NRCC
NOTICE OF REGISTRATION CONFIRMATION EMAILED
20/05/2025
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Dado oficial do USPTO
VALOR ASSET MANAGEMENT
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Active USPTO registrationTipo: VerbalEscritório: US
Snapshot rápido
VALOR ASSET MANAGEMENT
ST13
US500000098404520Classe
36
Pedido
98404520
Registro
7798382
Diagnóstico de risco e oportunidade
Leitura executiva para decisão de naming, protocolo e monitoramento.
Situação USPTO
Active USPTO registration
Tipo de processo
Pedido e registro
Eventos registrados
26
Atualização mais recente
20/05/2025
Classificação
Registrada
Tipo de marca
Verbal
Classes Nice
36
Data de depósito
13/02/2024
Data de registro
20/05/2025
Data de expiração
-
Ação recomendada
Execute uma análise de colidência completa e valide classes antes de qualquer protocolo ou investimento de marca.
Próximo passo
Esses são os detalhes do processo de registro. Mesmo assim, o monitoramento constante é o que garante tranquilidade de que o seu principal ativo continue protegido.
Dados completos do processo
Campos estruturados da autoridade responsável e do histórico oficial.
Data da situação
20/05/2025
Última transação
20/05/2025
Escritório responsável
United States Patent and Trademark Office
Código da situação
700
Cadastro oficial
Principal Register
Primeiro uso
03/08/2016
Primeiro uso no comércio
03/08/2016
Código do desenho
4
Tipo de titular
16
Localização do titular
CHESTER SPRINGS, PA, US
Examinador
GUARNIERI,GRACE K
Unidade examinadora
O30
Localização atual
FILE REPOSITORY (FRANCONIA)
Titulares e representantes
Titulares
VALOR ASSET MANAGEMENT, LLC
VALOR ASSET MANAGEMENT, LLC
Representantes
Valor Asset Management, LLC
Classificação técnica
Classes Nice
Classe 36
Códigos Vienna
Sem códigos Vienna disponíveis.
Produtos e serviços
Classe 36
Financial Servicesspecificallyinvestment advisory services and investment management services; Fiduciary Servicesspecificallyadvice relating to investment selection; Financial Asset Management Servicesspecificallya full serviceholisticTurnkey Asset Management Program (TAMP) offering services forfinancial portfolio managementfinancial risk tolerance assessmentfinancial asset allocationcustom financial investment models in the nature of investment advisory servicesbuyingsellingtrading of securities in investment accountsblock trading groups of investment accounts; Investment Advisory Servicesspecificallycustom investment model servicesa fully managedturnkey investment model program consisting of various customized investment models built to suit a specific risk tolerance or investment strategyfully diversifiedpartially diversified and/or equity only investment strategies that invest and trade in a variety of positionsstocksexchange traded funds (ETFs)mutual funds offered on the public securities markets in the United States and/or abroad in other publicly traded global securities markets; Asset Class Analysis and Research Servicesspecificallyfinancial research and analysis servicesdisseminated in the form of commentaryinsightsadvice on all asset classespositionspotential investment opportunities for inclusion in client accounts and custom investment modelsspecificallyfinancial research and analysis services disseminated in the form of commentaryinsightsadvice on the United Statesforeignand/or global economies and stock financial markets; Financial Professional Asset Management ServicesspecificallySubadvisor Services offering Turnkey Asset Management Program (TAMP) services for clients of financial professionalscommonly known as a Third-Party Asset Manager (TPAM) for acting as a full-serviceseparate third-party asset manageran Outsourced Chief Investment Officer for a financial professionala financial advisora financial planneran accountantan insurance agentan estate planning lawyer; Financial Professional Consulting Servicesspecificallyproviding guidancerecommendationsand/or advice to financial professionals disseminated in the form of commentaryinsightsadvice on various investment management topicsadvice related to investment selectionasset allocationasset management process and procedurefinancial markets and economic insightsbuyingselling and/or trading ideas without actual trading in any investment accounts for clients of the financial professionals to whom advice is provided; Financial Asset Class Analysis and Research Services; Financial Asset Management Services; Capital Investment Services; Custom Investment Model Services in the nature of investment advisory services; Fiduciary Servicesspecificallyfiduciary representative services; Financial Planning; Financial Professional Asset Management Services; Financial Professional Consulting Services; Financial Consultancy Services; Financial Management; Wealth Management services; Securities Option Strategies and Modelsincluding securities Options Trading and securities Options Research Services in the nature of financial research
Publicações
Histórico de despachos e eventos da marca no USPTO.
26 publicações encontradas
R.PR
REGISTERED-PRINCIPAL REGISTER
20/05/2025
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/04/2025
PUBO
PUBLISHED FOR OPPOSITION
01/04/2025
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
26/03/2025
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
07/03/2025
XAEC
EXAMINER'S AMENDMENT ENTERED
05/03/2025
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
05/03/2025
GNEA
EXAMINERS AMENDMENT E-MAILED
05/03/2025
CNEA
EXAMINERS AMENDMENT -WRITTEN
05/03/2025
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
24/02/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
29/01/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
29/01/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
29/01/2025
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
05/12/2024
GNFR
FINAL REFUSAL E-MAILED
05/12/2024
CNFR
FINAL REFUSAL WRITTEN
05/12/2024
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/11/2024
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/11/2024
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/11/2024
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
18/09/2024
GNRT
NON-FINAL ACTION E-MAILED
18/09/2024
CNRT
NON-FINAL ACTION WRITTEN
18/09/2024
DOCK
ASSIGNED TO EXAMINER
06/09/2024
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
15/06/2024
NWAP
NEW APPLICATION ENTERED
13/02/2024
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