INVESTING SENSE Trademark

Trademark Overview

On Monday, August 8, 2011, a trademark application was filed for INVESTING SENSE with the United States Patent and Trademark Office. The USPTO has given the INVESTING SENSE trademark a serial number of 85391794. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, December 20, 2022. This trademark is owned by The Smith Advisory Group, LLC. The INVESTING SENSE trademark is filed in the Paper & Printed Material Products and Insurance & Financial Services categories with the following description:

Publications, namely, brochures, booklets, and teaching materials in the field of financial planning and investing

Financial planning and investment advisory services
investing sense

General Information

Serial Number85391794
Word MarkINVESTING SENSE
Filing DateMonday, August 8, 2011
Status800 - REGISTERED AND RENEWED
Status DateTuesday, December 20, 2022
Registration Number4302160
Registration DateTuesday, March 12, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 27, 2012

Trademark Statements

Goods and ServicesPublications, namely, brochures, booklets, and teaching materials in the field of financial planning and investing
Goods and ServicesFinancial planning and investment advisory services
Disclaimer with Predetermined Text"INVESTING"

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 Code6 - Active
Class Status DateThursday, August 11, 2011
Primary Code016
First Use Anywhere DateMonday, October 1, 2012
First Use In Commerce DateMonday, October 1, 2012
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 11, 2011
Primary Code036
First Use Anywhere DateMonday, October 1, 2012
First Use In Commerce DateMonday, October 1, 2012

Trademark Owner History

Party NameEDELMAN FINANCIAL ENGINES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSanta Clara, CA 95054
Party NameFINANCIAL ENGINES, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSUNNYVALE, CA 94089
Party NameTMFS HOLDINGS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressOVERLAND PARK, KS 66210
Party NameThe Smith Advisory Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressWestfield, IN 46074
Party NameThe Smith Advisory Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressWestfield, IN 46074
Party NameThe Smith Advisory Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWestfield, IN 46074

Trademark Events

Event DateEvent Description
Tuesday, December 20, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, December 20, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, December 20, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, December 20, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 6, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, March 12, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, September 19, 2019NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, September 19, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, September 19, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 4, 2019TEAS SECTION 8 RECEIVED
Wednesday, December 5, 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 1, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 25, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, March 12, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 29, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, September 29, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, September 27, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 24, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, March 12, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, February 5, 2013NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, February 4, 2013LAW OFFICE REGISTRATION REVIEW COMPLETED
Sunday, February 3, 2013ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, January 22, 2013STATEMENT OF USE PROCESSING COMPLETE
Monday, December 24, 2012USE AMENDMENT FILED
Tuesday, January 22, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, December 24, 2012TEAS STATEMENT OF USE RECEIVED
Friday, November 23, 2012NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, November 21, 2012SOU EXTENSION 1 GRANTED
Wednesday, November 21, 2012SOU EXTENSION 1 FILED
Wednesday, November 21, 2012TEAS EXTENSION RECEIVED
Tuesday, May 22, 2012NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 27, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 27, 2012PUBLISHED FOR OPPOSITION
Wednesday, March 7, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, February 17, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, February 17, 2012ASSIGNED TO LIE
Thursday, February 2, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, January 14, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 13, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 13, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, December 2, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, December 2, 2011NON-FINAL ACTION E-MAILED
Friday, December 2, 2011NON-FINAL ACTION WRITTEN
Thursday, December 1, 2011ASSIGNED TO EXAMINER
Thursday, August 11, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, August 11, 2011NEW APPLICATION ENTERED

Related Keywords

sense investing financial planning advisory services investment field brochures namely booklets