ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
04/01/2026
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Official data from USPTO
IVY INVESTMENTS
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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
36
Latest update
04/02/2026
Trademark type
Combined
Nice classes
36
Filing date
01/15/2016
Registration date
11/01/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/02/2023
Last transaction
04/02/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
04/22/2016
First use in commerce
04/22/2016
Drawing code
3
Owner type
03
Owner location
PHILADELPHIA, PA, US
Examiner
FALK, JONATHAN ROBERT
Law office
M20
Current location
TMO LAW OFFICE 111
Mark description
The mark consists of an ivy leaf oriented with the top of the leaf pointing up and to the right. The word "IVY" appears to the right of the leaf in large, block letters, with the word "INVESTMENTS" appearing below in smaller font.
Holders and representatives
Holders
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.
MACQUARIE MANAGEMENT HOLDINGS, INC.
IVY DISTRIBUTORS, INC.
Ivy Funds Distributor, Inc.
Representatives
Jeffrey Mann McCarter & English, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
financial servicesinvestment management and administration of college savings plans; investment advisory services; investment of funds for others; investment management and distribution of shares of investment companies or other pooled investment vehiclesmutual fundsclosed end fundsvariable insurance funds; and European registered investment funds; providing information by means of a website in the field of investment and investment management ; and financial sponsorship of athletic competitions and sporting and entertainment events
Publications
History of USPTO decisions and trademark events.
36 publications found
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
01/26/2026
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/26/2026
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
01/26/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
01/26/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
11/01/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
02/02/2023
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
02/02/2023
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
02/02/2023
E815
TEAS SECTION 8 & 15 RECEIVED
07/15/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
11/01/2021
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/16/2021
CORV
REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
07/23/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
06/05/2020
R.PR
REGISTERED-PRINCIPAL REGISTER
11/01/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
09/28/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
09/27/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
09/08/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
09/07/2016
IUAF
USE AMENDMENT FILED
08/12/2016
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/12/2016
EISU
TEAS STATEMENT OF USE RECEIVED
08/12/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
08/02/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
06/07/2016
PUBO
PUBLISHED FOR OPPOSITION
06/07/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
05/18/2016
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
05/11/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
05/03/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
05/03/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/03/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
05/03/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/03/2016
DOCK
ASSIGNED TO EXAMINER
05/02/2016
MDSC
NOTICE OF DESIGN SEARCH CODE E-MAILED
01/20/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
01/19/2016
NWAP
NEW APPLICATION ENTERED
01/19/2016
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