MUTUAL FUND IN A BOX Trademark

Trademark Overview


On Wednesday, February 19, 2014, a trademark application was filed for MUTUAL FUND IN A BOX with the United States Patent and Trademark Office. The USPTO has given the MUTUAL FUND IN A BOX trademark a serial number of 86197942. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 26, 2021. This trademark is owned by UMB Financial Corporation. The MUTUAL FUND IN A BOX trademark is filed in the Insurance & Financial Services category with the following description:

mutual fund distribution; transfer agency services rendered to issuers of investment securities; administration of transactions involving financial investments; and financial custody services, namely, maintaining possession of financial assets for others for financial management purposes
mutual fund in a box

General Information


Serial Number86197942
Word MarkMUTUAL FUND IN A BOX
Filing DateWednesday, February 19, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 26, 2021
Registration Number4588882
Registration DateTuesday, August 19, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 3, 2014

Trademark Statements


Disclaimer with Predetermined Text"MUTUAL FUND"
Goods and Servicesmutual fund distribution; transfer agency services rendered to issuers of investment securities; administration of transactions involving financial investments; and financial custody services, namely, maintaining possession of financial assets for others for financial management purposes

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, March 26, 2021
Primary Code036
First Use Anywhere DateSunday, October 31, 2010
First Use In Commerce DateSunday, October 31, 2010

Trademark Owner History


Party NameUMB Financial Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressKansas City, MO 64106

Party NameUMB Financial Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressKansas City, MO 64106

Party NameUMB Financial Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressKansas City, MO 64106

Trademark Events


Event DateEvent Description
Friday, March 26, 2021CANCELLED SEC. 8 (6-YR)
Monday, August 19, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 19, 2014REGISTERED-PRINCIPAL REGISTER
Tuesday, June 3, 2014OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 3, 2014PUBLISHED FOR OPPOSITION
Wednesday, May 14, 2014NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, April 26, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, April 25, 2014ASSIGNED TO LIE
Thursday, April 3, 2014APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 2, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 1, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 1, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, March 28, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, March 28, 2014NON-FINAL ACTION E-MAILED
Friday, March 28, 2014NON-FINAL ACTION WRITTEN
Friday, March 28, 2014ASSIGNED TO EXAMINER
Tuesday, March 4, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, February 22, 2014NEW APPLICATION ENTERED IN TRAM