INVEST WITH REASON Trademark

Trademark Overview


On Friday, February 1, 2013, a trademark application was filed for INVEST WITH REASON with the United States Patent and Trademark Office. The USPTO has given the INVEST WITH REASON trademark a serial number of 85838280. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, July 12, 2024. This trademark is owned by Gerstein, Fisher & Associates, Inc.. The INVEST WITH REASON trademark is filed in the Paper & Printed Material Products, Advertising, Business and Retail Services, Insurance & Financial Services, and Education & Entertainment Services categories with the following description:

on-line journals, namely, blogs featuring planning, advice and information in the fields of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information

newsletters in the field of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information

investment advice; investment services, namely, asset management services; estate and living trust management; administration and management of pension plans; financial services, namely, financial planning, retirement planning, college planning, charitable giving planning, and estate planning; mortgage procurement for others; mortgage banking; maintaining mortgage escrow accounts; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of mortgage loans; insurance planning; financial loan consultation, loan financing, security services, namely, guaranteeing loans

tax and taxation planning, advice, information and consultancy services; business advisory services, consultancy and information
invest with reason

General Information


Serial Number85838280
Word MarkINVEST WITH REASON
Filing DateFriday, February 1, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, July 12, 2024
Registration Number4460156
Registration DateTuesday, December 31, 2013
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 9, 2013

Trademark Statements


Goods and Serviceson-line journals, namely, blogs featuring planning, advice and information in the fields of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information
Goods and Servicesnewsletters in the field of business, financial, retirement, tax, banking, securities, loans, brokerage, investment, asset management, estate, living trust, and retirement planning, advice and information
Goods and Servicesinvestment advice; investment services, namely, asset management services; estate and living trust management; administration and management of pension plans; financial services, namely, financial planning, retirement planning, college planning, charitable giving planning, and estate planning; mortgage procurement for others; mortgage banking; maintaining mortgage escrow accounts; mortgage banking services, namely, origination, acquisition, servicing, securitization, and brokerage of mortgage loans; insurance planning; financial loan consultation, loan financing, security services, namely, guaranteeing loans
Goods and Servicestax and taxation planning, advice, information and consultancy services; business advisory services, consultancy and information
NOT AVAILABLE"INVEST"

Classification Information


International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 12, 2024
Primary Code016
First Use Anywhere DateThursday, September 30, 2010
First Use In Commerce DateThursday, September 30, 2010

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 12, 2024
Primary Code035
First Use Anywhere DateWednesday, April 3, 2013
First Use In Commerce DateWednesday, April 3, 2013

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 12, 2024
Primary Code036
First Use Anywhere DateWednesday, April 3, 2013
First Use In Commerce DateWednesday, April 3, 2013

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, July 12, 2024
Primary Code041
First Use Anywhere DateThursday, September 30, 2010
First Use In Commerce DateThursday, September 30, 2010

Trademark Owner History


Party NamePEOPLE'S UNITED ADVISORS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressBRIDGEPORT, CT 06604

Party NamePEOPLE'S SECURITIES, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressBRIDGEPORT, CT 06604

Party NameGerstein, Fisher & Associates, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Party NameGerstein, Fisher & Associates, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Party NameGerstein, Fisher & Associates, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10017

Trademark Events


Event DateEvent Description
Wednesday, May 15, 2013ASSIGNED TO EXAMINER
Tuesday, February 5, 2013NEW APPLICATION ENTERED
Thursday, February 7, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, May 18, 2013EXAMINERS AMENDMENT -WRITTEN
Saturday, May 18, 2013EXAMINERS AMENDMENT E-MAILED
Saturday, May 18, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Wednesday, June 5, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, May 18, 2013EXAMINER'S AMENDMENT ENTERED
Saturday, May 18, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, June 5, 2013ASSIGNED TO LIE
Wednesday, June 19, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 9, 2013PUBLISHED FOR OPPOSITION
Tuesday, July 9, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 3, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, October 23, 2013TEAS STATEMENT OF USE RECEIVED
Wednesday, October 23, 2013USE AMENDMENT FILED
Monday, November 25, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, November 25, 2013STATEMENT OF USE PROCESSING COMPLETE
Monday, November 25, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, November 26, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, November 27, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, December 31, 2013REGISTERED-PRINCIPAL REGISTER
Wednesday, November 23, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, September 27, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, December 31, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sunday, January 27, 2019TEAS SECTION 8 & 15 RECEIVED
Tuesday, March 5, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, March 5, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, March 5, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, October 28, 2019TEAS SECTION 8 & 15 RECEIVED
Wednesday, November 6, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sunday, December 1, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, February 6, 2020REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, February 6, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, August 28, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, August 28, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, August 28, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, August 28, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, August 28, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Saturday, September 5, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, September 5, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, September 5, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, September 5, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, September 5, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, May 30, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sunday, May 30, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, May 30, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, May 30, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, May 30, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, October 27, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 27, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 27, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, December 31, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, June 22, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, June 22, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, June 22, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 22, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 22, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 23, 2023TEAS WITHDRAWAL OF ATTORNEY RECEIVED
Friday, June 23, 2023WITHDRAWAL OF ATTORNEY GRANTED
Friday, July 12, 2024CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9