FUNDX UPGRADER Trademark

Trademark Overview


On Friday, May 11, 2018, a trademark application was filed for FUNDX UPGRADER with the United States Patent and Trademark Office. The USPTO has given the FUNDX UPGRADER trademark a serial number of 87918438. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 25, 2025. This trademark is owned by FundX Investment Group LLC. The FUNDX UPGRADER trademark is filed in the Insurance & Financial Services category with the following description:

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

General Information


Serial Number87918438
Word MarkFUNDX UPGRADER
Filing DateFriday, May 11, 2018
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 25, 2025
Registration Number5654181
Registration DateTuesday, January 15, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 30, 2018

Trademark Statements


Goods and ServicesFinancial services, namely, investment management services, mutual fund investment services, and financial information provided by electronic means; providing information and research in the fields of finance, investing, investments, and financial asset management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateSaturday, July 26, 2025
Primary Code036
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
Sunday, May 20, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 4, 2018ASSIGNED TO EXAMINER
Tuesday, May 15, 2018NEW APPLICATION ENTERED
Friday, September 21, 2018ASSIGNED TO LIE
Tuesday, October 30, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 15, 2019REGISTERED-PRINCIPAL REGISTER
Wednesday, October 4, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, January 15, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, July 25, 2025CANCELLED SEC. 8 (6-YR)
Tuesday, October 30, 2018PUBLISHED FOR OPPOSITION
Thursday, September 6, 2018EXAMINERS AMENDMENT -WRITTEN
Thursday, September 6, 2018APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 6, 2018EXAMINER'S AMENDMENT ENTERED
Thursday, September 6, 2018EXAMINERS AMENDMENT E-MAILED
Thursday, September 6, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, October 10, 2018NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED