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 FINAL REFUSAL - MAILED as of Wednesday, March 18, 2026. 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
berkeley investment advisors

General Information

Serial Number99265702
Word MarkBERKELEY INVESTMENT ADVISORS
Filing DateThursday, July 3, 2025
Status645 - FINAL REFUSAL - MAILED
Status DateWednesday, March 18, 2026
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

NOT AVAILABLE"INVESTMENT ADVISORS"
Goods and ServicesFinancial 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 3, 2025
Primary Code036
First Use Anywhere DateMonday, July 15, 2002
First Use In Commerce DateThursday, October 31, 2002

Trademark Owner History

Party NameBerkeley Investment Advisors
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94105
US

Trademark Events

Event DateEvent Description
Thursday, July 3, 2025NEW APPLICATION ENTERED
Thursday, July 3, 2025APPLICATION FILING RECEIPT MAILED
Friday, November 7, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, November 20, 2025ASSIGNED TO EXAMINER
Monday, November 24, 2025NON-FINAL ACTION WRITTEN
Monday, November 24, 2025NON-FINAL ACTION E-MAILED
Monday, November 24, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, February 17, 2026TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, February 17, 2026CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 17, 2026TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 18, 2026FINAL REFUSAL WRITTEN
Wednesday, March 18, 2026FINAL REFUSAL E-MAILED
Wednesday, March 18, 2026NOTIFICATION OF FINAL REFUSAL EMAILED

Related Keywords

advisors investment berkeley financial services finance field information providing investments others advice