| Serial Number | 85327480 |
| Word Mark | KOVITZ INVESTMENT GROUP |
| Filing Date | Monday, May 23, 2011 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Thursday, March 31, 2022 |
| Registration Number | 4087154 |
| Registration Date | Tuesday, January 17, 2012 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, November 1, 2011 |
| 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, commodities, futures, 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 |
| NOT AVAILABLE | "INVESTMENT GROUP" |
| 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 3, 2011 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 1, 2003 |
| First Use In Commerce Date | Wednesday, October 1, 2003 |
| Party Name | Kovitz Investment Group Partners, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | New York, NY 10022 |
| Party Name | KOVITZ INVESTMENT GROUP, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Party Name | KOVITZ INVESTMENT GROUP, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Party Name | KOVITZ INVESTMENT GROUP, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60603 |
| Event Date | Event Description |
| Friday, September 23, 2011 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, May 26, 2011 | NEW APPLICATION ENTERED |
| Friday, June 3, 2011 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 8, 2011 | ASSIGNED TO EXAMINER |
| Thursday, September 8, 2011 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, September 8, 2011 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 8, 2011 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, September 8, 2011 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, September 8, 2011 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 21, 2011 | ASSIGNED TO LIE |
| Thursday, June 7, 2018 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, November 1, 2011 | PUBLISHED FOR OPPOSITION |
| Tuesday, November 1, 2011 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 17, 2012 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, January 27, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, January 17, 2017 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 19, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Thursday, December 21, 2017 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, December 28, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, January 2, 2018 | POST REGISTRATION ACTION MAILED - SEC. 8 & 15 |
| Thursday, March 31, 2022 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, July 2, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, July 2, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, August 8, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Sunday, January 17, 2021 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Tuesday, November 30, 2021 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, March 29, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, March 31, 2022 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Thursday, March 31, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Tuesday, September 24, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, September 24, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 24, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, October 2, 2024 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |