INVESTOR DIRECTED Trademark

Trademark Overview


On Monday, October 5, 2020, a trademark application was filed for INVESTOR DIRECTED with the United States Patent and Trademark Office. The USPTO has given the INVESTOR DIRECTED trademark a serial number of 90236001. The federal status of this trademark filing is REGISTERED as of Tuesday, November 23, 2021. This trademark is owned by ID Funds Advisor LLC. The INVESTOR DIRECTED trademark is filed in the Insurance & Financial Services and Computer & Software Services & Scientific Services categories with the following description:

Financial services, namely, private investment advisory services for high net worth investors, in particular, investment advice in the fields of private equity securities; private equity fund investment services; fund investment administration and distribution services, namely, investment management services in the field of private equity and venture capital; providing an internet website portal for accessing information about investment opportunities, information about investment companies, and information about investments

Providing an internet website portal featuring technology that enables internet users to evaluate and access information about investment opportunities, communicate with investment companies, and make investments
investor directed

General Information


Serial Number90236001
Word MarkINVESTOR DIRECTED
Filing DateMonday, October 5, 2020
Status700 - REGISTERED
Status DateTuesday, November 23, 2021
Registration Number6571112
Registration DateTuesday, November 23, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial services, namely, private investment advisory services for high net worth investors, in particular, investment advice in the fields of private equity securities; private equity fund investment services; fund investment administration and distribution services, namely, investment management services in the field of private equity and venture capital; providing an internet website portal for accessing information about investment opportunities, information about investment companies, and information about investments
Goods and ServicesProviding an internet website portal featuring technology that enables internet users to evaluate and access information about investment opportunities, communicate with investment companies, and make investments

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, November 19, 2020
Primary Code036
First Use Anywhere DateSaturday, October 31, 2020
First Use In Commerce DateSaturday, October 31, 2020

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, September 3, 2021
Primary Code042
First Use Anywhere DateSunday, August 15, 2021
First Use In Commerce DateSunday, August 15, 2021

Trademark Owner History


Party NameID Funds Advisor LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressBoca Raton, FL 33487

Party NameID Funds Advisor LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressBoca Raton, FL 33487

Trademark Events


Event DateEvent Description
Tuesday, November 23, 2021REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, October 19, 2021LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 19, 2021NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, October 18, 2021ASSIGNED TO LIE
Sunday, October 17, 2021APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sunday, October 17, 2021USE AMENDMENT ACCEPTED
Wednesday, September 8, 2021AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, September 8, 2021USE AMENDMENT FILED
Tuesday, September 7, 2021TEAS AMENDMENT OF USE RECEIVED
Friday, September 3, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 2, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 2, 2021TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, March 8, 2021NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, March 8, 2021NON-FINAL ACTION E-MAILED
Monday, March 8, 2021NON-FINAL ACTION WRITTEN
Tuesday, March 2, 2021ASSIGNED TO EXAMINER
Thursday, November 19, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, October 8, 2020NEW APPLICATION ENTERED IN TRAM