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Official data from USPTO

KOVITZ INVESTMENT GROUP

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

KOVITZ INVESTMENT GROUP

ST13

US500000085327480

Class

36

Filing

85327480

Registration

4087154

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

33

Latest update

10/02/2024

Trademark type

Word

Nice classes

36

Filing date

05/23/2011

Registration date

01/17/2012

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/31/2022

Last transaction

09/28/2024

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

10/01/2003

First use in commerce

10/01/2003

Drawing code

4

Owner type

16

Owner location

New York, NY

Examiner

SMIGA, HOWARD

Law office

L20

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Kovitz Investment Group Partners, LLC
KOVITZ INVESTMENT GROUP, LLC

Representatives

Lawrence J. Crain GREER, BURNS & CRAIN, LTD.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial investment servicesinvestment advice and investment management servicessecurities brokerage account services and investment brokerage servicesall in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesstock optionsindices of financial securities; Financial planning and financial portfolio management servicesmonitoring investment value and performance of investmentsanalyzing investment performanceevaluating asset allocationrisk tolerancefinancial alternative plans and investment time frames; providing information by electronic meansby phone and by online means in the field of investment account information and financial research; Annuity investment servicesproviding information and analysis in the fields of financeinvestmentfinancial planningfinancial investment strategy; consultancy relating to the aforesaid services

Publications

History of USPTO decisions and trademark events.

33 publications found

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

10/02/2024

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

09/24/2024

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

09/24/2024

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

09/24/2024

NA89

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

03/31/2022

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

03/31/2022

89AG

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

03/31/2022

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/29/2022

E89R

TEAS SECTION 8 & 9 RECEIVED

11/30/2021

REM2

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

01/17/2021

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

08/08/2018

NA85

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

07/02/2018

C15A

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

07/02/2018

EROP

TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED

06/07/2018

PR23

POST REGISTRATION ACTION MAILED - SEC. 8 & 15

01/02/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

12/28/2017

E815

TEAS SECTION 8 & 15 RECEIVED

12/21/2017

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

07/19/2017

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

01/17/2017

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

01/27/2016

R.PR

REGISTERED-PRINCIPAL REGISTER

01/17/2012

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

11/01/2011

PUBO

PUBLISHED FOR OPPOSITION

11/01/2011

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

09/23/2011

ALIE

ASSIGNED TO LIE

09/21/2011

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

09/08/2011

XAEC

EXAMINER'S AMENDMENT ENTERED

09/08/2011

GNEN

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

09/08/2011

GNEA

EXAMINERS AMENDMENT E-MAILED

09/08/2011

CNEA

EXAMINERS AMENDMENT -WRITTEN

09/08/2011

DOCK

ASSIGNED TO EXAMINER

09/08/2011

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/03/2011

NWAP

NEW APPLICATION ENTERED

05/26/2011

Continuous trademark protection

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