DREAMS UNDER MANAGEMENT Trademark
Trademark Overview
On Thursday, December 1, 2022, a trademark application was filed for DREAMS UNDER MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the DREAMS UNDER MANAGEMENT trademark a serial number of 97700670. The federal status of this trademark filing is THIRD EXTENSION - GRANTED as of Thursday, June 26, 2025. This trademark is owned by Wilshire Advisors LLC. The DREAMS UNDER MANAGEMENT trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
financial and investment services, namely, investment management and brokerage in the field of stocks and other securities, namely, mutual funds, index funds, and ERISA services; financial management and investment management, investment advisory, financial analysis, investment consultation, and financial and investment information services; investment brokerage and investment management
providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices based on selected groups of securities; providing financial indices of select securities to enable investors to evaluate investments and market trends in the securities market class
General Information
| Serial Number | 97700670 |
| Word Mark | DREAMS UNDER MANAGEMENT |
| Filing Date | Thursday, December 1, 2022 |
| Status | 732 - THIRD EXTENSION - GRANTED |
| Status Date | Thursday, June 26, 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, October 31, 2023 |
Trademark Statements
| Goods and Services | financial and investment services, namely, investment management and brokerage in the field of stocks and other securities, namely, mutual funds, index funds, and ERISA services; financial management and investment management, investment advisory, financial analysis, investment consultation, and financial and investment information services; investment brokerage and investment management |
| Goods and Services | providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices based on selected groups of securities; providing financial indices of select securities to enable investors to evaluate investments and market trends in the securities market class |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, December 5, 2022 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| 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 | Monday, December 5, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Wilshire Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Monica, CA 90401 |
| Party Name | Wilshire Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Santa Monica, CA 90401 |
Trademark Events
| Event Date | Event Description |
| Monday, December 5, 2022 | NEW APPLICATION ENTERED |
| Monday, December 5, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Sunday, September 10, 2023 | ASSIGNED TO EXAMINER |
| Friday, September 22, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, October 11, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 31, 2023 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 31, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 26, 2023 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Wednesday, June 26, 2024 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, June 26, 2024 | SOU EXTENSION 1 GRANTED |
| Wednesday, June 26, 2024 | SOU EXTENSION 1 FILED |
| Wednesday, June 26, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, December 11, 2024 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, December 11, 2024 | SOU EXTENSION 2 FILED |
| Thursday, December 12, 2024 | SOU EXTENSION 2 GRANTED |
| Monday, March 3, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, June 26, 2025 | SOU TEAS EXTENSION RECEIVED |
| Thursday, June 26, 2025 | SOU EXTENSION 3 FILED |
| Thursday, June 26, 2025 | SOU EXTENSION 3 GRANTED |
| Friday, June 27, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
