FUNDAMENTAL INDEX Trademark

Trademark Overview


On Thursday, October 14, 2004, a trademark application was filed for FUNDAMENTAL INDEX with the United States Patent and Trademark Office. The USPTO has given the FUNDAMENTAL INDEX trademark a serial number of 76615926. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, August 17, 2017. This trademark is owned by Research Affiliates, LLC. The FUNDAMENTAL INDEX trademark is filed in the Computer & Software Products & Electrical & Scientific Products and Insurance & Financial Services categories with the following description:

[ computer software for the management and administration of index-based portfolios of securities and mutual funds portfolio management ]

index-based portfolio of securities and mutual funds portfolio management
fundamental index

General Information


Serial Number76615926
Word MarkFUNDAMENTAL INDEX
Filing DateThursday, October 14, 2004
Status800 - REGISTERED AND RENEWED
Status DateThursday, August 17, 2017
Registration Number3286704
Registration DateTuesday, August 28, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 20, 2005

Trademark Statements


Disclaimer with Predetermined Text"INDEX"
Goods and Services[ computer software for the management and administration of index-based portfolios of securities and mutual funds portfolio management ]
Goods and Servicesindex-based portfolio of securities and mutual funds portfolio management

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 CodeB - Sec. 8 - Class(es) in a Multiple Class registration
Class Status DateTuesday, August 13, 2013
Primary Code009
First Use Anywhere DateThursday, September 30, 2004
First Use In Commerce DateThursday, September 30, 2004

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 26, 2004
Primary Code036
First Use Anywhere DateThursday, September 30, 2004
First Use In Commerce DateThursday, September 30, 2004

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
Tuesday, May 7, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, May 7, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 17, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, August 17, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, August 17, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, August 14, 2017TEAS SECTION 8 & 9 RECEIVED
Thursday, May 8, 2014COUNTERCLAIM OPP. NO. 999999
Tuesday, August 13, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Tuesday, August 13, 2013REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, July 30, 2013REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, August 13, 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 30, 2013PAPER RECEIVED
Tuesday, July 21, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, July 21, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, August 28, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, July 24, 2007LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, July 24, 2007ASSIGNED TO LIE
Friday, June 15, 2007ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, June 12, 2007STATEMENT OF USE PROCESSING COMPLETE
Thursday, March 1, 2007USE AMENDMENT FILED
Friday, June 1, 2007APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, June 1, 2007TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, March 1, 2007PAPER RECEIVED
Friday, September 8, 2006EXTENSION 1 GRANTED
Friday, September 8, 2006EXTENSION 1 FILED
Friday, September 8, 2006TEAS EXTENSION RECEIVED
Wednesday, July 26, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 26, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 14, 2006NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 20, 2005PUBLISHED FOR OPPOSITION
Wednesday, November 30, 2005NOTICE OF PUBLICATION
Saturday, October 29, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, October 29, 2005ASSIGNED TO LIE
Monday, October 24, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 5, 2005AMENDMENT FROM APPLICANT ENTERED
Tuesday, September 20, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 20, 2005PAPER RECEIVED
Thursday, May 19, 2005NON-FINAL ACTION MAILED
Thursday, May 19, 2005NON-FINAL ACTION WRITTEN
Tuesday, May 17, 2005ASSIGNED TO EXAMINER
Tuesday, October 26, 2004NEW APPLICATION ENTERED IN TRAM