RATIONAL INVESTING + INDEPENDENT THINKING Trademark

Trademark Overview

On Wednesday, April 28, 2010, a trademark application was filed for RATIONAL INVESTING + INDEPENDENT THINKING with the United States Patent and Trademark Office. The USPTO has given the RATIONAL INVESTING + INDEPENDENT THINKING trademark a serial number of 85025559. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, January 14, 2021. This trademark is owned by Freestone Capital Management, LLC. The RATIONAL INVESTING + INDEPENDENT THINKING trademark is filed in the Insurance & Financial Services category with the following description:

Investment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and analysis services; financial planning services; trust and estate planning services; Financial planning for retirement; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; private equity investment services; [ security brokerage services; investment banking services; ] providing information related to all of the foregoing services and associated accounts via the Internet
rational investing + independent thinking

General Information

Serial Number85025559
Word MarkRATIONAL INVESTING + INDEPENDENT THINKING
Filing DateWednesday, April 28, 2010
Status800 - REGISTERED AND RENEWED
Status DateThursday, January 14, 2021
Registration Number4008278
Registration DateTuesday, August 9, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 24, 2011

Trademark Statements

Goods and ServicesInvestment advisory services; providing investment and financial information, advice, consultation and management services; financial portfolio management and analysis services; financial planning services; trust and estate planning services; Financial planning for retirement; charitable and philanthropic monetary giving advisory services; providing information in the field of charitable and philanthropic monetary giving through financial and estate planning; [ insurance agency and brokerage services; ] real estate investment services; private equity investment services; [ security brokerage services; investment banking services; ] providing information related to all of the foregoing services and associated accounts via the Internet
Disclaimer with Predetermined Text"INVESTING"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 4, 2010
Primary Code036
First Use Anywhere DateFriday, November 5, 2004
First Use In Commerce DateFriday, November 5, 2004

Trademark Owner History

Party NameFreestone Capital Management, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98104
Party NameFreestone Capital Management, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98101
Party NameFreestone Capital Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98101

Trademark Events

Event DateEvent Description
Wednesday, July 27, 2022ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, January 14, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, January 14, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, January 14, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, January 12, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, October 19, 2020TEAS SECTION 8 & 9 RECEIVED
Sunday, August 9, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, September 6, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, September 6, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, September 6, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 31, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, August 9, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, May 24, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 24, 2011PUBLISHED FOR OPPOSITION
Wednesday, April 20, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, April 20, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, April 20, 2011EXAMINER'S AMENDMENT ENTERED
Tuesday, April 19, 2011NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, April 19, 2011EXAMINERS AMENDMENT E-MAILED
Tuesday, April 19, 2011EXAMINERS AMENDMENT -WRITTEN
Wednesday, March 2, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, March 2, 2011NON-FINAL ACTION E-MAILED
Wednesday, March 2, 2011NON-FINAL ACTION WRITTEN
Wednesday, February 23, 2011PREVIOUS ALLOWANCE COUNT WITHDRAWN
Friday, February 18, 2011WITHDRAWN FROM PUB - OG REVIEW QUERY
Thursday, February 10, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, February 10, 2011ASSIGNED TO LIE
Thursday, January 13, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, December 30, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, December 29, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 29, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 9, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, August 9, 2010NON-FINAL ACTION E-MAILED
Monday, August 9, 2010NON-FINAL ACTION WRITTEN
Monday, August 9, 2010ASSIGNED TO EXAMINER
Tuesday, May 4, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, May 1, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

thinking independent investing rational services financial investment planning estate information providing brokerage charitable giving