| Serial Number | 85935448 |
| Word Mark | KOVITZ INVESTMENT GROUP INTRINSIC VALUES |
| Filing Date | Friday, May 17, 2013 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 30, 2024 |
| Registration Number | 4484065 |
| Registration Date | Tuesday, February 18, 2014 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 29, 2013 |
| Description of Mark | The mark consists of the underlined wording "KOVITZ INVESTMENT GROUP" in capital letters above the stylized italic wording "INTRINSIC VALUES" and a design of a stylized owl |
| 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, private 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; financial and investment consultancy services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| NOT AVAILABLE | "INVESTMENT GROUP" AND "INTRINSIC VALUES" |
| 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, August 30, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, May 15, 2013 |
| First Use In Commerce Date | Wednesday, May 15, 2013 |
| 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 |
| Wednesday, September 11, 2013 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Tuesday, May 21, 2013 | NEW APPLICATION ENTERED |
| Thursday, May 30, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, May 31, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, September 5, 2013 | ASSIGNED TO EXAMINER |
| Tuesday, September 10, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, September 10, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 10, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 10, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 10, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, October 29, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, September 11, 2013 | EXAMINERS AMENDMENT -WRITTEN |
| Wednesday, September 11, 2013 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 11, 2013 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Wednesday, September 11, 2013 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, September 11, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 24, 2013 | ASSIGNED TO LIE |
| Wednesday, September 25, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 9, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 29, 2013 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 18, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 18, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, November 27, 2013 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Monday, January 13, 2014 | EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED |
| Wednesday, January 27, 2016 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, July 19, 2017 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, August 8, 2018 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, August 16, 2019 | TEAS SECTION 8 & 15 RECEIVED |
| Friday, August 16, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, September 24, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, August 30, 2024 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Tuesday, September 24, 2019 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, September 24, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED |