FUNDX Trademark

Trademark Overview


On Thursday, May 24, 2012, a trademark application was filed for FUNDX with the United States Patent and Trademark Office. The USPTO has given the FUNDX trademark a serial number of 85634933. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, March 6, 2024. This trademark is owned by FundX Investment Group LLC. The FUNDX trademark is filed in the Paper & Printed Material Products, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

Educational services, namely, providing online publication in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management

Monthly newsletter featuring information for mutual fund investors

Financial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means; providing information in the financial and investment fields; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management
fundx

General Information


Serial Number85634933
Word MarkFUNDX
Filing DateThursday, May 24, 2012
Status800 - REGISTERED AND RENEWED
Status DateWednesday, March 6, 2024
Registration Number4370866
Registration DateTuesday, July 23, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 7, 2013

Trademark Statements


Goods and ServicesEducational services, namely, providing online publication in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of finance, saving, investing, investments, investment brokerage, and asset management
Goods and ServicesMonthly newsletter featuring information for mutual fund investors
Goods and ServicesFinancial services, namely, investment management services, financial planning services, mutual fund investment services, securities brokerage services and financial information provided by electronic means; providing information in the financial and investment fields; research in the fields of finance, saving, investing, investments, investment brokerage, and asset management
Pseudo MarkFUND X

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 DateFriday, June 1, 2012
Primary Code016
First Use Anywhere DateTuesday, August 31, 1976
First Use In Commerce DateTuesday, August 31, 1976

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 1, 2012
Primary Code036
First Use Anywhere DateThursday, November 1, 2001
First Use In Commerce DateThursday, November 1, 2001

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateFriday, June 1, 2012
Primary Code041
First Use Anywhere DateThursday, November 1, 2001
First Use In Commerce DateThursday, November 1, 2001

Trademark Owner History


Party NameONE CAPITAL MANAGEMENT LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWESTLAKE VILLAGE, CA 91361

Party NameFundX Investment Group LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94104

Party NameFundX Investment Group LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94104

Party NameFundX Investment Group LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94104

Trademark Events


Event DateEvent Description
Wednesday, March 6, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, March 6, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, March 6, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, March 6, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 4, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, September 20, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, July 23, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Sunday, August 25, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, August 25, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, August 22, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, July 10, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, July 23, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, December 2, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 23, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, May 7, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 7, 2013PUBLISHED FOR OPPOSITION
Wednesday, April 17, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, April 1, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, March 26, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, March 21, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, March 21, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 15, 2013ASSIGNED TO LIE
Thursday, March 14, 2013TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, March 14, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, September 22, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, September 22, 2012NON-FINAL ACTION E-MAILED
Saturday, September 22, 2012NON-FINAL ACTION WRITTEN
Thursday, September 13, 2012ASSIGNED TO EXAMINER
Saturday, June 2, 2012NOTICE OF PSEUDO MARK MAILED
Friday, June 1, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, May 28, 2012NEW APPLICATION ENTERED