| Serial Number | 75305964 |
| Word Mark | IBBOTSON |
| Filing Date | Tuesday, June 10, 1997 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, November 27, 2019 |
| Registration Number | 2240224 |
| Registration Date | Tuesday, April 20, 1999 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 26, 1999 |
| Goods and Services | providing financial consulting services to finance professionals, namely, strategic asset allocation design, risk assessment and portfolio construction; corporate derivatives/risk management program evaluation and structuring; pension plan review and analysis; evaluation analysis and cost of capital analysis, investment policy derivative and performance litigation support |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, July 1, 1997 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, January 31, 1985 |
| First Use In Commerce Date | Thursday, January 31, 1985 |
| Party Name | Morningstar Investment Management LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60602 |
| Party Name | Ibbotson Associates, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 606017676 |
| Party Name | Ibbotson Associates, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 606017676 |
| Party Name | Ibbotson Associates, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 606017676 |
| Event Date | Event Description |
| Wednesday, November 27, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, November 27, 2019 | REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS) |
| Wednesday, November 27, 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, November 27, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, October 18, 2019 | TEAS SECTION 8 & 9 RECEIVED |
| Friday, April 20, 2018 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, September 23, 2009 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, September 23, 2009 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Wednesday, September 23, 2009 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, September 11, 2009 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, July 17, 2007 | CASE FILE IN TICRS |
| Tuesday, June 1, 2004 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, April 26, 2004 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Monday, April 26, 2004 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, October 17, 2003 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 20, 1999 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 26, 1999 | PUBLISHED FOR OPPOSITION |
| Saturday, December 26, 1998 | NOTICE OF PUBLICATION |
| Tuesday, October 13, 1998 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, August 6, 1998 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, February 18, 1998 | NON-FINAL ACTION MAILED |
| Wednesday, January 21, 1998 | ASSIGNED TO EXAMINER |
| Friday, January 16, 1998 | ASSIGNED TO EXAMINER |