PERFORMANCE TRUST Trademark

Trademark Overview

On Monday, March 21, 2005, a trademark application was filed for PERFORMANCE TRUST with the United States Patent and Trademark Office. The USPTO has given the PERFORMANCE TRUST trademark a serial number of 76633778. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, December 28, 2017. This trademark is owned by Betzold Investment Group, Inc.. The PERFORMANCE TRUST trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

financial services, namely investment advisory services; securities brokerage, namely, securities broker-dealer services

education services, namely, providing educational courses on financial planning and investment trusts
performance trust

General Information

Serial Number76633778
Word MarkPERFORMANCE TRUST
Filing DateMonday, March 21, 2005
Status800 - REGISTERED AND RENEWED
Status DateThursday, December 28, 2017
Registration Number3268845
Registration DateTuesday, July 24, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 2, 2006

Trademark Statements

Disclaimer with Predetermined Text"TRUST"
Goods and Servicesfinancial services, namely investment advisory services; securities brokerage, namely, securities broker-dealer services
Goods and Serviceseducation services, namely, providing educational courses on financial planning and investment trusts

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 30, 2005
Primary Code036
First Use Anywhere DateWednesday, June 1, 2005
First Use In Commerce DateWednesday, June 1, 2005
International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateWednesday, March 30, 2005
Primary Code041
First Use Anywhere DateWednesday, June 1, 2005
First Use In Commerce DateWednesday, June 1, 2005

Trademark Owner History

Party NamePT FINANCIAL COMPANIES LLC
Party Type34 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661
Party NamePT FINANCIAL COMPANIES, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661
Party NamePT FINANCIAL, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661
Party NamePERFORMANCE TRUST INVESTMENT ADVISORS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type99 - Other
AddressCHICAGO, IL 60661
Party NameBetzold Investment Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60661
Party NameBetzold Investment Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60661
Party NameBetzold Investment Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60661

Trademark Events

Event DateEvent Description
Wednesday, May 1, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, April 30, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 28, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, December 28, 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, December 28, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, December 20, 2017TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Wednesday, November 15, 2017POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, November 14, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, October 25, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, October 18, 2017TEAS SECTION 8 & 9 RECEIVED
Sunday, July 24, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, June 3, 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, June 3, 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, October 12, 2012REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Monday, May 20, 2013PAPER RECEIVED
Wednesday, January 16, 2013POST REGISTRATION ACTION MAILED - SEC. 8 & 15
Friday, October 12, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, October 15, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, October 12, 2012TEAS SECTION 8 & 15 RECEIVED
Wednesday, January 19, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, December 19, 2007AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 24, 2007REGISTERED-PRINCIPAL REGISTER
Wednesday, May 23, 2007ASSIGNED TO EXAMINER
Thursday, May 10, 2007LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, May 10, 2007ASSIGNED TO LIE
Monday, April 23, 2007ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, April 20, 2007STATEMENT OF USE PROCESSING COMPLETE
Wednesday, January 24, 2007USE AMENDMENT FILED
Wednesday, January 24, 2007PAPER RECEIVED
Tuesday, July 25, 2006NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 2, 2006PUBLISHED FOR OPPOSITION
Wednesday, April 12, 2006NOTICE OF PUBLICATION
Tuesday, March 14, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, March 3, 2006ASSIGNED TO LIE
Tuesday, February 28, 2006EXAMINERS AMENDMENT MAILED
Monday, February 27, 2006APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 27, 2006EXAMINER'S AMENDMENT ENTERED
Monday, February 27, 2006EXAMINERS AMENDMENT -WRITTEN
Monday, February 27, 2006EXAMINER'S AMENDMENT ENTERED
Monday, February 27, 2006EXAMINERS AMENDMENT -WRITTEN
Monday, October 17, 2005NON-FINAL ACTION MAILED
Saturday, October 15, 2005NON-FINAL ACTION WRITTEN
Thursday, October 13, 2005ASSIGNED TO EXAMINER
Wednesday, March 30, 2005NEW APPLICATION ENTERED IN TRAM

Related Keywords

trust performance services namely securities investment financial courses educational trusts providing planning