| Serial Number | 87872909 |
| Word Mark | BOOKWORM INVE$TMENT CLUB BUILD A STOCK PORTFOLIO |
| Filing Date | Wednesday, April 11, 2018 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 26, 2025 |
| Registration Number | 5777046 |
| Registration Date | Tuesday, June 11, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 25, 2018 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of the word "BOOKWORM" above a worm wearing glasses comprised of the letters "OO" and holding a book with the words "BUILD A STOCK PORTFOLIO" on the cover of the book. The words "INVESTMENT CLUB" are located to the right of the worm and the letter "S" in "INVESTMENT" is in the form of a dollar sign with two vertical lines. |
| Pseudo Mark | BUILD A STOCK PORTFOLIO |
| Goods and Services | Business training; Business training in the field of personal finance, financial trading and investment; Personal coaching services in the field of personal finance, financial trading and investment; Providing education courses in the field of personal finance, financial trading and investment offered through online, non-downloadable videos and instructor assistance; Providing group coaching in the field of personal finance, financial trading and investment; Providing on-line newsletters in the field of personal finance, financial trading and investment; Providing on-line training courses, seminars and workshops in the field of personal finance, financial trading and investment; Providing online newsletters in the field of personal finance, financial trading and investment via e-mail |
| NOT AVAILABLE | "INVESTMENT CLUB" AND "BUILD A STOCK PORTFOLIO" |
| Pseudo Mark | BOOKWORM INVESTMENT CLUB |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 26, 2025 |
| Primary Code | 041 |
| First Use Anywhere Date | Saturday, November 10, 2018 |
| First Use In Commerce Date | Wednesday, January 2, 2019 |
| Party Name | Bookworm Investment Club |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28202 |
| Party Name | Bookworm Investment Club |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28202 |
| Party Name | Bookworm Investment Club |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Charlotte, NC 28262 |
| Event Date | Event Description |
| Saturday, April 14, 2018 | NEW APPLICATION ENTERED |
| Friday, April 20, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, April 21, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, July 30, 2018 | ASSIGNED TO EXAMINER |
| Tuesday, August 7, 2018 | NON-FINAL ACTION WRITTEN |
| Tuesday, August 7, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 7, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, August 8, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, August 8, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 8, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, August 8, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, August 8, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, August 21, 2018 | ASSIGNED TO LIE |
| Wednesday, September 5, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 25, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 25, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, November 15, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, November 20, 2018 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, January 18, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, April 11, 2019 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, April 24, 2019 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Thursday, April 11, 2019 | USE AMENDMENT FILED |
| Wednesday, April 24, 2019 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, May 6, 2019 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, May 7, 2019 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 11, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 10, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 10, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, March 10, 2020 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Tuesday, March 10, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, May 13, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, May 14, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - INFORMATION MADE OF RECORD |
| Tuesday, June 11, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 26, 2025 | CANCELLED SEC. 8 (6-YR) |