| Serial Number | 88760303 |
| Word Mark | K KOVITZ |
| Filing Date | Wednesday, January 15, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 9, 2021 |
| Registration Number | 6290637 |
| Registration Date | Tuesday, March 9, 2021 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 12, 2020 |
| Description of Mark | The mark consists of a stylized geometric "K" with the term "KOVITZ" to the right. |
| Goods and Services | Financial investment services, investment advice and investment management services, securities brokerage account services and investment brokerage services, all in the fields of financial securities, stocks, bonds, money market funds, mutual funds, stock options, and indices of financial securities; Financial planning and financial portfolio management services, namely, monitoring investment value and performance of investments, analyzing investment performance, evaluating asset allocation, risk tolerance, financial alternative plans and investment time frames; providing information by electronic means, by phone and by online means in the field of investment account information and financial research; Annuity investment services, namely, providing information and analysis in the fields of finance, investment, financial planning, and financial investment strategy; consultancy relating to the aforesaid services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| 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 | Wednesday, January 22, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, April 21, 2020 |
| First Use In Commerce Date | Tuesday, April 21, 2020 |
| Party Name | Kovitz Investment Group Partners, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Party Name | Kovitz Investment Group Partners, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Party Name | Kovitz Investment Group Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Event Date | Event Description |
| Saturday, January 18, 2020 | NEW APPLICATION ENTERED |
| Wednesday, January 22, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, January 23, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, April 2, 2020 | ASSIGNED TO EXAMINER |
| Thursday, April 2, 2020 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, May 12, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, April 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 12, 2020 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 7, 2020 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 8, 2020 | TEAS STATEMENT OF USE RECEIVED |
| Monday, November 2, 2020 | ASSIGNED TO EXAMINER |
| Tuesday, December 8, 2020 | USE AMENDMENT FILED |
| Thursday, January 14, 2021 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 21, 2020 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 2, 2021 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 9, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 3, 2021 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Monday, September 30, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Monday, September 30, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, September 30, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 2, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |