ACTIVE ACUMEN Trademark

Trademark Overview

On Monday, September 25, 2017, a trademark application was filed for ACTIVE ACUMEN with the United States Patent and Trademark Office. The USPTO has given the ACTIVE ACUMEN trademark a serial number of 87621275. The federal status of this trademark filing is REGISTERED as of Tuesday, May 14, 2019. This trademark is owned by Adviser Investment Management, Inc.. The ACTIVE ACUMEN trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services for individual investors, namely, establishing and managing a portfolio of passive Exchange Traded Funds that closely correlate with the composition and price behavior of a managed mutual fund portfolio
active acumen

General Information

Serial Number87621275
Word MarkACTIVE ACUMEN
Filing DateMonday, September 25, 2017
Status700 - REGISTERED
Status DateTuesday, May 14, 2019
Registration Number5752184
Registration DateTuesday, May 14, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 8, 2019

Trademark Statements

Goods and ServicesInvestment advisory services for individual investors, namely, establishing and managing a portfolio of passive Exchange Traded Funds that closely correlate with the composition and price behavior of a managed mutual fund portfolio
NOT AVAILABLE"ACTIVE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 29, 2017
Primary Code036
First Use Anywhere DateThursday, February 28, 2019
First Use In Commerce DateThursday, February 28, 2019

Trademark Owner History

Party NameADVISER INVESTMENTS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02459
Party NameADVISER INVESTMENTS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02459
Party NameADVISER INVESTMENTS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459

Trademark Events

Event DateEvent Description
Friday, September 29, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, September 28, 2017NEW APPLICATION ENTERED
Sunday, December 31, 2017ASSIGNED TO EXAMINER
Sunday, December 31, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, December 31, 2017NON-FINAL ACTION E-MAILED
Sunday, December 31, 2017NON-FINAL ACTION WRITTEN
Tuesday, March 20, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 20, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 21, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, May 2, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, May 7, 2018ASSIGNED TO EXAMINER
Sunday, May 27, 2018NON-FINAL ACTION WRITTEN
Sunday, May 27, 2018NON-FINAL ACTION E-MAILED
Sunday, May 27, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, October 11, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 12, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 9, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 12, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 12, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 13, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 9, 2018FINAL REFUSAL WRITTEN
Monday, July 9, 2018FINAL REFUSAL E-MAILED
Monday, July 9, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, October 11, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, January 8, 2019OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Thursday, March 14, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, March 14, 2019USE AMENDMENT FILED
Saturday, March 30, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Saturday, March 30, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, April 8, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, April 9, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 14, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, May 14, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, December 19, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, January 8, 2019PUBLISHED FOR OPPOSITION
Tuesday, March 5, 2019NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Related Keywords

acumen active portfolio correlate closely funds composition price fund mutual managed behavior