TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
01/08/2026
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Official data from USPTO
TRULY INVESTED
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
TRULY INVESTED
ST13
US500000087911914Class
35, 36
Filing
87911914
Registration
5956459
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
01/09/2026
Trademark type
Word
Nice classes
35, 36
Filing date
05/08/2018
Registration date
01/07/2020
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
12/12/2025
Last transaction
01/09/2026
Responsible office
United States Patent and Trademark Office
Status code
702
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
2019-01-00
First use in commerce
2019-01-00
Drawing code
4
Owner type
03
Owner location
New York, NY
Examiner
BLACK,MILDRED ELIZABETH
Current location
Historical data usage
Holders and representatives
Holders
Capital Dynamics Inc.
Representatives
Catherine H. Stockell FISH & RICHARDSON P.C.
Technical classification
Nice Classes
Class 35Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 35
Business management services; business account management services; business risk management services; business consulting services; office functions related to funds managementrisk managementasset management and infrastructure managementmaintaining records of ownership of stocksshares and securitiespartnership interestsof settlements for transfers of stocksshares and securities; business administration services; accounting services related to funds managementrisk managementasset managementinfrastructure management; business information services related to funds managementrisk managementasset managementclean energy management and infrastructure management; business dataplanningorganization and management analysis services; business research services; electronic data management for others for use in funds managementrisk managementasset managementclean energy managementinfrastructure management; updating of electronic data in computer databases; data processing; business organization and management consultancy services; information and advice regarding the aforementioned services; business organization consulting services in the fields of private investment fundsprivate equity fundscredit funds and debt funds; business organization consulting services in the fields of clean energyinfrastructureprivate credit and structured products; business organization consulting services in the field of private equity financial investment; business management services in the fields of private investment fundsprivate equity fundscredit funds and debt funds; business management services in the fields of clean energyinfrastructureprivate credit and structured products
Class 36
Financial affairsfinancial informationstructuringmanagement and analysis services related to funds managementrisk managementasset managementclean energy management and infrastructure management; financial affairsfinancial informationstructuringmanagement and analysis services related to clean energyinfrastructureprivate credit and structured products; financial management services; financial funds managing services; financial risk management services; financial asset management services; financial servicesconducting and arranging financial transactions for third parties in the fields of private investmentsprivate equitycreditdebtclean energyinfrastructure and structured products; mutual funds advisory and investment services; analysisdevelopmentmonitoring and management of private investment fundsprivate equity fundscredit fundsdebt fundsbuyout funds; financial analysisdevelopmentmonitoring and management of investment portfolios; financial information services; financial analysis services; financial research services; monetary affairsfinancial informationstructuringmanagement and analysis services related to funds managementrisk managementasset managementclean energy management and infrastructure management; financial management servicesmanaging financial transactions for third parties in the fields of private investmentsprivate equitycreditdebtclean energyinfrastructure and structured products; financial investmentbrokeragerisk assessmentresearchadvisoryconsultationdevelopmentstructuringtransaction and management in the fields of private investment funds; private investment fund services; financial investment brokeragerisk assessmentresearchadvisoryconsultationdevelopmentstructuringtransaction and management in the fields of clean energyinfrastructureprivate credit and structured products; management of private equity funds; private equity fund investment services; financial services in the field of debt fund and credit fund services; financial and investment servicesmanagement and brokerage in the fields of private company debt; financial and investment servicesmanagement and brokerage in the fields of clean energyinfrastructureprivate credit and structured products; financial servicesstructuringoperation and management of private investment fundsprivate equity fundscredit funds and debt funds; financial operation of buyout funds
Publications
History of USPTO decisions and trademark events.
40 publications found
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
12/12/2025
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
12/12/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
12/12/2025
E815
TEAS SECTION 8 & 15 RECEIVED
09/08/2025
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
01/07/2025
R.PR
REGISTERED-PRINCIPAL REGISTER
01/07/2020
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
12/05/2019
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
12/04/2019
SUPC
STATEMENT OF USE PROCESSING COMPLETE
11/20/2019
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
11/20/2019
IUAF
USE AMENDMENT FILED
11/11/2019
EISU
TEAS STATEMENT OF USE RECEIVED
11/11/2019
EXRA
NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
08/07/2019
EX1G
SOU EXTENSION 1 GRANTED
08/05/2019
EXT1
SOU EXTENSION 1 FILED
08/05/2019
EEXT
SOU TEAS EXTENSION RECEIVED
08/05/2019
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
02/05/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/11/2018
PUBO
PUBLISHED FOR OPPOSITION
12/11/2018
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/21/2018
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
11/02/2018
ALIE
ASSIGNED TO LIE
11/02/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/19/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
10/19/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/19/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
10/19/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/19/2018
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
10/19/2018
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
10/16/2018
XAEC
EXAMINER'S AMENDMENT ENTERED
10/16/2018
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
10/16/2018
GNEA
EXAMINERS AMENDMENT E-MAILED
10/16/2018
CNEA
EXAMINERS AMENDMENT -WRITTEN
10/16/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/15/2018
GNRT
NON-FINAL ACTION E-MAILED
09/15/2018
CNRT
NON-FINAL ACTION WRITTEN
09/15/2018
DOCK
ASSIGNED TO EXAMINER
08/29/2018
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
05/17/2018
NWAP
NEW APPLICATION ENTERED
05/11/2018
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