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Official data from USPTO

SECTOR SELECT

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

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

SECTOR SELECT

ST13

US500000087048426

Class

36

Filing

87048426

Registration

5541523

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

37

Latest update

03/29/2025

Trademark type

Word

Nice classes

36

Filing date

05/24/2016

Registration date

08/14/2018

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

03/28/2025

Last transaction

03/29/2025

Responsible office

United States Patent and Trademark Office

Status code

701

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

12/31/2016

First use in commerce

12/31/2016

Drawing code

4

Owner type

16

Owner location

NEW YORK, NY

Examiner

HELLMAN, ELI

Current location

Historical data usage

Holders and representatives

Holders

S&P DOW JONES INDICES LLC
Wilbanks Smith & Thomas Asset Management

Representatives

Deborah K. Squiers Cowan, Liebowitz & Latman, P.C.

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Financial servicesinvestment adviceinvestment managementfunds investmentinvestment consultationfinancial planningfinancial analysisinvestment brokerage and investment of funds for others; financial serviceswealth management services; investment services in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesoptionsindices of financial securities; investment advice and management in the fields of financial securitiesstocksbondsmoney market fundsmutual fundscommoditiesfuturesoptionsindices of financial securities; financial investment analysis and stock research; financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes; providing information and analysis in the fields of financeeconomicsinvestmentbusinessfinancial planninginvestment strategy; providing portfolio management services; financial portfolio management services provided through use of proprietary quantitative softwarethe analysiscreationmanagementmonitoringaccounting and rebalancing of investment portfolios; financial portfolio management services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management services that uniquely combine asset class momentumadaptive trend following and capture and utilization of market anomalies to give an optimal risk adjusted performance profile; financial portfolio management services utilizing a rule-based model to combine asset class momentumadaptive trend following and capture and utilization of market anomalies in order to provide investors with upside value and downside protection

Publications

History of USPTO decisions and trademark events.

37 publications found

NAS8

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

03/28/2025

8.OK

REGISTERED - SEC. 8 (6-YR) ACCEPTED

03/28/2025

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

03/26/2025

ES8R

TEAS SECTION 8 RECEIVED

08/20/2024

REM1

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

08/14/2023

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

12/04/2019

REAP

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

12/04/2019

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

05/08/2019

R.PR

REGISTERED-PRINCIPAL REGISTER

08/14/2018

SUNA

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

07/10/2018

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

07/09/2018

DOCK

ASSIGNED TO EXAMINER

07/09/2018

SUPC

STATEMENT OF USE PROCESSING COMPLETE

06/26/2018

AITU

CASE ASSIGNED TO INTENT TO USE PARALEGAL

06/26/2018

IUAF

USE AMENDMENT FILED

06/06/2018

EISU

TEAS STATEMENT OF USE RECEIVED

06/06/2018

EXRA

NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

12/23/2017

EX1G

SOU EXTENSION 1 GRANTED

12/21/2017

EXT1

SOU EXTENSION 1 FILED

12/21/2017

EEXT

SOU TEAS EXTENSION RECEIVED

12/21/2017

NOAM

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

07/04/2017

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

05/09/2017

PUBO

PUBLISHED FOR OPPOSITION

05/09/2017

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

04/19/2017

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

03/31/2017

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/23/2017

ZZZX

PREVIOUS ALLOWANCE COUNT WITHDRAWN

03/23/2017

TEME

TEAS/EMAIL CORRESPONDENCE ENTERED

03/09/2017

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

03/09/2017

ALIE

ASSIGNED TO LIE

03/03/2017

TROA

TEAS RESPONSE TO OFFICE ACTION RECEIVED

02/20/2017

GNRN

NOTIFICATION OF NON-FINAL ACTION E-MAILED

09/02/2016

GNRT

NON-FINAL ACTION E-MAILED

09/02/2016

CNRT

NON-FINAL ACTION WRITTEN

09/02/2016

DOCK

ASSIGNED TO EXAMINER

08/31/2016

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

06/01/2016

NWAP

NEW APPLICATION ENTERED

05/27/2016

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