FACTORSMART Trademark

Trademark Overview


On Thursday, October 5, 2017, a trademark application was filed for FACTORSMART with the United States Patent and Trademark Office. The USPTO has given the FACTORSMART trademark a serial number of 87635474. The federal status of this trademark filing is REGISTERED as of Tuesday, December 10, 2019. This trademark is owned by Chicago Equity Partners LLC. The FACTORSMART trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment services, namely, investment advisory services in the field of investment strategies; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Funds investment; Global investment research services; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Invest...
factorsmart

General Information


Serial Number87635474
Word MarkFACTORSMART
Filing DateThursday, October 5, 2017
Status700 - REGISTERED
Status DateTuesday, December 10, 2019
Registration Number5932606
Registration DateTuesday, December 10, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 13, 2018

Trademark Statements


Goods and ServicesFinancial and investment services, namely, investment advisory services in the field of investment strategies; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment analysis and stock research; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Funds investment; Global investment research services; Investment advisory services; Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Mutual fund investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management
Pseudo MarkFACTOR SMART

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 12, 2017
Primary Code036
First Use Anywhere DateTuesday, December 5, 2017
First Use In Commerce DateTuesday, December 5, 2017

Trademark Owner History


Party NameChicago Equity Partners LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60601

Party NameChicago Equity Partners LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60601

Party NameChicago Equity Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60601

Trademark Events


Event DateEvent Description
Tuesday, December 10, 2019REGISTERED-PRINCIPAL REGISTER
Friday, November 8, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, November 7, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, October 29, 2019STATEMENT OF USE PROCESSING COMPLETE
Monday, October 14, 2019USE AMENDMENT FILED
Tuesday, October 29, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, October 14, 2019TEAS STATEMENT OF USE RECEIVED
Wednesday, May 8, 2019NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, May 6, 2019EXTENSION 2 GRANTED
Monday, May 6, 2019EXTENSION 2 FILED
Monday, May 6, 2019TEAS EXTENSION RECEIVED
Wednesday, October 17, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, October 15, 2018EXTENSION 1 GRANTED
Monday, October 15, 2018EXTENSION 1 FILED
Monday, October 15, 2018TEAS EXTENSION RECEIVED
Tuesday, May 8, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 13, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 13, 2018PUBLISHED FOR OPPOSITION
Wednesday, February 21, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, February 2, 2018ASSIGNED TO LIE
Friday, January 19, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, January 19, 2018EXAMINER'S AMENDMENT ENTERED
Friday, January 19, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, January 19, 2018EXAMINERS AMENDMENT E-MAILED
Friday, January 19, 2018EXAMINERS AMENDMENT -WRITTEN
Friday, January 19, 2018EXAMINER'S AMENDMENT ENTERED
Friday, January 19, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Friday, January 19, 2018EXAMINERS AMENDMENT E-MAILED
Friday, January 19, 2018EXAMINERS AMENDMENT -WRITTEN
Sunday, January 14, 2018ASSIGNED TO EXAMINER
Thursday, October 12, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, October 9, 2017NEW APPLICATION ENTERED IN TRAM