INSTRATEGY Trademark

Trademark Overview

On Wednesday, April 26, 2017, a trademark application was filed for INSTRATEGY with the United States Patent and Trademark Office. The USPTO has given the INSTRATEGY trademark a serial number of 87426727. The federal status of this trademark filing is REGISTERED as of Tuesday, April 13, 2021. This trademark is owned by Rowling and Associates Accountancy Corporation. The INSTRATEGY trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Investment research, namely, providing information and research in the field of finance and financial investment; global investment research and advisory services; Providing information and research in the field of finance, financial investments, and financial portfolio models; all of the foregoing excluding for use in the insurance and reinsurance industries

Providing information and research in the field of software configuration, namely, financial investment tax strategy software settings
instrategy

General Information

Serial Number87426727
Word MarkINSTRATEGY
Filing DateWednesday, April 26, 2017
Status700 - REGISTERED
Status DateTuesday, April 13, 2021
Registration Number6322415
Registration DateTuesday, April 13, 2021
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, September 22, 2020

Trademark Statements

Goods and ServicesInvestment research, namely, providing information and research in the field of finance and financial investment; global investment research and advisory services; Providing information and research in the field of finance, financial investments, and financial portfolio models; all of the foregoing excluding for use in the insurance and reinsurance industries
Pseudo MarkINVESTMENT STRATEGY
Goods and ServicesProviding information and research in the field of software configuration, namely, financial investment tax strategy software settings

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 5, 2017
Primary Code036
First Use Anywhere DateWednesday, May 31, 2017
First Use In Commerce DateWednesday, May 31, 2017
International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateMonday, October 29, 2018
Primary Code042
First Use Anywhere DateWednesday, May 31, 2017
First Use In Commerce DateWednesday, May 31, 2017

Trademark Owner History

Party NameROWLING & ASSOCIATES, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92108
US
Party NameROWLING & ASSOCIATES, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressSAN DIEGO, CA 92108
US
Party NameRowling and Associates Accountancy Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92108
US
Party NameRowling and Associates Accountancy Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Diego, CA 92108
US

Trademark Events

Event DateEvent Description
Saturday, April 29, 2017NEW APPLICATION ENTERED
Monday, June 5, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, July 22, 2017ASSIGNED TO EXAMINER
Wednesday, August 2, 2017NON-FINAL ACTION WRITTEN
Wednesday, August 2, 2017NON-FINAL ACTION E-MAILED
Wednesday, August 2, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 2, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, February 2, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, February 3, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 10, 2018FINAL REFUSAL WRITTEN
Tuesday, April 10, 2018FINAL REFUSAL E-MAILED
Tuesday, April 10, 2018NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, October 9, 2018TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, October 18, 2018ASSIGNED TO LIE
Monday, October 29, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 29, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 30, 2018SUSPENSION LETTER WRITTEN
Tuesday, October 30, 2018LETTER OF SUSPENSION E-MAILED
Tuesday, October 30, 2018NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, May 28, 2019REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Tuesday, January 7, 2020ASSIGNED TO LIE
Tuesday, January 7, 2020SUSPENSION CHECKED - TO ATTORNEY FOR ACTION
Monday, February 3, 2020NON-FINAL ACTION WRITTEN
Monday, February 3, 2020NON-FINAL ACTION E-MAILED
Monday, February 3, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 1, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, July 1, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 2, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 13, 2020ASSIGNED TO EXAMINER
Tuesday, August 18, 2020APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 2, 2020NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, September 22, 2020PUBLISHED FOR OPPOSITION
Tuesday, September 22, 2020OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 17, 2020NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Thursday, January 28, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 28, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 28, 2021TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Thursday, January 28, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, February 10, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, February 12, 2021TEAS STATEMENT OF USE RECEIVED
Friday, February 12, 2021SOU TEAS EXTENSION RECEIVED
Monday, March 1, 2021CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, February 12, 2021SOU EXTENSION 1 FILED
Monday, March 8, 2021SOU EXTENSION 1 GRANTED
Friday, February 12, 2021USE AMENDMENT FILED
Monday, March 8, 2021STATEMENT OF USE PROCESSING COMPLETE
Monday, March 8, 2021ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, March 9, 2021NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, March 9, 2021NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, April 13, 2021REGISTERED-PRINCIPAL REGISTER
Monday, April 13, 2026COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Related Keywords

instrategy research investment financial field information providing software finance namely industries