FIDUCIARY INVESTMENT OUTSOURCE Trademark

Trademark Overview

On Friday, January 24, 2014, a trademark application was filed for FIDUCIARY INVESTMENT OUTSOURCE with the United States Patent and Trademark Office. The USPTO has given the FIDUCIARY INVESTMENT OUTSOURCE trademark a serial number of 86174111. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Monday, March 23, 2020. This trademark is owned by DiMeo Schneider & Associates, LLC. The FIDUCIARY INVESTMENT OUTSOURCE trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Investment advisory services; Management of portfolios comprising securities
fiduciary investment outsource

General Information

Serial Number86174111
Word MarkFIDUCIARY INVESTMENT OUTSOURCE
Filing DateFriday, January 24, 2014
Status701 - SECTION 8 - ACCEPTED
Status DateMonday, March 23, 2020
Registration Number4661268
Registration DateTuesday, December 23, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial planning for retirement; Financial retirement plan consulting services; Financial portfolio management; 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; Investment advisory services; Management of portfolios comprising securities
Disclaimer with Predetermined Text"INVESTMENT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, February 4, 2014
Primary Code036
First Use Anywhere DateMonday, February 3, 2014
First Use In Commerce DateMonday, February 3, 2014

Trademark Owner History

Party NameDiMeo Schneider & Associates, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60661
Party NameDiMeo Schneider & Associates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60661

Trademark Events

Event DateEvent Description
Saturday, December 23, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, November 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, November 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, March 23, 2020NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Monday, March 23, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, March 23, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, January 31, 2020TEAS SECTION 8 RECEIVED
Monday, December 23, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, December 23, 2014REGISTERED-SUPPLEMENTAL REGISTER
Monday, November 17, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, November 11, 2014NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, November 10, 2014APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, November 10, 2014USE AMENDMENT ACCEPTED
Saturday, November 8, 2014AMENDMENT TO USE PROCESSING COMPLETE
Saturday, November 8, 2014USE AMENDMENT FILED
Friday, November 7, 2014TEAS AMENDMENT OF USE RECEIVED
Friday, November 7, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 7, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 7, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 4, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 4, 2014NON-FINAL ACTION E-MAILED
Tuesday, November 4, 2014NON-FINAL ACTION WRITTEN
Tuesday, November 4, 2014EXAMINER'S AMENDMENT ENTERED
Tuesday, November 4, 2014NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, November 4, 2014EXAMINERS AMENDMENT E-MAILED
Tuesday, November 4, 2014EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 4, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, November 4, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 29, 2014ASSIGNED TO LIE
Tuesday, October 28, 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
Monday, March 31, 2014LETTER OF PROTEST EVIDENCE FORWARDED
Tuesday, February 4, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, January 28, 2014NEW APPLICATION ENTERED

Related Keywords

outsource investment fiduciary financial services management portfolio retirement equity fixed mutual funds income