PUM1
OFFICE ACTION ISSUED POU1
05/21/2026
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Official data from USPTO
THE INSTITUTE OF ASSET MANAGEMENT
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE INSTITUTE OF ASSET MANAGEMENT
ST13
US500000086640827Class
16, 35, 36, 39, 41
Filing
86640827
Registration
4975094
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
35
Latest update
05/22/2026
Trademark type
Word
Nice classes
16, 35, 36, 39, 41
Filing date
05/26/2015
Registration date
06/07/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
05/31/2023
Last transaction
05/22/2026
Responsible office
United States Patent and Trademark Office
Status code
704
Official register
Supplemental Register
Filing basis
Intent to use, Foreign priority
Drawing code
4
Owner type
99
Owner location
Bristol, GB
Examiner
SOMERVILLE, ARETHA CHARESE
Law office
L70
Holders and representatives
Holders
The Institute of Asset Management
The Institute of Asset Management
Representatives
Randy Michels Trust Tree Legal, P.C.
Technical classification
Nice Classes
Class 16Class 35Class 36Class 39Class 41
Vienna Codes
No Vienna codes available.
Goods and services
Class 16
Printed matterguides for knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; publicationsguides for knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; books featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; brochures featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; leaflets featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; training manuals featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; training manuals featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; magazines featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; newsletters featuring knowledge understanding training and good practice relating to asset managementbeing the coordinated activity of an organization to realize value from assets; calendars and diaries; stationery
Class 35
Business information and consultancy services; business management consultancy; provision of business advice to businesses; business appraisals; business research; compilation and provision of business or trade information; buying goods on behalf of businesses; business advicebusiness information and consultancy provided for business and professionals; providing business advice relating to education and training schemes; promoting collaboration within universities and research organisations to achieve advances in the field of asset management where asset management is defined as the coordinated activity of an organization to realize value from assets
Class 36
financial asset management; providing advice relating to financial matters; consultancy and advisory services in the field of financial asset management
Class 39
Delivery of examinations
Class 41
Educational services provided by an educational instituteorganizing symposiums in the field of asset management where asset management is defined as the coordinated activity of an organization to realize value from assets; organisation of lectures in the field of asset management where asset management is defined as the coordinated activity of an organization to realize value from assets; organization of social entertainment events; face to face training in the field of asset management where asset management is defined as the coordinated activity of an organization to realize value from assets; education servicesproviding online training and distance learning training in the field of asset management where asset management is defined as the coordinated activity of an organization to realize value from assets; online training courses in the field of professional development; organisation of educational examination services
Publications
History of USPTO decisions and trademark events.
35 publications found
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/20/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
04/28/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/08/2025
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05/31/2023
8.PR
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED
05/31/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/31/2023
ES8R
TEAS SECTION 8 RECEIVED
11/29/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
06/07/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/08/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/08/2019
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
06/07/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
05/02/2016
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
04/25/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
04/25/2016
ALIE
ASSIGNED TO LIE
04/25/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
04/25/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
04/25/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
04/25/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/15/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/14/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/14/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/08/2016
GNRT
NON-FINAL ACTION E-MAILED
01/08/2016
CNRT
NON-FINAL ACTION WRITTEN
01/08/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/30/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/30/2015
ALIE
ASSIGNED TO LIE
11/23/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/03/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/21/2015
GNRT
NON-FINAL ACTION E-MAILED
09/21/2015
CNRT
NON-FINAL ACTION WRITTEN
09/21/2015
DOCK
ASSIGNED TO EXAMINER
09/06/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/01/2015
NWAP
NEW APPLICATION ENTERED
05/29/2015
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