DISCIPLINED INVESTOR QUOTIENT IQ Trademark

Trademark Overview


On Tuesday, May 18, 2010, a trademark application was filed for DISCIPLINED INVESTOR QUOTIENT IQ with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED INVESTOR QUOTIENT IQ trademark a serial number of 85041630. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 16, 2018. This trademark is owned by Waypoint Wealth Management, LLC. The DISCIPLINED INVESTOR QUOTIENT IQ trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services
disciplined investor quotient iq

General Information


Serial Number85041630
Word MarkDISCIPLINED INVESTOR QUOTIENT IQ
Filing DateTuesday, May 18, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, February 16, 2018
Registration Number3992170
Registration DateTuesday, July 12, 2011
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, April 26, 2011

Trademark Statements


Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"INVESTOR"
Description of MarkThe mark consists of the stylized text "disciplined investor quotient" with the background stylized text "IQ" as an abbreviation of "investor quotient".
Goods and ServicesInvestment advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, February 16, 2018
Primary Code036
First Use Anywhere DateMonday, June 1, 2009
First Use In Commerce DateMonday, June 1, 2009

Trademark Owner History


Party NameWaypoint Wealth Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressEphrata, WA 98823

Party NameWaypoint Wealth Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressEphrata, WA 98823

Party NameWaypoint Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEphrata, WA 98823

Trademark Events


Event DateEvent Description
Friday, February 16, 2018CANCELLED SEC. 8 (6-YR)
Tuesday, July 12, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, July 12, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, April 26, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 26, 2011PUBLISHED FOR OPPOSITION
Wednesday, March 23, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, March 21, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, March 17, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 17, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 16, 2011ASSIGNED TO LIE
Friday, March 4, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 7, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 7, 2010NON-FINAL ACTION E-MAILED
Tuesday, September 7, 2010NON-FINAL ACTION WRITTEN
Tuesday, August 31, 2010ASSIGNED TO EXAMINER
Monday, May 24, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, May 21, 2010NEW APPLICATION ENTERED IN TRAM