SA FUNDS - INVESTMENT TRUST Trademark

Trademark Overview

On Thursday, April 29, 2010, a trademark application was filed for SA FUNDS - INVESTMENT TRUST with the United States Patent and Trademark Office. The USPTO has given the SA FUNDS - INVESTMENT TRUST trademark a serial number of 85026726. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, October 8, 2020. This trademark is owned by LORING WARD GROUP, INC.. The SA FUNDS - INVESTMENT TRUST trademark is filed in the Insurance & Financial Services category with the following description:

Mutual fund investment and providing administration and shareholder services to mutual funds
sa funds - investment trust

General Information

Serial Number85026726
Word MarkSA FUNDS - INVESTMENT TRUST
Filing DateThursday, April 29, 2010
Status800 - REGISTERED AND RENEWED
Status DateThursday, October 8, 2020
Registration Number4013409
Registration DateTuesday, August 16, 2011
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 26, 2010

Trademark Statements

Goods and ServicesMutual fund investment and providing administration and shareholder services to mutual funds
NOT AVAILABLE"FUNDS" AND "INVESTMENT TRUST"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 5, 2010
Primary Code036
First Use Anywhere DateFriday, July 16, 1999
First Use In Commerce DateFriday, July 16, 1999

Trademark Owner History

Party NameBAM ADVISOR SERVICES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressST. LOUIS, MO 63105
Party NameLORING WARD GROUP, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95113
Party NameLORING WARD GROUP, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95128
Party NameLORING WARD GROUP, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95128

Trademark Events

Event DateEvent Description
Tuesday, August 24, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Monday, May 3, 2010NEW APPLICATION ENTERED
Wednesday, May 5, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, August 10, 2010ASSIGNED TO EXAMINER
Tuesday, August 24, 2010EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 24, 2010EXAMINERS AMENDMENT E-MAILED
Thursday, June 23, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, August 24, 2010ASSIGNED TO LIE
Tuesday, August 24, 2010EXAMINER'S AMENDMENT ENTERED
Tuesday, September 21, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 21, 2010LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 26, 2010PUBLISHED FOR OPPOSITION
Tuesday, October 26, 2010OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 21, 2010NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, June 20, 2011TEAS STATEMENT OF USE RECEIVED
Monday, June 20, 2011USE AMENDMENT FILED
Thursday, June 23, 2011STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 13, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, July 12, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, July 14, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, July 15, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 16, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, September 20, 2016TEAS SECTION 8 & 15 RECEIVED
Wednesday, November 30, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 30, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, November 30, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Wednesday, March 20, 2019ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, April 29, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 29, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, August 16, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, August 25, 2020TEAS SECTION 8 & 9 RECEIVED
Thursday, October 8, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, October 8, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, October 8, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, October 8, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, September 25, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

trust investment funds mutual services shareholder providing fund administration