FINANCIAL SONAR Trademark

Trademark Overview


On Monday, December 22, 2003, a trademark application was filed for FINANCIAL SONAR with the United States Patent and Trademark Office. The USPTO has given the FINANCIAL SONAR trademark a serial number of 78344506. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, March 13, 2026. This trademark is owned by JEFFERSON INVESTMENT MANAGEMENT COMPANY. The FINANCIAL SONAR trademark is filed in the Paper & Printed Material Products and Insurance & Financial Services categories with the following description:

Newsletters, pamphlets, and brochures relating to financial investment analysis and consultation

Financial investment analysis and consultation
financial sonar

General Information


Serial Number78344506
Word MarkFINANCIAL SONAR
Filing DateMonday, December 22, 2003
Status800 - REGISTERED AND RENEWED
Status DateFriday, March 13, 2026
Registration Number3032929
Registration DateTuesday, December 20, 2005
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 9, 2004

Trademark Statements


Certificate of Correction for RegistrationIn the statement, Column 1, line1, 3, 4, 5, " Jefferson Research & Management" should be deleted, and JEFFERSON INVESTMENT MANAGEMENT COMPANY DBA Jefferson Research & Management 8835 SW Canyon Lane, Suite 400 Portland, Oregon 97225 should be inserted.
NOT AVAILABLEFINANCIAL
Goods and ServicesNewsletters, pamphlets, and brochures relating to financial investment analysis and consultation
Goods and ServicesFinancial investment analysis and consultation

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateThursday, January 8, 2004
Primary Code016
First Use Anywhere DateThursday, November 6, 2003
First Use In Commerce DateThursday, March 25, 2004

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, January 8, 2004
Primary Code036
First Use Anywhere DateThursday, November 6, 2003
First Use In Commerce DateThursday, March 25, 2004

Trademark Owner History


Party NameJEFFERSON RESEARCH, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressBEAVERTON, OR 97005
US

Party NameJefferson Research, LLC
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressBeaverton 97005
US

Party NameJEFFERSON INVESTMENT MANAGEMENT COMPANY
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressPortland, OR 97225
US

Party NameJEFFERSON INVESTMENT MANAGEMENT COMPANY
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressPortland, OR 97201
US

Party NameJEFFERSON INVESTMENT MANAGEMENT COMPANY
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressPortland, OR 97201
US

Trademark Events


Event DateEvent Description
Thursday, January 8, 2004NEW APPLICATION ENTERED
Monday, July 19, 2004ASSIGNED TO EXAMINER
Tuesday, August 3, 2004EXAMINER'S AMENDMENT MAILED
Tuesday, August 3, 2004APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 24, 2004ASSIGNED TO LIE
Monday, September 13, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 20, 2004NOTICE OF PUBLICATION
Tuesday, November 9, 2004PUBLISHED FOR OPPOSITION
Tuesday, February 1, 2005NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, July 28, 2005TEAS STATEMENT OF USE RECEIVED
Thursday, July 28, 2005USE AMENDMENT FILED
Friday, August 5, 2005STATEMENT OF USE PROCESSING COMPLETE
Tuesday, November 1, 2005ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, November 4, 2005ASSIGNED TO LIE
Friday, November 4, 2005LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, December 20, 2005REGISTERED-PRINCIPAL REGISTER
Tuesday, December 20, 2011TEAS SECTION 7 REQUEST RECEIVED
Tuesday, December 20, 2011TEAS SECTION 8 & 15 RECEIVED
Wednesday, February 8, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, February 8, 2012CORRECTION UNDER SECTION 7 - PROCESSED
Wednesday, February 8, 2012POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Friday, May 11, 2012TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, May 16, 2012REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, May 16, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, May 16, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, August 24, 2015TEAS SECTION 8 & 9 RECEIVED
Tuesday, September 22, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 22, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, September 22, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, September 22, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, December 20, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, December 19, 2025TEAS SECTION 8 & 9 RECEIVED
Friday, March 13, 2026CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 13, 2026REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, March 13, 2026REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, March 13, 2026NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, March 18, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP