| Serial Number | 85658711 |
| Word Mark | INVESTOR'S RESOURCE YOUR TRUSTED PARTNER FOR LIFE |
| Filing Date | Friday, June 22, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, February 13, 2023 |
| Registration Number | 4362372 |
| Registration Date | Tuesday, July 2, 2013 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 18, 2012 |
| Description of Mark | The mark consists of a quadrilateral on the left containing an image of a white two-lane road with a blue median, with gray shading to the left of the image and black shading to the right of the image. To the right of this image, are the words, "INVESTOR'S RESOURCE," with the word "INVESTOR'S" in black lettering and the word, "RESOURCE" underneath in gray lettering. The words, "YOUR TRUSTED PARTNER FOR LIFE" in gray lettering are written below that wording and in smaller letters. |
| Goods and Services | Financial advice and consultancy services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advice; providing a website featuring personal financial information and financial advice; retirement planning services, namely, financial planning for retirement; estate planning services; insurance services, namely, insurance agency and brokerage; consulting and information concerning insurance |
| Indication of Colors claimed | The color(s) gray, blue, white and black is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTOR'S RESOURCE" |
| 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 | Friday, June 29, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, August 1, 2012 |
| First Use In Commerce Date | Wednesday, August 1, 2012 |
| Party Name | SMB INVESTMENTS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Madison, AL 35758 |
| Party Name | Investment Management and Consulting, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Madison, AL 35758 |
| Party Name | Investment Management and Consulting, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Madison, AL 35758 |
| Party Name | Investment Management and Consulting, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Madison, AL 35758 |
| Event Date | Event Description |
| Monday, February 13, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, February 13, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, February 13, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, February 13, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 27, 2022 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, July 2, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, August 5, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, August 5, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, August 5, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, June 19, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, July 20, 2016 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, July 2, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, May 25, 2013 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED |
| Friday, May 24, 2013 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Monday, May 20, 2013 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, April 29, 2013 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 2, 2013 | USE AMENDMENT FILED |
| Monday, April 29, 2013 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, April 2, 2013 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, February 12, 2013 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 18, 2012 | PUBLISHED FOR OPPOSITION |
| Wednesday, November 28, 2012 | NOTICE OF PUBLICATION |
| Thursday, November 15, 2012 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, November 13, 2012 | ASSIGNED TO LIE |
| Friday, October 26, 2012 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, October 26, 2012 | EXAMINER'S AMENDMENT MAILED |
| Thursday, October 25, 2012 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, October 25, 2012 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, October 11, 2012 | ASSIGNED TO EXAMINER |
| Saturday, June 30, 2012 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, June 29, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 26, 2012 | NEW APPLICATION ENTERED |