FUNDAMENTAL 500 Trademark

Trademark Overview


On Monday, July 17, 2006, a trademark application was filed for FUNDAMENTAL 500 with the United States Patent and Trademark Office. The USPTO has given the FUNDAMENTAL 500 trademark a serial number of 78930914. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 7, 2014. This trademark is owned by Research Affiliates, LLC. The FUNDAMENTAL 500 trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Insurance & Financial Services, and Computer & Software Services & Scientific Services categories with the following description:

Computer software for use in providing financial and investment information services, namely, preparation of a financial index, a financial benchmark, securities analysis, classification and reporting, mutual fund investing services, and electronically traded fund; all for the provision of an index-based portfolio of securities and an index-based mutual fund

Financial services, namely, providing financial and investment information services in the nature of a financial index, a financial benchmark, securities analysis, classification and reporting services; mutual fund investing services; securities brokerage services, namely, electronically traded funds, index-based derivatives, an index-based portfolio of securities and an index-based mutual fund

Providing temporary use of non-downloadable computer software for investment strategy in the field of investing over computer networks, intranet and the internet
fundamental 500

General Information


Serial Number78930914
Word MarkFUNDAMENTAL 500
Filing DateMonday, July 17, 2006
Status710 - CANCELLED - SECTION 8
Status DateFriday, November 7, 2014
Registration Number3407234
Registration DateTuesday, April 1, 2008
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 17, 2007

Trademark Statements


Disclaimer with Predetermined Text"500"
Goods and ServicesComputer software for use in providing financial and investment information services, namely, preparation of a financial index, a financial benchmark, securities analysis, classification and reporting, mutual fund investing services, and electronically traded fund; all for the provision of an index-based portfolio of securities and an index-based mutual fund
Goods and ServicesFinancial services, namely, providing financial and investment information services in the nature of a financial index, a financial benchmark, securities analysis, classification and reporting services; mutual fund investing services; securities brokerage services, namely, electronically traded funds, index-based derivatives, an index-based portfolio of securities and an index-based mutual fund
Goods and ServicesProviding temporary use of non-downloadable computer software for investment strategy in the field of investing over computer networks, intranet and the internet

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 7, 2014
Primary Code009
First Use Anywhere DateFriday, November 3, 2006
First Use In Commerce DateFriday, November 3, 2006

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 7, 2014
Primary Code036
First Use Anywhere DateFriday, November 3, 2006
First Use In Commerce DateFriday, November 3, 2006

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, November 7, 2014
Primary Code042
First Use Anywhere DateFriday, November 3, 2006
First Use In Commerce DateFriday, November 3, 2006

Trademark Owner History


Party NameResearch Affiliates, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNewport Beach, CA 92660

Party NameResearch Affiliates, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Party NameResearch Affiliates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPasadena, CA 91101

Trademark Events


Event DateEvent Description
Friday, November 7, 2014CANCELLED SEC. 8 (6-YR)
Tuesday, July 21, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, July 21, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 1, 2008REGISTERED-PRINCIPAL REGISTER
Wednesday, February 27, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Monday, February 11, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, February 4, 2008AMENDMENT FROM APPLICANT ENTERED
Monday, February 4, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 25, 2008PAPER RECEIVED
Friday, December 14, 2007NON-FINAL ACTION MAILED
Friday, December 14, 2007SU - NON-FINAL ACTION - WRITTEN
Tuesday, November 20, 2007STATEMENT OF USE PROCESSING COMPLETE
Monday, October 29, 2007USE AMENDMENT FILED
Monday, October 29, 2007PAPER RECEIVED
Tuesday, October 9, 2007NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 17, 2007PUBLISHED FOR OPPOSITION
Wednesday, June 27, 2007NOTICE OF PUBLICATION
Tuesday, May 1, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, April 26, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, April 20, 2007AMENDMENT FROM APPLICANT ENTERED
Friday, April 20, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, April 20, 2007ASSIGNED TO LIE
Monday, March 19, 2007PAPER RECEIVED
Tuesday, November 14, 2006NON-FINAL ACTION MAILED
Monday, November 13, 2006NON-FINAL ACTION WRITTEN
Monday, October 16, 2006NON-FINAL ACTION MAILED
Friday, October 13, 2006NON-FINAL ACTION WRITTEN
Wednesday, October 11, 2006ASSIGNED TO EXAMINER
Friday, July 21, 2006NEW APPLICATION ENTERED IN TRAM