IVY FUNDS Trademark

Trademark Overview

On Thursday, May 12, 2005, a trademark application was filed for IVY FUNDS with the United States Patent and Trademark Office. The USPTO has given the IVY FUNDS trademark a serial number of 78628791. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, May 16, 2015. This trademark is owned by Ivy Funds Distributor, Inc.. The IVY FUNDS trademark is filed in the Insurance & Financial Services category with the following description:

mutual fund investment services
ivy funds

General Information

Serial Number78628791
Word MarkIVY FUNDS
Filing DateThursday, May 12, 2005
Status800 - REGISTERED AND RENEWED
Status DateSaturday, May 16, 2015
Registration Number3085426
Registration DateTuesday, April 25, 2006
Mark Drawing3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 31, 2006

Trademark Statements

Certificate of Correction for RegistrationIn the statement, Column 1, line 1, "DELAWARE" should be deleted, and FLORIDA should be inserted.
NOT AVAILABLE"FUNDS"
Description of MarkThe mark consists of an ivy leaf oriented with the stem pointing down and to the left on a black circle. The black circle is outlined in white and further outlined in black to the left of the underscored words "IVY FUNDS".
Goods and Servicesmutual fund investment services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 19, 2005
Primary Code036
First Use Anywhere DateTuesday, July 1, 2003
First Use In Commerce DateTuesday, July 1, 2003

Trademark Owner History

Party NameNOMURA ASSET MANAGEMENT INTERNATIONAL INC.
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPHILADELPHIA, PA 19106
US
Party NameMACQUARIE MANAGEMENT HOLDINGS, INC.
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressPHILADELPHIA, PA 191062354
US
Party NameIVY DISTRIBUTORS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressOVERLAND PARK, KS 66202
US
Party NameIvy Funds Distributor, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66202
US
Party NameIvy Funds Distributor, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66202
US
Party NameIvy Funds Distributor, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressShawnee Mission, KS 66202
US

Trademark Events

Event DateEvent Description
Thursday, May 19, 2005NEW APPLICATION ENTERED
Thursday, December 8, 2005ASSIGNED TO EXAMINER
Tuesday, December 13, 2005EXAMINERS AMENDMENT -WRITTEN
Tuesday, December 13, 2005EXAMINERS AMENDMENT E-MAILED
Tuesday, December 13, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 16, 2005ASSIGNED TO LIE
Wednesday, December 21, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, January 11, 2006NOTICE OF PUBLICATION
Tuesday, January 31, 2006PUBLISHED FOR OPPOSITION
Tuesday, April 25, 2006REGISTERED-PRINCIPAL REGISTER
Wednesday, September 30, 2009TEAS SECTION 7 REQUEST RECEIVED
Thursday, November 12, 2009CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, November 12, 2009CORRECTION UNDER SECTION 7 - PROCESSED
Wednesday, May 5, 2010TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 7, 2011TEAS SECTION 8 & 15 RECEIVED
Tuesday, December 20, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, December 20, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, December 20, 2011NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, April 25, 2015COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, April 29, 2015TEAS SECTION 8 & 9 RECEIVED
Saturday, May 16, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, May 16, 2015REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, May 16, 2015REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, May 16, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, May 11, 2016AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, June 5, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 23, 2020REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED
Wednesday, June 16, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, April 25, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, January 26, 2026TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, January 26, 2026ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, January 26, 2026TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, January 26, 2026TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Wednesday, April 1, 2026AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

funds services investment fund mutual