| Serial Number | 86588355 |
| Word Mark | FORWARD INVESTMENT SERVICES |
| Filing Date | Monday, April 6, 2015 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Tuesday, December 9, 2025 |
| Registration Number | 4967408 |
| Registration Date | Tuesday, May 31, 2016 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 15, 2016 |
| Goods and Services | individual retirement account services; employee retirement account services; personalized financial planning services; investment account services; trust services, namely, investment and trust company services; estate trust administration, management and financial planning services; individual, personal and corporate trust administration, management and financial planning services; fiduciary trust administration, management and financial planning services; employee benefits trust administration, management and financial planning services; administration and management of employee pension and profit sharing plans; administration and management of individual retirement accounts; investment consultation services in the fields of charitable foundations and endowments; foundation and endowment trust administration, management and financial planning services; trustee and custodial services; brokerage services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment advice and management services in the fields of securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; investment services, namely, investment consultation services, investment advisory services, and investment management services; funds investment services; investing the funds of others; mutual fund investment services; establishing mutual funds and model financial portfolios for others; evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information and analysis in the fields of finance, economics, investment, financial planning, and investment strategy; on-line trust services; providing information by on-line means and via a global computer network in the fields of finance, economics, investment, financial planning, and investment strategy |
| NOT AVAILABLE | "INVESTMENT SERVICES" |
| 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 | Tuesday, April 14, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 2006 |
| First Use In Commerce Date | Thursday, November 30, 2006 |
| Party Name | Forward Financial Bank |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 99 - Other |
| Address | Marshfield, WI 54449 |
| Party Name | Forward Financial Bank |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 99 - Other |
| Address | Marshfield, WI 54449 |
| Party Name | Forward Financial Bank |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 99 - Other |
| Address | Marshfield, WI 54449 |
| Event Date | Event Description |
| Thursday, April 9, 2015 | NEW APPLICATION ENTERED |
| Tuesday, April 14, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, July 14, 2015 | ASSIGNED TO EXAMINER |
| Saturday, July 25, 2015 | NON-FINAL ACTION WRITTEN |
| Saturday, July 25, 2015 | NON-FINAL ACTION E-MAILED |
| Saturday, July 25, 2015 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, January 25, 2016 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, January 25, 2016 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, January 26, 2016 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, February 1, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 24, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 15, 2016 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 15, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 31, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Monday, May 31, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 21, 2021 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, October 29, 2021 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, October 29, 2021 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, October 29, 2021 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, June 1, 2025 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, August 27, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, December 9, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, December 9, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, December 9, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Tuesday, December 9, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |