| Serial Number | 98165378 |
| Word Mark | FREEDOM INVESTMENT MANAGEMENT |
| Filing Date | Tuesday, September 5, 2023 |
| Status | 688 - NOTICE OF ALLOWANCE - ISSUED |
| Status Date | Tuesday, September 3, 2024 |
| 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, July 9, 2024 |
| Goods and Services | 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 |
| NOT AVAILABLE | “INVESTMENT MANAGEMENT” |
| 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 | Thursday, September 28, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | FREEDOM INVESTMENT MANAGEMENT, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | HARTFORD, CT 06103 |
| Party Name | FREEDOM INVESTMENT MANAGEMENT, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | HARTFORD, CT 06103 |
| Party Name | Eqis Capital Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Hartford, CT 06103 |
| Event Date | Event Description |
| Friday, September 8, 2023 | NEW APPLICATION ENTERED |
| Thursday, September 28, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, February 13, 2024 | TEAS VOLUNTARY AMENDMENT RECEIVED |
| Tuesday, February 13, 2024 | TEAS AMENDMENT ENTERED BEFORE ATTORNEY ASSIGNED |
| Wednesday, March 27, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, April 3, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, May 1, 2024 | ASSIGNED TO EXAMINER |
| Tuesday, May 7, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 7, 2024 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 7, 2024 | NON-FINAL ACTION WRITTEN |
| Monday, June 3, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, June 3, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, June 3, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, June 3, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Monday, June 3, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, June 19, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 3, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 28, 2025 | TEAS STATEMENT OF USE RECEIVED |