DISCIPLINED IQ INVESTMENT PROCESS Trademark

Trademark Overview

On Thursday, July 7, 2011, a trademark application was filed for DISCIPLINED IQ INVESTMENT PROCESS with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED IQ INVESTMENT PROCESS trademark a serial number of 85365457. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, July 16, 2021. This trademark is owned by Waypoint Wealth Management, LLC. The DISCIPLINED IQ INVESTMENT PROCESS trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services
disciplined iq investment process

General Information

Serial Number85365457
Word MarkDISCIPLINED IQ INVESTMENT PROCESS
Filing DateThursday, July 7, 2011
Status800 - REGISTERED AND RENEWED
Status DateFriday, July 16, 2021
Registration Number4114381
Registration DateTuesday, March 20, 2012
Mark Drawing5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition DateTuesday, January 3, 2012

Trademark Statements

Indication of Colors claimedColor is not claimed as a feature of the mark.
Disclaimer with Predetermined Text"INVESTMENT PROCESS"
Description of MarkThe mark consists of the stylized words "Disciplined IQ Investment Process".
Goods and ServicesInvestment advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 12, 2011
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, July 16, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, July 16, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, July 16, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, July 16, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, April 7, 2021TEAS SECTION 8 & 9 RECEIVED
Saturday, March 20, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, April 11, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, April 11, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, April 11, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 20, 2017TEAS SECTION 8 RECEIVED
Monday, March 20, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, March 20, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, March 20, 2012REGISTERED-PRINCIPAL REGISTER
Tuesday, January 3, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 3, 2012PUBLISHED FOR OPPOSITION
Wednesday, December 14, 2011NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, November 30, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, November 17, 2011ASSIGNED TO LIE
Wednesday, October 26, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 26, 2011EXAMINER'S AMENDMENT ENTERED
Wednesday, October 26, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 26, 2011EXAMINERS AMENDMENT E-MAILED
Wednesday, October 26, 2011EXAMINERS AMENDMENT -WRITTEN
Wednesday, October 26, 2011ASSIGNED TO EXAMINER
Wednesday, July 13, 2011NOTICE OF PSEUDO MARK MAILED
Tuesday, July 12, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, July 11, 2011NEW APPLICATION ENTERED IN TRAM

Related Keywords

process investment disciplined services advisory