DISCIPLINED ALPHA Trademark

Trademark Overview

On Friday, January 31, 2014, a trademark application was filed for DISCIPLINED ALPHA with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED ALPHA trademark a serial number of 86181093. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Tuesday, November 1, 2022. This trademark is owned by Loomis, Sayles & Company, L.P.. The DISCIPLINED ALPHA trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, operation and management of capital investment funds; administration of investments, namely, investment of funds for others; capital and fund investment services; investment advisory, consultancy and management services; financial asset management services, namely, investment asset management; investment brokerage; investment of funds for others; financial management of investment portfolios for others; investment monitoring and analysis services; provision of information on investments; financial services, namely, investment in financial instruments for others, namely, securities, shares, options and other derivative products
disciplined alpha

General Information

Serial Number86181093
Word MarkDISCIPLINED ALPHA
Filing DateFriday, January 31, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateTuesday, November 1, 2022
Registration Number4951839
Registration DateTuesday, May 3, 2016
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 16, 2014

Trademark Statements

Goods and ServicesFinancial services, namely, operation and management of capital investment funds; administration of investments, namely, investment of funds for others; capital and fund investment services; investment advisory, consultancy and management services; financial asset management services, namely, investment asset management; investment brokerage; investment of funds for others; financial management of investment portfolios for others; investment monitoring and analysis services; provision of information on investments; financial services, namely, investment in financial instruments for others, namely, securities, shares, options and other derivative products
Disclaimer with Predetermined Text"ALPHA"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 12, 2014
Primary Code036
First Use Anywhere DateMonday, March 31, 2014
First Use In Commerce DateMonday, March 31, 2014

Trademark Owner History

Party NameLoomis, Sayles & Company, L.P.
Party Type30 - Original Registrant
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02111
Party NameLoomis, Sayles & Company, L.P.
Party Type20 - Owner at Publication
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02111
Party NameLoomis, Sayles & Company, L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressBoston, MA 02111

Trademark Events

Event DateEvent Description
Tuesday, November 1, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, November 1, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, November 1, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, May 2, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, May 3, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 3, 2016REGISTERED-PRINCIPAL REGISTER
Wednesday, March 30, 2016NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 29, 2016ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, March 9, 2016NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, March 8, 2016STATEMENT OF USE PROCESSING COMPLETE
Thursday, February 4, 2016USE AMENDMENT FILED
Tuesday, March 8, 2016SOU EXTENSION 2 GRANTED
Thursday, February 4, 2016SOU EXTENSION 2 FILED
Monday, March 7, 2016CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, February 4, 2016TEAS EXTENSION RECEIVED
Thursday, February 4, 2016TEAS STATEMENT OF USE RECEIVED
Thursday, August 6, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, August 4, 2015SOU EXTENSION 1 GRANTED
Tuesday, August 4, 2015SOU EXTENSION 1 FILED
Tuesday, August 4, 2015TEAS EXTENSION RECEIVED
Tuesday, February 10, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 16, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 16, 2014PUBLISHED FOR OPPOSITION
Wednesday, November 26, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, November 10, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, November 6, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 5, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 5, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 29, 2014ASSIGNED TO LIE
Monday, October 27, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 30, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 30, 2014NON-FINAL ACTION E-MAILED
Wednesday, April 30, 2014NON-FINAL ACTION WRITTEN
Tuesday, April 29, 2014ASSIGNED TO EXAMINER
Wednesday, February 12, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, February 4, 2014NEW APPLICATION ENTERED IN TRAM

Related Keywords

alpha disciplined investment services management namely financial others funds asset investments capital