| Serial Number | 98659234 |
| Word Mark | INVEST SMARTER |
| Filing Date | Sunday, July 21, 2024 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, February 21, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
| Description of Mark | The mark consists of two concentric circles with gray, light and dark blue sections. |
| Goods and Services | Financial management in the field of investment portfolios; Financial portfolio analysis services; Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios |
| Indication of Colors claimed | The color(s) blue and gray is/are claimed as a feature of the mark. |
| 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 | Sunday, July 21, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, January 1, 2022 |
| First Use In Commerce Date | Saturday, January 1, 2022 |
| Party Name | Clear Capital Management LP |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Doylestown, PA 18901 |
| Event Date | Event Description |
| Monday, July 22, 2024 | NEW APPLICATION ENTERED |
| Sunday, February 9, 2025 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Sunday, February 9, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 10, 2025 | ASSIGNED TO EXAMINER |
| Friday, February 21, 2025 | NON-FINAL ACTION WRITTEN |
| Friday, February 21, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, February 21, 2025 | NON-FINAL ACTION E-MAILED |