web site related to private wealth managementproviding comparative information on asset allocationpost market commentary and performance updates; and providing an on-line computer database in the field of financial investments for private investors which allows users to search for investment advisors by one or more of several criterion
Class 41
arranging and conducting educational conferences and seminars in the field of private wealth management
Publications
History of USPTO decisions and trademark events.
49 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
12/23/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
12/23/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
12/23/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/21/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
10/11/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/11/2016
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
03/13/2013
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/13/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/13/2013
E815
TEAS SECTION 8 & 15 RECEIVED
02/25/2013
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/10/2010
R.PR
REGISTERED-PRINCIPAL REGISTER
03/20/2007
PUBO
PUBLISHED FOR OPPOSITION
01/02/2007
NPUB
NOTICE OF PUBLICATION
12/13/2006
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/28/2006
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/28/2006
DOCK
ASSIGNED TO EXAMINER
02/14/2006
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/29/2005
ALIE
ASSIGNED TO LIE
11/18/2005
CNEA
EXAMINERS AMENDMENT MAILED
11/15/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/14/2005
XAEC
EXAMINER'S AMENDMENT ENTERED
11/14/2005
CNEA
EXAMINERS AMENDMENT -WRITTEN
11/14/2005
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
10/26/2005
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
10/11/2005
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/22/2005
ALIE
ASSIGNED TO LIE
08/19/2005
CNEA
EXAMINERS AMENDMENT MAILED
08/15/2005
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/12/2005
XAEC
EXAMINER'S AMENDMENT ENTERED
08/12/2005
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/12/2005
ACEC
AMENDMENT FROM APPLICANT ENTERED
08/03/2005
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/26/2005
PAPER RECEIVED
07/26/2005
CNRT
NON-FINAL ACTION MAILED
01/25/2005
CNRT
NON-FINAL ACTION WRITTEN
01/25/2005
ACEC
AMENDMENT FROM APPLICANT ENTERED
11/19/2004
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
10/13/2004
PAPER RECEIVED
10/13/2004
CNRT
NON-FINAL ACTION MAILED
04/06/2004
DOCK
ASSIGNED TO EXAMINER
02/03/2004
DPCC
DIVISIONAL PROCESSING COMPLETE
01/09/2004
PAPER RECEIVED
11/21/2003
CFIT
CASE FILE IN TICRS
09/26/2003
PAPER RECEIVED
08/27/2003
DRRR
DIVISIONAL REQUEST RECEIVED
08/25/2003
CNRT
NON-FINAL ACTION MAILED
02/25/2003
DOCK
ASSIGNED TO EXAMINER
02/04/2003
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