SA FUNDS Trademark

Trademark Overview

On Monday, February 5, 2001, a trademark application was filed for SA FUNDS with the United States Patent and Trademark Office. The USPTO has given the SA FUNDS trademark a serial number of 76205153. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, April 27, 2023. This trademark is owned by Assante Holdings, Inc.. The SA FUNDS trademark is filed in the Insurance & Financial Services category with the following description:

Funds investment and administration, investment advice, investment consultation, investment management
sa funds

General Information

Serial Number76205153
Word MarkSA FUNDS
Filing DateMonday, February 5, 2001
Status800 - REGISTERED AND RENEWED
Status DateThursday, April 27, 2023
Registration Number2636877
Registration DateTuesday, October 15, 2002
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 27, 2001

Trademark Statements

Goods and ServicesFunds investment and administration, investment advice, investment consultation, investment management
NOT AVAILABLE"FUNDS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, February 21, 2001
Primary Code036
First Use Anywhere DateFriday, July 16, 1999
First Use In Commerce DateFriday, July 16, 1999

Trademark Owner History

Party NameFOCUS PARTNERS ADVISOR SOLUTIONS, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10022-6220
Party NameBAM ADVISOR SERVICES, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressST. LOUIS, MO 63105
Party NameLORING WARD GROUP, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95128
Party NameAssante Holdings Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90067
Party NameAssante Holdings Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90067
Party NameAssante Holdings Inc.
Party Type11 - New Owner Before Publication
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90067
Party NameAssante Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWinnipeg Manitoba R3C 3Z3
CA

Trademark Events

Event DateEvent Description
Monday, May 21, 2001ASSIGNED TO EXAMINER
Friday, June 1, 2001EXAMINER'S AMENDMENT MAILED
Wednesday, June 20, 2001APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 7, 2001NOTICE OF PUBLICATION
Tuesday, November 27, 2001PUBLISHED FOR OPPOSITION
Tuesday, February 19, 2002NOA MAILED - SOU REQUIRED FROM APPLICANT
Thursday, June 27, 2002PAPER RECEIVED
Thursday, June 27, 2002USE AMENDMENT FILED
Wednesday, July 17, 2002STATEMENT OF USE PROCESSING COMPLETE
Monday, July 22, 2002ASSIGNED TO EXAMINER
Monday, July 22, 2002ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Saturday, August 24, 2002TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, October 15, 2002REGISTERED-PRINCIPAL REGISTER
Friday, September 22, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, September 22, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, May 23, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, March 12, 2008CASE FILE IN TICRS
Tuesday, December 23, 2008PAPER RECEIVED
Tuesday, December 23, 2008REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, December 23, 2008REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, January 6, 2009ASSIGNED TO PARALEGAL
Thursday, February 5, 2009REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, June 23, 2010TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, June 23, 2010APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, October 10, 2012TEAS SECTION 8 & 9 RECEIVED
Thursday, October 11, 2012REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, October 11, 2012REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, October 11, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, October 12, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Wednesday, March 13, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
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
Friday, October 15, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, October 14, 2022TEAS SECTION 8 & 9 RECEIVED
Thursday, April 27, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, April 27, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, April 27, 2023REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Thursday, April 27, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, September 25, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, October 2, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, January 29, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

funds investment management consultation administration advice