BERKELEY INVESTMENT ADVISORS Trademark
Trademark Overview
On Thursday, July 3, 2025, a trademark application was filed for BERKELEY INVESTMENT ADVISORS with the United States Patent and Trademark Office. The USPTO has given the BERKELEY INVESTMENT ADVISORS trademark a serial number of 99265702. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Monday, November 24, 2025. This trademark is owned by Berkeley Investment Advisors. The BERKELEY INVESTMENT ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Real estate investment services; Securities trading and investing services for others via the internet; Providing information and research in the field of finance and financial investments; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
General Information
| Serial Number | 99265702 |
| Word Mark | BERKELEY INVESTMENT ADVISORS |
| Filing Date | Thursday, July 3, 2025 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Monday, November 24, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Real estate investment services; Securities trading and investing services for others via the internet; Providing information and research in the field of finance and financial investments; Financial planning and investment advisory services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement |
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 | Thursday, July 3, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 15, 2002 |
| First Use In Commerce Date | Thursday, October 31, 2002 |
Trademark Owner History
| Party Name | Berkeley Investment Advisors |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94105 |
Trademark Events
| Event Date | Event Description |
| Thursday, July 3, 2025 | NEW APPLICATION ENTERED |
| Thursday, July 3, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, November 7, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 20, 2025 | ASSIGNED TO EXAMINER |
| Monday, November 24, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, November 24, 2025 | NON-FINAL ACTION E-MAILED |
| Monday, November 24, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
