GOALS-BASED PERFORMANCE STANDARDS Trademark

Trademark Overview

On Tuesday, March 21, 2017, a trademark application was filed for GOALS-BASED PERFORMANCE STANDARDS with the United States Patent and Trademark Office. The USPTO has given the GOALS-BASED PERFORMANCE STANDARDS trademark a serial number of 87379520. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 4, 2025. This trademark is owned by Horizon Investments, LLC. The GOALS-BASED PERFORMANCE STANDARDS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory management, separate account management, and management or sub-advisory management of commingled investment vehicles, namely, mutual funds, exchange-traded funds and collective trust funds
goals-based performance standards

General Information

Serial Number87379520
Word MarkGOALS-BASED PERFORMANCE STANDARDS
Filing DateTuesday, March 21, 2017
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 4, 2025
Registration Number5572310
Registration DateTuesday, September 25, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, investment management services; investment services, namely, portfolio management, sub-advisory management, separate account management, and management or sub-advisory management of commingled investment vehicles, namely, mutual funds, exchange-traded funds and collective trust funds

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 DateFriday, April 4, 2025
Primary Code036
First Use Anywhere DateMonday, July 23, 2018
First Use In Commerce DateMonday, July 23, 2018

Trademark Owner History

Party NameHorizon Investments, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28277
Party NameHorizon Investments, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCharlotte, NC 28277

Trademark Events

Event DateEvent Description
Wednesday, June 21, 2017NON-FINAL ACTION WRITTEN
Friday, March 24, 2017NEW APPLICATION ENTERED
Friday, March 24, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, June 1, 2017TEAS VOLUNTARY AMENDMENT RECEIVED
Wednesday, June 14, 2017ASSIGNED TO EXAMINER
Thursday, December 21, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, May 24, 2018APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 21, 2017NON-FINAL ACTION E-MAILED
Wednesday, June 21, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, December 21, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, December 22, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, January 24, 2018FINAL REFUSAL WRITTEN
Wednesday, January 24, 2018FINAL REFUSAL E-MAILED
Wednesday, January 24, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, May 24, 2018TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, July 24, 2018TEAS AMENDMENT OF USE RECEIVED
Thursday, August 9, 2018ASSIGNED TO LIE
Monday, August 20, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, July 24, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, July 24, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 24, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 25, 2018USE AMENDMENT FILED
Wednesday, July 25, 2018AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, July 25, 2018USE AMENDMENT ACCEPTED
Wednesday, July 25, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, July 26, 2018NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, September 25, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, September 25, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, April 4, 2025CANCELLED SEC. 8 (6-YR)
Wednesday, December 8, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

standards performance based goals management funds investment namely services advisory exchange traded trust mutual