CAEE Trademark

Trademark Overview


On Wednesday, March 12, 2025, a trademark application was filed for CAEE with the United States Patent and Trademark Office. The USPTO has given the CAEE trademark a serial number of 99079298. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 12, 2025. This trademark is owned by Dale’s Solo Investors Podcast LLC. The CAEE trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Providing financial analysis, investment research, and market insights through proprietary indices and financial ratios; calculating, publishing, and licensing financial indices based on select groups of securities; offering financial consulting and advisory services related to index construction, market evaluation, and investment strategies; delivering financial information, including investment metrics, performance indicators, and valuation models to institutional and retail investors.

Providing, updating, and maintaining proprietary financial indices; compiling, analyzing, and classifying financial and market data for use in the creation of indices, ETFs, ETNs, and mutual funds; business data analysis relating to the performance of securities markets and selected groups of securities; delivering index-related analytics and performance metrics to financial institutions and market participants; preparing business reports and data visualizations based on financial indices and market trends.
caee

General Information


Serial Number99079298
Word MarkCAEE
Filing DateWednesday, March 12, 2025
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateWednesday, March 12, 2025
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


Goods and ServicesProviding financial analysis, investment research, and market insights through proprietary indices and financial ratios; calculating, publishing, and licensing financial indices based on select groups of securities; offering financial consulting and advisory services related to index construction, market evaluation, and investment strategies; delivering financial information, including investment metrics, performance indicators, and valuation models to institutional and retail investors.
Goods and ServicesProviding, updating, and maintaining proprietary financial indices; compiling, analyzing, and classifying financial and market data for use in the creation of indices, ETFs, ETNs, and mutual funds; business data analysis relating to the performance of securities markets and selected groups of securities; delivering index-related analytics and performance metrics to financial institutions and market participants; preparing business reports and data visualizations based on financial indices and market trends.

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 12, 2025
Primary Code035
First Use Anywhere DateWednesday, March 12, 2025
First Use In Commerce DateWednesday, March 12, 2025

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 12, 2025
Primary Code036
First Use Anywhere DateWednesday, March 12, 2025
First Use In Commerce DateWednesday, March 12, 2025

Trademark Owner History


Party NameDale’s Solo Investors Podcast LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressHarrisonville, MO 64701

Trademark Events


Event DateEvent Description
Wednesday, March 12, 2025NEW APPLICATION ENTERED
Tuesday, April 15, 2025TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, July 10, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 12, 2025APPLICATION FILING RECEIPT MAILED
Tuesday, April 15, 2025TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED