A DECIDEDLY HUMAN APPROACH TO INVESTING Trademark
Trademark Overview
On Monday, August 21, 2023, a trademark application was filed for A DECIDEDLY HUMAN APPROACH TO INVESTING with the United States Patent and Trademark Office. The USPTO has given the A DECIDEDLY HUMAN APPROACH TO INVESTING trademark a serial number of 98141981. The federal status of this trademark filing is REGISTERED as of Tuesday, April 29, 2025. This trademark is owned by Ballentine Partners, LLC. The A DECIDEDLY HUMAN APPROACH TO INVESTING trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate
General Information
| Serial Number | 98141981 |
| Word Mark | A DECIDEDLY HUMAN APPROACH TO INVESTING |
| Filing Date | Monday, August 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, April 29, 2025 |
| Registration Number | 7780005 |
| Registration Date | Tuesday, April 29, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, June 4, 2024 |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Investment consultation in the fields of private and public investment, investment portfolio design, investment manager due diligence and selection, risk management, tax planning, family and business continuity, philanthropy, cash management, estate planning, and real estate |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, September 19, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, January 13, 2025 |
| First Use In Commerce Date | Monday, January 13, 2025 |
Trademark Owner History
| Party Name | Ballentine Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02451 |
| Party Name | Ballentine Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02451 |
| Party Name | Ballentine Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Waltham, MA 02451 |
Trademark Events
| Event Date | Event Description |
| Friday, August 25, 2023 | NEW APPLICATION ENTERED |
| Tuesday, September 19, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 19, 2024 | ASSIGNED TO EXAMINER |
| Friday, April 26, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 15, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, June 4, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, June 4, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 30, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, January 23, 2025 | USE AMENDMENT FILED |
| Thursday, January 23, 2025 | SOU EXTENSION 1 FILED |
| Thursday, January 23, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Thursday, January 23, 2025 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, April 2, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, April 2, 2025 | SOU EXTENSION 1 GRANTED |
| Wednesday, April 2, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, April 3, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Saturday, April 5, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Saturday, April 5, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, April 29, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 29, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
