CONSTRAINED INVESTOR Trademark

Trademark Overview

On Wednesday, November 11, 2015, a trademark application was filed for CONSTRAINED INVESTOR with the United States Patent and Trademark Office. The USPTO has given the CONSTRAINED INVESTOR trademark a serial number of 86816096. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Monday, September 18, 2023. This trademark is owned by Wealth2k, Inc.. The CONSTRAINED INVESTOR trademark is filed in the Insurance & Financial Services category with the following description:

financial services, namely, advisory services for retirement income distribution designed to minimize the risks of inflation, timing and longevity for retirees
constrained investor

General Information

Serial Number86816096
Word MarkCONSTRAINED INVESTOR
Filing DateWednesday, November 11, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateMonday, September 18, 2023
Registration Number5075350
Registration DateTuesday, November 1, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and Servicesfinancial services, namely, advisory services for retirement income distribution designed to minimize the risks of inflation, timing and longevity for retirees

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 16, 2015
Primary Code036
First Use Anywhere DateMonday, August 8, 2016
First Use In Commerce DateMonday, August 8, 2016

Trademark Owner History

Party NameWealth2k, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBoston, MA 02116
Party NameWealth2k, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBoston, MA 02116

Trademark Events

Event DateEvent Description
Monday, September 18, 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, September 18, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, September 18, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, April 30, 2023TEAS SECTION 8 RECEIVED
Monday, November 1, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 1, 2016REGISTERED-SUPPLEMENTAL REGISTER
Monday, September 26, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 23, 2016ASSIGNED TO LIE
Tuesday, September 13, 2016NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Saturday, September 10, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, September 10, 2016USE AMENDMENT ACCEPTED
Saturday, September 10, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 9, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 9, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 9, 2016AMENDMENT TO USE PROCESSING COMPLETE
Friday, September 9, 2016USE AMENDMENT FILED
Thursday, September 8, 2016TEAS AMENDMENT OF USE RECEIVED
Thursday, March 10, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, March 10, 2016NON-FINAL ACTION E-MAILED
Thursday, March 10, 2016NON-FINAL ACTION WRITTEN
Friday, March 4, 2016ASSIGNED TO EXAMINER
Monday, November 16, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, November 14, 2015NEW APPLICATION ENTERED

Related Keywords

investor constrained services inflation risks timing longevity retirees minimize distribution advisory namely