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Official data from USPTO

INSTITUTE FOR PRIVATE INVESTORS

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

INSTITUTE FOR PRIVATE INVESTORS

ST13

US500000076976080

Class

38

Filing

76976080

Registration

2945765

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

38

Latest update

08/19/2025

Trademark type

Combined

Nice classes

38

Filing date

10/07/2002

Registration date

05/03/2005

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

07/29/2025

Last transaction

08/19/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

2001-09-00

First use in commerce

02/25/2003

Drawing code

3

Owner type

03

Owner location

New York, NY

Examiner

CLARK, GLENN

Current location

PUBLICATION AND ISSUE SECTION

Mark description

The mark consists in part of a stylized seashell.

Holders and representatives

Holders

INSTITUTE FOR PRIVATE INVESTORS, INC.
Charlotte Beyer Associates, Inc.

Representatives

Beth H. Alter SEWARD & KISSEL LLP

Technical classification

Nice Classes

Class 38

Vienna Codes

No Vienna codes available.

Goods and services

Class 38

providing on-line forums for transmission of messages among computer users concerning financial investments for private investorsa forum for advisors to voice views or advocate an asset allocation

Publications

History of USPTO decisions and trademark events.

38 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

07/29/2025

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

07/29/2025

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

07/29/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/29/2025

E89R

TEAS SECTION 8 & 9 RECEIVED

03/10/2025

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED

04/25/2015

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

04/25/2015

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

04/25/2015

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/25/2015

E89R

TEAS SECTION 8 & 9 RECEIVED

04/10/2015

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

04/20/2011

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/20/2011

E815

TEAS SECTION 8 & 15 RECEIVED

04/08/2011

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

02/10/2010

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

07/28/2006

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

07/28/2006

R.PR

REGISTERED-PRINCIPAL REGISTER

05/03/2005

PUBO

PUBLISHED FOR OPPOSITION

02/08/2005

NPUB

NOTICE OF PUBLICATION

01/19/2005

EXPT

EXPARTE APPEAL TERMINATED

12/14/2004

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

12/14/2004

ALIE

ASSIGNED TO LIE

11/01/2004

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

10/26/2004

ACEC

AMENDMENT FROM APPLICANT ENTERED

10/13/2004

MAIL

PAPER RECEIVED

09/23/2004

EXPI

EX PARTE APPEAL-INSTITUTED

09/23/2004

JURT

JURISDICTION RESTORED TO EXAMINING ATTORNEY

09/23/2004

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

09/13/2004

MAIL

PAPER RECEIVED

09/13/2004

CNFR

FINAL REFUSAL MAILED

03/16/2004

DOCK

ASSIGNED TO EXAMINER

02/03/2004

DPCC

DIVISIONAL PROCESSING COMPLETE

01/09/2004

MAIL

PAPER RECEIVED

11/21/2003

CFIT

CASE FILE IN TICRS

09/26/2003

MAIL

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

Continuous trademark protection

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