SHAPE MANAGEMENT Trademark

Trademark Overview


On Friday, March 21, 2003, a trademark application was filed for SHAPE MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the SHAPE MANAGEMENT trademark a serial number of 76499769. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, June 14, 2024. This trademark is owned by Betzold Investment Group, Inc.. The SHAPE MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:

financial portfolio management services for others, namely, identifying market efficiencies and inefficiencies of a single security or a collection of securities through a graphic analysis of risks and rewards
shape management

General Information


Serial Number76499769
Word MarkSHAPE MANAGEMENT
Filing DateFriday, March 21, 2003
Status800 - REGISTERED AND RENEWED
Status DateFriday, June 14, 2024
Registration Number2833977
Registration DateTuesday, April 20, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 27, 2004

Trademark Statements


Goods and Servicesfinancial portfolio management services for others, namely, identifying market efficiencies and inefficiencies of a single security or a collection of securities through a graphic analysis of risks and rewards
NOT AVAILABLE"MANAGEMENT"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, April 3, 2003
Primary Code036
First Use Anywhere DateThursday, March 29, 2001
First Use In Commerce DateThursday, March 29, 2001

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, LLC
Party Type33 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661

Party NamePERFORMANCE TRUST INVESTMENT ADVISORS, LLC
Party Type32 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL USA 60661

Party NamePERFORMANCE TRUST INVESTMENT ADVISORS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL USA 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, September 3, 2003ASSIGNED TO EXAMINER
Tuesday, October 14, 2003PAPER RECEIVED
Tuesday, October 14, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 19, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, August 26, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, August 28, 2009FAX RECEIVED
Wednesday, September 3, 2003NON-FINAL ACTION MAILED
Wednesday, November 26, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, January 7, 2004NOTICE OF PUBLICATION
Tuesday, January 27, 2004PUBLISHED FOR OPPOSITION
Tuesday, April 20, 2004REGISTERED-PRINCIPAL REGISTER
Friday, August 1, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, August 28, 2009REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Friday, August 28, 2009REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, December 16, 2009REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, September 11, 2009ASSIGNED TO PARALEGAL
Wednesday, January 19, 2011AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, July 17, 2014TEAS SECTION 8 & 9 RECEIVED
Friday, August 1, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 1, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, August 1, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, May 1, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, April 20, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, March 13, 2024TEAS SECTION 8 & 9 RECEIVED
Friday, June 14, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, June 14, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, June 14, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 25, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, April 30, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, June 14, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL