Kovitz Investment Group Capital Ideas Trademark Details
Word Mark | Kovitz Investment Group Capital Ideas |
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Status | Alive Registered 702 — Section 8 & 15-Accepted and Acknowledged |
Current Owner
Serial Number | 77237573 |
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Registration Number | 3528598 |
Status Date | Tuesday, December 3, 2013 |
Filing Date | Tuesday, December 3, 2013 |
Registration Date | Tuesday, November 4, 2008 |
Attorney | Lawrence J. Crain |
Correspondent
LAWRENCE J. CRAIN
GREER, BURNS & CRAIN, LTD.
SUITE 2500
300 SOUTH WACKER DRIVE
CHICAGO IL 60606
GREER, BURNS & CRAIN, LTD.
SUITE 2500
300 SOUTH WACKER DRIVE
CHICAGO IL 60606
Case File Statements
Indication of Colors | Color is not claimed as a feature of the mark. |
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Disclaimer with Predetermined Text | "Investment Group" |
Description of Mark | The mark consists of an owl located at the beginning of the mark, the standard letters for "KOVITZ INVESTMENT GROUP", and stylized letters for "CAPITAL IDEAS". |
Goods & Services | Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services |
Classifications
International Class Codes |
036
|
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Friday, July 27, 2007 |
First Use Anywhere | Sunday, September 30, 2007 |
First Use In Commerce | Sunday, September 30, 2007 |
Primary Code | 036 |
Trademark Timeline
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Jul 24 2007Trademark application filed with USPTO
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Jul 27 2007New Application Entered In Tram
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Jul 28 2007Notice of Design Search Code Mailed
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Sep 30 2007First use anywhere for the mark
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Sep 30 2007First use in commerce for the mark
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Oct 29 2007Assigned To Examiner
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Nov 05 2007Examiner's Amendment Entered
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Nov 05 2007Notification of Examiners Amendment E-Mailed
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Nov 05 2007Examiners Amendment E-Mailed
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Nov 05 2007Examiners Amendment -Written
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Nov 07 2007Approved For Pub - Principal Register
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Dec 14 2007Law Office Publication Review Completed
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Dec 14 2007Assigned To Lie
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Jan 02 2008Notice of Publication
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Jan 22 2008Published For Opposition
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Apr 15 2008Noa Mailed - Sou Required From Applicant
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Sep 17 2008Use Amendment Filed
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Sep 17 2008Extension 1 Filed
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Sep 17 2008Teas Extension Received
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Sep 17 2008Teas Statement of Use Received
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Sep 19 2008Statement of Use Processing Complete
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Sep 19 2008Extension 1 Granted
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Sep 19 2008Case Assigned To Intent To Use Paralegal
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Sep 30 2008Allowed Principal Register - Sou Accepted
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Oct 01 2008Law Office Registration Review Completed
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Nov 04 2008Registered-Principal Register
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Nov 04 2008Trademark officially registered with the USPTO
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Nov 21 2013Registered - Sec. 8 (6-Yr) & Sec. 15 Filed
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Nov 21 2013Teas Section 8 & 15 Received
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Dec 03 2013Notice of Acceptance of Sec. 8 & 15 - E-Mailed
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Dec 03 2013Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.
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Dec 03 2013Case Assigned To Post Registration Paralegal
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Jan 27 2016Assignment of Ownership Not Updated Automatically