SHERMAN BREAKAWAY STRATEGY Trademark
Trademark Overview
On Saturday, February 18, 2023, a trademark application was filed for SHERMAN BREAKAWAY STRATEGY with the United States Patent and Trademark Office. The USPTO has given the SHERMAN BREAKAWAY STRATEGY trademark a serial number of 97801093. The federal status of this trademark filing is REGISTERED as of Tuesday, June 4, 2024. This trademark is owned by Sherman Portfolios, LLC. The SHERMAN BREAKAWAY STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis and research services; Financial investment analysis and stock research; Financial portfolio analysis services; Providing information and research in the field of finance and financial investments
General Information
| Serial Number | 97801093 |
| Word Mark | SHERMAN BREAKAWAY STRATEGY |
| Filing Date | Saturday, February 18, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 4, 2024 |
| Registration Number | 7410192 |
| Registration Date | Tuesday, June 4, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 9, 2024 |
Trademark Statements
| Goods and Services | Financial analysis and research services; Financial investment analysis and stock research; Financial portfolio analysis services; Providing information and research in the field of finance and financial investments |
| NOT AVAILABLE | "BREAKAWAY STRATEGY" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 8, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, April 1, 2024 |
| First Use In Commerce Date | Monday, April 1, 2024 |
Trademark Owner History
| Party Name | Sherman Portfolios, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Coeur D Alene, ID 83814 |
| Party Name | Sherman Portfolios, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Coeur D Alene, ID 83814 |
| Party Name | Sherman Portfolios, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Coeur D Alene, ID 83814 |
Trademark Events
| Event Date | Event Description |
| Wednesday, February 22, 2023 | NEW APPLICATION ENTERED |
| Wednesday, March 8, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, November 16, 2023 | ASSIGNED TO EXAMINER |
| Tuesday, December 5, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, December 20, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 9, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 9, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 5, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, April 1, 2024 | USE AMENDMENT FILED |
| Monday, April 1, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Friday, April 19, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, April 19, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, April 30, 2024 | SU-EXAMINER'S AMENDMENT WRITTEN |
| Tuesday, April 30, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 30, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, April 30, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, April 30, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, April 30, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 4, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, June 4, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
