| Serial Number | 77237573 |
| Word Mark | KOVITZ INVESTMENT GROUP CAPITAL IDEAS |
| Filing Date | Tuesday, July 24, 2007 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, June 7, 2019 |
| Registration Number | 3528598 |
| Registration Date | Tuesday, November 4, 2008 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, January 22, 2008 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "INVESTMENT GROUP" |
| Description of Mark | The mark consists of an owl located at the beginning of the mark, the standard letters for "KOVITZ INVESTMENT GROUP", and stylized letters for "CAPITAL IDEAS". |
| 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 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, June 7, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, September 30, 2007 |
| First Use In Commerce Date | Sunday, September 30, 2007 |
| 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 60606 |
| Event Date | Event Description |
| Friday, June 7, 2019 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Wednesday, August 8, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Saturday, November 4, 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, July 19, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, January 27, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, December 3, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, December 3, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, November 21, 2013 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Tuesday, December 3, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 21, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Tuesday, November 4, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, October 1, 2008 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| Tuesday, September 30, 2008 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Friday, September 19, 2008 | STATEMENT OF USE PROCESSING COMPLETE |
| Wednesday, September 17, 2008 | USE AMENDMENT FILED |
| Friday, September 19, 2008 | EXTENSION 1 GRANTED |
| Wednesday, September 17, 2008 | EXTENSION 1 FILED |
| Friday, September 19, 2008 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, September 17, 2008 | TEAS EXTENSION RECEIVED |
| Wednesday, September 17, 2008 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, April 15, 2008 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, January 22, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 2, 2008 | NOTICE OF PUBLICATION |
| Friday, December 14, 2007 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, December 14, 2007 | ASSIGNED TO LIE |
| Wednesday, November 7, 2007 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, November 5, 2007 | EXAMINER'S AMENDMENT ENTERED |
| Monday, November 5, 2007 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, November 5, 2007 | EXAMINERS AMENDMENT E-MAILED |
| Monday, November 5, 2007 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, October 29, 2007 | ASSIGNED TO EXAMINER |
| Saturday, July 28, 2007 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, July 27, 2007 | NEW APPLICATION ENTERED IN TRAM |