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Official data from USPTO

INVESTMARK

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

INVESTMARK

ST13

US500000078671540

Class

36

Filing

78671540

Registration

3198212

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

34

Latest update

05/19/2026

Trademark type

Word

Nice classes

36

Filing date

07/15/2005

Registration date

01/16/2007

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

04/26/2026

Last transaction

05/19/2026

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

06/19/1988

First use in commerce

06/19/1988

Drawing code

4

Owner type

16

Owner location

Shelton, CT, US

Examiner

KHOURI, SANI PHILIPPE

Current location

PUBLICATION AND ISSUE SECTION

Holders and representatives

Holders

INVESTMARK ADVISORY GROUP LLC
IAG, LLC
CHRISTIE, NICHOLAS T
INVESTMARK, LLC
INVESTMARK, LLC
GACHI, MATTHEW
BOWMAN, DREW
KUSICK, MICHAEL

Representatives

Kathryn E. Diehm Rucci Law Group, LLC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial and wealth management services in the nature of financial planning

Publications

History of USPTO decisions and trademark events.

34 publications found

NA89

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

04/26/2026

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

04/26/2026

89AG

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

04/26/2026

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

04/26/2026

E89R

TEAS SECTION 8 & 9 RECEIVED

02/19/2026

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/16/2026

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

03/01/2017

NA89

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

02/11/2017

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

02/11/2017

89AG

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

02/11/2017

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

02/11/2017

E89R

TEAS SECTION 8 & 9 RECEIVED

12/09/2016

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

01/16/2016

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

07/12/2013

C15A

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

07/12/2013

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

07/11/2013

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/26/2013

E815

TEAS SECTION 8 & 15 RECEIVED

06/25/2013

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

06/19/2013

R.PR

REGISTERED-PRINCIPAL REGISTER

01/16/2007

CHAN

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

11/17/2006

COAR

TEAS CHANGE OF OWNER ADDRESS RECEIVED

11/17/2006

PUBO

PUBLISHED FOR OPPOSITION

10/31/2006

NPUB

NOTICE OF PUBLICATION

10/11/2006

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

09/18/2006

ALIE

ASSIGNED TO LIE

09/15/2006

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

08/31/2006

ACEC

AMENDMENT FROM APPLICANT ENTERED

08/04/2006

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

07/19/2006

MAIL

PAPER RECEIVED

07/19/2006

CNRT

NON-FINAL ACTION MAILED

02/09/2006

CNRT

NON-FINAL ACTION WRITTEN

02/09/2006

DOCK

ASSIGNED TO EXAMINER

02/03/2006

NWAP

NEW APPLICATION ENTERED

07/21/2005

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