| Serial Number | 97071958 |
| Word Mark | APERIO |
| Filing Date | Wednesday, October 13, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 3, 2023 |
| Registration Number | 6944853 |
| Registration Date | Tuesday, January 3, 2023 |
| Mark Drawing | 5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | Tuesday, August 23, 2022 |
| Description of Mark | The mark consists of the word "APERIO" in lower case stylized font. |
| Goods and Services | Financial investment services; financial portfolio analysis services; investment management services; asset management services; investment analysis and research services; investment advisory services; investment of funds for others; active tax management investment services; socially responsible investment services; environmental, social, and governance investment services; factor tilt investment services |
| 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 | Wednesday, November 3, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, September 30, 2021 |
| First Use In Commerce Date | Thursday, September 30, 2021 |
| Party Name | Aperio Group, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sausalito, CA 94965 |
| Party Name | Aperio Group, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sausalito, CA 94965 |
| Party Name | Aperio Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Sausalito, CA 94965 |
| Event Date | Event Description |
| Tuesday, January 3, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, January 3, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Friday, December 2, 2022 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, December 1, 2022 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, November 29, 2022 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, November 9, 2022 | USE AMENDMENT FILED |
| Tuesday, November 29, 2022 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, November 9, 2022 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 18, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 23, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 23, 2022 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 3, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 19, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, July 19, 2022 | ASSIGNED TO EXAMINER |
| Wednesday, November 3, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, October 16, 2021 | NEW APPLICATION ENTERED IN TRAM |