SMA ORD Trademark of WBI Investments, Inc. - Serial Number 86313502

SMA ORD Trademark

Trademark Overview

On Wednesday, June 18, 2014, a trademark application was filed for SMA ORD with the United States Patent and Trademark Office. The USPTO has given the SMA ORD trademark a serial number of 86313502. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, May 13, 2022. This trademark is owned by WBI Investments, Inc.. The SMA ORD trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment

General Information

Serial Number	86313502
Word Mark	SMA ORD
Filing Date	Wednesday, June 18, 2014
Status	710 - CANCELLED - SECTION 8
Status Date	Friday, May 13, 2022
Registration Number	4843069
Registration Date	Tuesday, October 27, 2015
Mark Drawing	5000 - Drawing with word(s) / letter(s) / number(s) in Stylized form
Published for Opposition Date	NOT AVAILABLE

Trademark Statements

Description of Mark	The mark consists of of "ORD" in stylized lettering presented as a superscript to the right of "SMA" in stylized lettering.
Pseudo Mark	SEPARATELY MANAGED ACCOUNT ORD
Goods and Services	Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment
Indication of Colors claimed	Color is not claimed as a feature of the mark.

Classification Information

International Class	036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes	100, 101, 102
Class Status Code	2 - Sec. 8 - Entire Registration
Class Status Date	Friday, May 13, 2022
Primary Code	036
First Use Anywhere Date	Monday, August 25, 2014
First Use In Commerce Date	Monday, August 25, 2014

Trademark Owner History

Party Name	WBI Investments, Inc.
Party Type	30 - Original Registrant
Legal Entity Type	03 - Corporation
Address	Red Bank, NJ 07701

Party Name	WBI Investments, Inc.
Party Type	10 - Original Applicant
Legal Entity Type	03 - Corporation
Address	Red Bank, NJ 07701

Trademark Events

Event Date	Event Description
Friday, May 13, 2022	CANCELLED SEC. 8 (6-YR)
Tuesday, October 27, 2020	COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, October 27, 2015	REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, September 23, 2015	LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 23, 2015	ASSIGNED TO LIE
Thursday, August 27, 2015	APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, August 8, 2015	TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 7, 2015	CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 7, 2015	TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 17, 2015	NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Thursday, April 16, 2015	NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, April 16, 2015	NON-FINAL ACTION E-MAILED
Thursday, April 16, 2015	NON-FINAL ACTION WRITTEN
Thursday, April 16, 2015	USE AMENDMENT ACCEPTED
Saturday, March 28, 2015	AMENDMENT TO USE PROCESSING COMPLETE
Saturday, March 28, 2015	USE AMENDMENT FILED
Friday, March 27, 2015	TEAS AMENDMENT OF USE RECEIVED
Friday, March 27, 2015	TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 27, 2015	CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, March 27, 2015	TEAS REQUEST FOR RECONSIDERATION RECEIVED
Monday, March 9, 2015	NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, March 9, 2015	FINAL REFUSAL E-MAILED
Monday, March 9, 2015	FINAL REFUSAL WRITTEN
Friday, February 13, 2015	TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 13, 2015	CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 13, 2015	TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 1, 2014	NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, October 1, 2014	NON-FINAL ACTION E-MAILED
Wednesday, October 1, 2014	NON-FINAL ACTION WRITTEN
Thursday, September 25, 2014	ASSIGNED TO EXAMINER
Thursday, June 26, 2014	NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, June 21, 2014	NEW APPLICATION ENTERED IN TRAM

Related Keywords

investment financial mutual fund management namely services brokerage distribution risk