SEPARATELY MANAGED ALTERNATIVES Trademark

Trademark Overview

On Wednesday, June 28, 2017, a trademark application was filed for SEPARATELY MANAGED ALTERNATIVES with the United States Patent and Trademark Office. The USPTO has given the SEPARATELY MANAGED ALTERNATIVES trademark a serial number of 87509538. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Friday, November 3, 2023. The SEPARATELY MANAGED ALTERNATIVES trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
separately managed alternatives

General Information

Serial Number87509538
Word MarkSEPARATELY MANAGED ALTERNATIVES
Filing DateWednesday, June 28, 2017
Status701 - SECTION 8 - ACCEPTED
Status DateFriday, November 3, 2023
Registration Number5403690
Registration DateTuesday, February 13, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 6, 2017
Primary Code036
First Use Anywhere DateWednesday, December 13, 2017
First Use In Commerce DateWednesday, December 13, 2017

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressAlexandria, VA 22310
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressAlexandria, VA 22310

Trademark Events

Event DateEvent Description
Friday, November 3, 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, November 3, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, May 5, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, February 13, 2023TEAS SECTION 8 RECEIVED
Monday, February 13, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, February 13, 2018REGISTERED-SUPPLEMENTAL REGISTER
Monday, January 8, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, January 1, 2018ASSIGNED TO LIE
Tuesday, December 19, 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Monday, December 18, 2017APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, December 18, 2017USE AMENDMENT ACCEPTED
Friday, December 15, 2017AMENDMENT TO USE PROCESSING COMPLETE
Friday, December 15, 2017USE AMENDMENT FILED
Thursday, December 14, 2017TEAS AMENDMENT OF USE RECEIVED
Thursday, December 14, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 14, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, December 14, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 25, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 25, 2017NON-FINAL ACTION E-MAILED
Monday, September 25, 2017NON-FINAL ACTION WRITTEN
Monday, September 25, 2017ASSIGNED TO EXAMINER
Thursday, July 6, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, July 1, 2017NEW APPLICATION ENTERED

Related Keywords

alternatives managed separately maintenance portfolio trading rebalancing needs management investment account namely services