| Serial Number | 86876485 |
| Word Mark | IVY INVESTMENTS |
| Filing Date | Friday, January 15, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, February 2, 2023 |
| Registration Number | 5075107 |
| Registration Date | Tuesday, November 1, 2016 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 7, 2016 |
| Description of Mark | The mark consists of an ivy leaf oriented with the top of the leaf pointing up and to the right. The word "IVY" appears to the right of the leaf in large, block letters, with the word "INVESTMENTS" appearing below in smaller font. |
| Goods and Services | financial services, namely, investment management and administration of college savings plans; investment advisory services; investment of funds for others; investment management and distribution of shares of investment companies or other pooled investment vehicles, namely, mutual funds, closed end funds, variable insurance funds; [ and European registered investment funds; ] providing information by means of a website in the field of investment and investment management [ ; and financial sponsorship of athletic competitions and sporting and entertainment events ] |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTMENTS" |
| 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 | Tuesday, January 19, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, April 22, 2016 |
| First Use In Commerce Date | Friday, April 22, 2016 |
| Party Name | MACQUARIE MANAGEMENT HOLDINGS, INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | Philadelphia, PA 191062354 |
| Party Name | IVY DISTRIBUTORS, INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | OVERLAND PARK, KS 66202 |
| Party Name | IVY DISTRIBUTORS, INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | OVERLAND PARK, KS 66202 |
| Party Name | IVY DISTRIBUTORS, INC. |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 03 - Corporation |
| Address | OVERLAND PARK, KS 66202 |
| Party Name | Ivy Funds Distributor, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Shawnee Mission, KS 66202 |
| Event Date | Event Description |
| Thursday, February 2, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Thursday, February 2, 2023 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, February 2, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, July 15, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, November 1, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, June 16, 2021 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, July 23, 2020 | REVIEW OF CORRESPONDENCE COMPLETE - ADDRESS UPDATED |
| Friday, June 5, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 1, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 28, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, September 27, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, September 8, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Friday, August 12, 2016 | USE AMENDMENT FILED |
| Wednesday, September 7, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, August 12, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, August 12, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, August 2, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 7, 2016 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 7, 2016 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 18, 2016 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Wednesday, May 11, 2016 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 3, 2016 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 3, 2016 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, May 3, 2016 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 3, 2016 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, May 3, 2016 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, May 2, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, January 20, 2016 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Tuesday, January 19, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, January 19, 2016 | NEW APPLICATION ENTERED |