DIRECT CORE Trademark
Trademark Overview
On Tuesday, May 28, 2024, a trademark application was filed for DIRECT CORE with the United States Patent and Trademark Office. The USPTO has given the DIRECT CORE trademark a serial number of 98572116. The federal status of this trademark filing is NOTICE OF ALLOWANCE - ISSUED as of Tuesday, July 8, 2025. This trademark is owned by Parametric Portfolio Associates LLC. The DIRECT CORE trademark is filed in the Insurance & Financial Services category with the following description:
Fund investment and investment advisory services; financial counseling services, namely, investment counseling; Management of portfolios comprising securities; Mutual fund investment; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts.
General Information
| Serial Number | 98572116 |
| Word Mark | DIRECT CORE |
| Filing Date | Tuesday, May 28, 2024 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, July 8, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 13, 2025 |
Trademark Statements
| Goods and Services | Fund investment and investment advisory services; financial counseling services, namely, investment counseling; Management of portfolios comprising securities; Mutual fund investment; Mutual fund investment, administration, distribution, brokerage, and investment advisory services; Financial services, namely, administration of transactions by funds involving securities, stocks, funds, equities, bonds, notes, cash, or other types of financial investments; Investment management services with respect to mutual funds, pension accounts, institutional accounts, and separate accounts. |
Classification Information
| 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 | Tuesday, May 28, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Parametric Portfolio Associates LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Seattle, WA 98104 |
| Party Name | Parametric Portfolio Associates LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Seattle, WA 98104 |
Trademark Events
| Event Date | Event Description |
| Tuesday, May 28, 2024 | NEW APPLICATION ENTERED |
| Tuesday, December 10, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, February 4, 2025 | NON-FINAL ACTION E-MAILED |
| Tuesday, August 13, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 4, 2025 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 4, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, April 4, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 4, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 4, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 14, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 7, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 13, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 13, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 8, 2025 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
