INVEST SMARTER Trademark

Trademark Overview


On Sunday, July 21, 2024, a trademark application was filed for INVEST SMARTER with the United States Patent and Trademark Office. The USPTO has given the INVEST SMARTER trademark a serial number of 98659234. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, February 21, 2025. This trademark is owned by Clear Capital Management LP. The INVEST SMARTER trademark is filed in the Insurance & Financial Services category with the following description:

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
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General Information


Serial Number98659234
Word MarkINVEST SMARTER
Filing DateSunday, July 21, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, February 21, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Description of MarkThe mark consists of two concentric circles with gray, light and dark blue sections.
Goods and ServicesFinancial 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 claimedThe color(s) blue and gray is/are claimed as a feature of the mark.

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSunday, July 21, 2024
Primary Code036
First Use Anywhere DateSaturday, January 1, 2022
First Use In Commerce DateSaturday, January 1, 2022

Trademark Owner History


Party NameClear Capital Management LP
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressDoylestown, PA 18901

Trademark Events


Event DateEvent Description
Monday, July 22, 2024NEW APPLICATION ENTERED
Sunday, February 9, 2025NOTICE OF DESIGN SEARCH CODE E-MAILED
Sunday, February 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, February 10, 2025ASSIGNED TO EXAMINER
Friday, February 21, 2025NON-FINAL ACTION WRITTEN
Friday, February 21, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, February 21, 2025NON-FINAL ACTION E-MAILED