| Serial Number | 98011382 |
| Word Mark | INVESTI |
| Filing Date | Wednesday, May 24, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 18, 2024 |
| Registration Number | 7418862 |
| Registration Date | Tuesday, June 18, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, April 2, 2024 |
| Description of Mark | The mark consists of the stylized wording "INVESTI" with the "IN" in black with a green dot above the letter "I", the letter "V" in green with light green shading, "ESTI" in black with the "I" having a green dot above it, and all underlined in green. |
| Goods and Services | Financial advisory and consultancy services; Financial consultancy services; Financial information and advisory services; Financial investment brokerage services; Strategic financial advisory services |
| Indication of Colors claimed | The color(s) black, green, and lite green 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 | Monday, June 26, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2023 |
| First Use In Commerce Date | Sunday, January 1, 2023 |
| Party Name | WINTER HARBOR CAPITAL FUND I, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | GREENPORT, NY 11944 |
| Party Name | InvestiFin, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Arlington, TN 38002 |
| Party Name | InvestiFin, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Arlington, TN 38002 |
| Party Name | InvestiFin, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Arlington, TN 38002 |
| Event Date | Event Description |
| Saturday, May 27, 2023 | NEW APPLICATION ENTERED |
| Monday, June 26, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 27, 2023 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, February 15, 2024 | ASSIGNED TO EXAMINER |
| Monday, February 19, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, February 19, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, February 15, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, February 15, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, February 15, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 19, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, February 28, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, April 2, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 13, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 2, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 18, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Thursday, September 5, 2024 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, June 18, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |