INVEST WISELY Trademark
Trademark Overview
On Thursday, May 9, 1996, a trademark application was filed for INVEST WISELY with the United States Patent and Trademark Office. The USPTO has given the INVEST WISELY trademark a serial number of 75101925. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Tuesday, November 20, 2007. This trademark is owned by MONTGOMERY ASSET MANAGEMENT, L.P.. The INVEST WISELY trademark is filed in the Insurance & Financial Services category with the following description:
investment advisory services, investment management services; and mutual fund investment services
General Information
| Serial Number | 75101925 |
| Word Mark | INVEST WISELY |
| Filing Date | Thursday, May 9, 1996 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Tuesday, November 20, 2007 |
| Registration Number | 2118996 |
| Registration Date | Tuesday, December 9, 1997 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 16, 1997 |
Trademark Statements
| Certificate of Correction for Registration | IN THE STATEMENT, COLUMN 1, BEFORE LINE 1, "MONTGOMERY ASSET MANAGEMENT, LLC (DELAWARE LIMITED LIABILITY COMPANY) 101 CALIFORNIA STREET, STE. 35, SAN FRANCISCO, CA 94111, BY ASSIGNMENT AND CHANGE OF NAME FROM" SHOULD BE INSERTED. |
| Disclaimer with Predetermined Text | "INVEST" |
| Goods and Services | investment advisory services, investment management services; and mutual fund investment services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Tuesday, November 20, 2007 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 30, 1995 |
| First Use In Commerce Date | Thursday, November 30, 1995 |
Trademark Owner History
| Party Name | MONTGOMERY ASSET MANAGEMENT, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94111 |
| Party Name | MONTGOMERY ASSET MANAGEMENT, L.P. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 13 - Limited Partnership |
| Address | San Francisco, CA 94111 |
| Party Name | MONTGOMERY ASSET MANAGEMENT, L.P. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 13 - Limited Partnership |
| Address | San Francisco, CA 94111 |
Trademark Events
| Event Date | Event Description |
| Tuesday, November 20, 2007 | CANCELLED SEC. 8 (6-YR) |
| Thursday, February 15, 2007 | CASE FILE IN TICRS |
| Friday, November 6, 1998 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Friday, June 19, 1998 | CORRECTION UNDER SECTION 7 ¿ PROCESSED |
| Friday, May 1, 1998 | RESPONSE RECEIVED TO POST REG. ACTION |
| Wednesday, April 15, 1998 | POST REGISTRATION ACTION MAILED - SEC. 7 |
| Thursday, January 8, 1998 | REQUEST FOR NEW CERTIFICATE FILED |
| Tuesday, December 9, 1997 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 16, 1997 | PUBLISHED FOR OPPOSITION |
| Friday, August 15, 1997 | NOTICE OF PUBLICATION |
| Tuesday, July 15, 1997 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, June 17, 1997 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 19, 1996 | NON-FINAL ACTION MAILED |
| Tuesday, November 26, 1996 | ASSIGNED TO EXAMINER |
