KOVITZ Trademark

Trademark Overview

On Monday, October 7, 2024, a trademark application was filed for KOVITZ with the United States Patent and Trademark Office. The USPTO has given the KOVITZ trademark a serial number of 98789176. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Friday, April 11, 2025. This trademark is owned by Kovitz Investment Group Partners, LLC. The KOVITZ trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, wealth management services; investment management services; financial calculation services for others; financial consulting services; investment advisory services; securities brokerage account services; investment brokerage services; financial planning and financial portfolio management services

Business management and advice; tax consulting and preparation services; accounting services; family office services, namely, providing strategic advice to individuals
kovitz

General Information

Serial Number98789176
Word MarkKOVITZ
Filing DateMonday, October 7, 2024
Status641 - NON-FINAL ACTION - MAILED
Status DateFriday, April 11, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, wealth management services; investment management services; financial calculation services for others; financial consulting services; investment advisory services; securities brokerage account services; investment brokerage services; financial planning and financial portfolio management services
Goods and ServicesBusiness management and advice; tax consulting and preparation services; accounting services; family office services, namely, providing strategic advice to individuals

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 7, 2024
Primary Code035
First Use Anywhere DateWednesday, October 1, 2003
First Use In Commerce DateWednesday, October 1, 2003
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, October 7, 2024
Primary Code036
First Use Anywhere DateWednesday, October 1, 2003
First Use In Commerce DateWednesday, October 1, 2003

Trademark Owner History

Party NameKovitz Investment Group Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events

Event DateEvent Description
Monday, October 7, 2024NEW APPLICATION ENTERED
Wednesday, April 9, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, April 10, 2025ASSIGNED TO EXAMINER
Friday, April 11, 2025NON-FINAL ACTION E-MAILED
Friday, April 11, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 11, 2025NON-FINAL ACTION WRITTEN

Related Keywords

kovitz services financial management investment advice consulting brokerage namely accounting preparation