HARRIS | OAKMARK Trademark

Trademark Overview


On Monday, May 13, 2024, a trademark application was filed for HARRIS | OAKMARK with the United States Patent and Trademark Office. The USPTO has given the HARRIS | OAKMARK trademark a serial number of 98546844. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, May 13, 2024. This trademark is owned by Harris Associates L.P.. The HARRIS | OAKMARK trademark is filed in the Insurance & Financial Services category with the following description:

Investment management services; mutual fund distribution services; and mutual fund and exchange-traded fund (ETF) investment services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments, and exchange-traded funds (ETFs); Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, and rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios
harris | oakmark

General Information


Serial Number98546844
Word MarkHARRIS | OAKMARK
Filing DateMonday, May 13, 2024
Status630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Status DateMonday, May 13, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment management services; mutual fund distribution services; and mutual fund and exchange-traded fund (ETF) investment services; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients, families, and institutional investors, consisting of both separate accounts and mutual funds for equity and fixed income investments, and exchange-traded funds (ETFs); Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, and rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of securities portfolios

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, May 13, 2024
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History


Party NameHarris Associates L.P.
Party Type10 - Original Applicant
Legal Entity Type13 - Limited Partnership
AddressChicago, IL 60606

Trademark Events


Event DateEvent Description
Monday, May 13, 2024NEW APPLICATION ENTERED
Tuesday, November 12, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED