MAI CAPITAL MANAGEMENT Trademark

Trademark Overview


On Thursday, July 7, 2022, a trademark application was filed for MAI CAPITAL MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the MAI CAPITAL MANAGEMENT trademark a serial number of 97493015. The federal status of this trademark filing is REGISTERED as of Tuesday, August 29, 2023. This trademark is owned by MAI Capital Management, LLC. The MAI CAPITAL MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

Financial services in the nature of investment management, namely, coordination, within a single account, of an investment portfolio; annuity services, namely account and investment administration, distribution of annuities, and investment management; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; investment account maintenance being services of maintaining escrow accounts for investments, securities trading and investing services of others, investment accounts rebalancing being purchasing and selling investments in accordance with financial advice relating to investments, and tax management of investment accounts being tax payment processing services and financial advice relating to tax
mai capital management

General Information


Serial Number97493015
Word MarkMAI CAPITAL MANAGEMENT
Filing DateThursday, July 7, 2022
Status700 - REGISTERED
Status DateTuesday, August 29, 2023
Registration Number7149102
Registration DateTuesday, August 29, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 13, 2023

Trademark Statements


Goods and ServicesFinancial services in the nature of investment management, namely, coordination, within a single account, of an investment portfolio; annuity services, namely account and investment administration, distribution of annuities, and investment management; financial portfolio and investment management; investment advisory services; investment consultation; financial asset management; investment account maintenance being services of maintaining escrow accounts for investments, securities trading and investing services of others, investment accounts rebalancing being purchasing and selling investments in accordance with financial advice relating to investments, and tax management of investment accounts being tax payment processing services and financial advice relating to tax
Disclaimer with Predetermined Text"CAPITAL MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 26, 2022
Primary Code036
First Use Anywhere DateThursday, July 31, 2014
First Use In Commerce DateThursday, July 31, 2014

Trademark Owner History


Party NameMAI CAPITAL MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCLEVELAND, OH 44114

Party NameMAI Capital Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44114

Party NameMAI Capital Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44114

Party NameMAI Capital Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCleveland, OH 44114

Trademark Events


Event DateEvent Description
Wednesday, September 13, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, August 29, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, August 29, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, June 13, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 13, 2023PUBLISHED FOR OPPOSITION
Wednesday, May 24, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, May 5, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 1, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 1, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 1, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 28, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 28, 2023NON-FINAL ACTION E-MAILED
Friday, April 28, 2023NON-FINAL ACTION WRITTEN
Thursday, April 20, 2023ASSIGNED TO EXAMINER
Tuesday, July 26, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 11, 2022NEW APPLICATION ENTERED