| Serial Number | 76456011 |
| Word Mark | INSTITUTE FOR PRIVATE INVESTORS |
| Filing Date | Monday, October 7, 2002 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, December 23, 2016 |
| Registration Number | 3219229 |
| Registration Date | Tuesday, March 20, 2007 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 2, 2007 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Section 2(f) Limitation Statement | as to INSTITUTE FOR PRIVATE INVESTORS |
| Goods and Services | arranging and conducting business conferences in the field of private wealth management |
| Goods and Services | arranging and conducting educational conferences and seminars in the field of private wealth management |
| NOT AVAILABLE | INSTITUTE with respect to the services in International Class 41 |
| Goods and Services | providing financial information to private investors via a web site related to private wealth management, namely, providing comparative information on asset allocation, post market commentary and performance updates; and providing an on-line computer database in the field of financial investments for private investors which allows users to search for investment advisors by one or more of several criterion |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 23, 2003 |
| Primary Code | 035 |
| First Use Anywhere Date | Monday, December 12, 1994 |
| First Use In Commerce Date | Monday, December 12, 1994 |
| 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 | Thursday, October 17, 2002 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 10, 1993 |
| First Use In Commerce Date | Tuesday, August 10, 1993 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 23, 2003 |
| Primary Code | 041 |
| First Use Anywhere Date | Thursday, May 21, 1992 |
| First Use In Commerce Date | Thursday, May 21, 1992 |
| Party Name | INSTITUTE FOR PRIVATE INVESTORS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10004 US |
| Party Name | Charlotte Beyer Associates, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10004 US |
| Party Name | Charlotte Beyer Associates, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10004 US |
| Party Name | Charlotte Beyer Associates, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | New York, NY 10004 US |
| Event Date | Event Description |
| Tuesday, February 4, 2003 | ASSIGNED TO EXAMINER |
| Tuesday, February 25, 2003 | NON-FINAL ACTION MAILED |
| Wednesday, August 27, 2003 | PAPER RECEIVED |
| Friday, September 26, 2003 | CASE FILE IN TICRS |
| Friday, November 21, 2003 | PAPER RECEIVED |
| Monday, August 25, 2003 | DIVISIONAL REQUEST RECEIVED |
| Friday, January 9, 2004 | DIVISIONAL PROCESSING COMPLETE |
| Tuesday, February 3, 2004 | ASSIGNED TO EXAMINER |
| Tuesday, April 6, 2004 | NON-FINAL ACTION MAILED |
| Wednesday, October 13, 2004 | PAPER RECEIVED |
| Wednesday, October 13, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 19, 2004 | AMENDMENT FROM APPLICANT ENTERED |
| Tuesday, January 25, 2005 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 25, 2005 | NON-FINAL ACTION MAILED |
| Tuesday, July 26, 2005 | PAPER RECEIVED |
| Tuesday, July 26, 2005 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, August 3, 2005 | AMENDMENT FROM APPLICANT ENTERED |
| Friday, August 12, 2005 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, August 12, 2005 | EXAMINER'S AMENDMENT ENTERED |
| Friday, August 12, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 15, 2005 | EXAMINERS AMENDMENT MAILED |
| Friday, August 19, 2005 | ASSIGNED TO LIE |
| Monday, August 22, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, October 11, 2005 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Wednesday, October 26, 2005 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, November 14, 2005 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, November 14, 2005 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 14, 2005 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, November 15, 2005 | EXAMINERS AMENDMENT MAILED |
| Friday, November 18, 2005 | ASSIGNED TO LIE |
| Tuesday, November 29, 2005 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, February 14, 2006 | ASSIGNED TO EXAMINER |
| Friday, July 28, 2006 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, July 28, 2006 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, December 13, 2006 | NOTICE OF PUBLICATION |
| Tuesday, January 2, 2007 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 20, 2007 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 10, 2010 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, February 25, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, March 13, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, March 13, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, March 13, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |
| Tuesday, October 11, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 11, 2016 | TEAS SECTION 8 & 9 RECEIVED |
| Wednesday, December 21, 2016 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, December 23, 2016 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, December 23, 2016 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, December 23, 2016 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, March 20, 2026 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |