| Serial Number | 86589643 |
| Word Mark | CEREDEX VALUE ADVISORS |
| Filing Date | Tuesday, April 7, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Monday, October 18, 2021 |
| Registration Number | 4855085 |
| Registration Date | Tuesday, November 17, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 1, 2015 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Description of Mark | The mark consists of the word "CEREDEX" in large font stacked above the words "VALUE ADVISORS" in a smaller font. The vertical line in the "D" in "CEREDEX" is bissected by a perpendicular line, forming a "plus" sign. |
| NOT AVAILABLE | "VALUE ADVISORS" |
| Goods and Services | Investment advisory services |
| 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 | Wednesday, April 15, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, March 31, 2008 |
| First Use In Commerce Date | Monday, March 31, 2008 |
| Party Name | ALPHASIMPLEX GROUP, LLC |
| Party Type | 35 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02109 |
| Party Name | MORGAN STANLEY SENIOR FUNDING, INC., AS ADMINISTRATIVE AGENT |
| Party Type | 34 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | BALTIMORE, MD 21231 |
| Party Name | VIRTUS CAPITAL ADVISERS, LLC |
| Party Type | 33 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HARTFORD, CT 06103 |
| Party Name | VIRTUS CAPITAL ADVISERS, LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | HARTFORD, CT 06103 |
| Party Name | VIRTUS FUND ADVISERS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Hartford, CT 06103 |
| Party Name | Ridgeworth Capital Management LLC d/b/a Ridgeworth Investments |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30305 |
| Party Name | Ridgeworth Capital Management LLC d/b/a Ridgeworth Investments |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30305 |
| Party Name | Ridgeworth Capital Management LLC d/b/a Ridgeworth Investments |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Atlanta, GA 30305 |
| Party Name | VIRTUS CAPITAL ADVISERS, LLC |
| Party Type | 35 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | ATLANTA, GA 30305 |
| Event Date | Event Description |
| Friday, April 10, 2015 | NEW APPLICATION ENTERED |
| Wednesday, April 15, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, April 16, 2015 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, July 15, 2015 | ASSIGNED TO EXAMINER |
| Wednesday, July 15, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 12, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 1, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, September 1, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, November 17, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 21, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, November 15, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, January 31, 2018 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, January 31, 2018 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, November 17, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, July 8, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, October 18, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, October 18, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, October 18, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, November 18, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, October 22, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, October 22, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, November 14, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, November 26, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, November 26, 2025 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, November 26, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, November 26, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |