| Serial Number | 87934815 |
| Word Mark | LAKEWIND INVESTMENTS |
| Filing Date | Thursday, May 24, 2018 |
| Status | 701 - SECTION 8 - ACCEPTED |
| Status Date | Monday, October 21, 2024 |
| Registration Number | 5678520 |
| Registration Date | Tuesday, February 19, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, December 4, 2018 |
| Description of Mark | The mark consists of "Lakewind Investments" with "LAKEWIND" appearing in blue above "INVESTMENTS" appearing in grey; there are three black wavy lines to the left of "INVESTMENTS" and beginning under where the "L" in "Lakewind" starts and ends shortly after the midway point of "A" in "Lakewind". The white background represents a transparent area and is not part of the mark. |
| Pseudo Mark | LAKE WIND INVESTMENTS |
| Goods and Services | Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management; Investment management of and distribution of annuities; Investment management services in the field of acquiring joint ventures; Investment of funds; Investment of funds for others; Investment risk assessment services; Advice relating to investments; Annuity services, namely, account and investment administration; Brokerage services for capital investments; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment analysis and stock research; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Fund investment consultation; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Management of a capital investment fund; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Private equity fund investment services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet |
| Indication of Colors claimed | The color(s) blue, grey, and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "INVESTMENTS" |
| 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 | Saturday, June 2, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, May 22, 2018 |
| First Use In Commerce Date | Tuesday, May 22, 2018 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | McCordsville, IN 46055 |
| Event Date | Event Description |
| Monday, May 28, 2018 | NEW APPLICATION ENTERED |
| Saturday, June 2, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, June 5, 2018 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, September 14, 2018 | ASSIGNED TO EXAMINER |
| Friday, September 14, 2018 | NON-FINAL ACTION WRITTEN |
| Friday, September 14, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 14, 2018 | NON-FINAL ACTION E-MAILED |
| Monday, September 17, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, September 17, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 17, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, October 9, 2018 | NON-FINAL ACTION WRITTEN |
| Tuesday, October 9, 2018 | NON-FINAL ACTION E-MAILED |
| Tuesday, October 9, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, October 11, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, October 11, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, October 12, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, October 15, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, October 27, 2018 | ASSIGNED TO LIE |
| Wednesday, November 14, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, December 4, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, December 4, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, February 19, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Monday, February 19, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Thursday, February 29, 2024 | TEAS SECTION 8 RECEIVED |
| Monday, October 21, 2024 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, October 21, 2024 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Monday, October 21, 2024 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED |