BUY THE MANAGER, NOT THE FUND Trademark

Trademark Overview

On Thursday, May 3, 2007, a trademark application was filed for BUY THE MANAGER, NOT THE FUND with the United States Patent and Trademark Office. The USPTO has given the BUY THE MANAGER, NOT THE FUND trademark a serial number of 77171628. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, February 9, 2018. This trademark is owned by Adviser Investment Management, Inc.. The BUY THE MANAGER, NOT THE FUND trademark is filed in the Insurance & Financial Services category with the following description:

Investment management services
buy the manager, not the fund

General Information

Serial Number77171628
Word MarkBUY THE MANAGER, NOT THE FUND
Filing DateThursday, May 3, 2007
Status800 - REGISTERED AND RENEWED
Status DateFriday, February 9, 2018
Registration Number3371954
Registration DateTuesday, January 22, 2008
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 6, 2007

Trademark Statements

Goods and ServicesInvestment management services
Amendment to a Registration/Renewal CertificateIssue New Certificate to: RWA WEALTH PARTNERS, LLC, 85 WELLS AVENUE, SUITE 109 NEWTON MASSACHUSETTS 02459.
Certificate of Correction for RegistrationIn the statement, column 1, line 1, "Adviser Investment Management", should be deleted and Adviser Investment Management, Inc., should be inserted.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 7, 2007
Primary Code036
First Use Anywhere DateThursday, April 4, 2002
First Use In Commerce DateThursday, April 4, 2002

Trademark Owner History

Party NameRWA WEALTH PARTNERS LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEWTON 02459
US
Party NameADVISER INVESTMENTS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEWTON, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNewton, MA 02459
Party NameAdviser Investment Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNewton, MA 02459

Trademark Events

Event DateEvent Description
Monday, May 7, 2007NEW APPLICATION ENTERED
Friday, August 17, 2007ASSIGNED TO EXAMINER
Monday, September 3, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 3, 2007ASSIGNED TO LIE
Wednesday, October 3, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 17, 2007NOTICE OF PUBLICATION
Tuesday, November 6, 2007PUBLISHED FOR OPPOSITION
Tuesday, January 22, 2008REGISTERED-PRINCIPAL REGISTER
Wednesday, July 16, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 16, 2014TEAS SECTION 8 & 15 RECEIVED
Friday, August 1, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 1, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, August 1, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, August 11, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Sunday, January 22, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, November 20, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 20, 2017TEAS SECTION 7 REQUEST RECEIVED
Wednesday, December 20, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, December 21, 2017POST REGISTRATION ACTION MAILED - SEC. 7
Tuesday, January 9, 2018TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Friday, January 19, 2018CORRECTION UNDER SECTION 7 - PROCESSED
Friday, January 19, 2018TEAS SECTION 8 & 9 RECEIVED
Friday, February 9, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, February 9, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, February 9, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, February 9, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, May 2, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, November 20, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, February 25, 2025TEAS SECTION 7 REQUEST RECEIVED
Tuesday, July 15, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 22, 2025POST REGISTRATION ACTION MAILED - SEC. 7
Thursday, October 9, 2025TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, October 29, 2025NEW CERTIFICATE UNDER SECTION 7 - PROCESSED
Tuesday, November 18, 2025NOTICE OF UPDATED REGISTRATION CONFIRMATION EMAILED

Related Keywords

fund manager services management investment