SMART- SIMPLE, MULTI-ASSET, ANALYTICALLY CONSTRUCTED, RISK-MANAGED, TAX-EFFICIENT Trademark

Trademark Overview


On Monday, February 25, 2013, a trademark application was filed for SMART- SIMPLE, MULTI-ASSET, ANALYTICALLY CONSTRUCTED, RISK-MANAGED, TAX-EFFICIENT with the United States Patent and Trademark Office. The USPTO has given the SMART- SIMPLE, MULTI-ASSET, ANALYTICALLY CONSTRUCTED, RISK-MANAGED, TAX-EFFICIENT trademark a serial number of 85859159. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 9, 2021. The SMART- SIMPLE, MULTI-ASSET, ANALYTICALLY CONSTRUCTED, RISK-MANAGED, TAX-EFFICIENT trademark is filed in the Insurance & Financial Services category with the following description:

Investment management
smart- simple, multi-asset, analytically constructed, risk-managed, tax-efficient

General Information


Serial Number85859159
Word MarkSMART- SIMPLE, MULTI-ASSET, ANALYTICALLY CONSTRUCTED, RISK-MANAGED, TAX-EFFICIENT
Filing DateMonday, February 25, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 9, 2021
Registration Number4598075
Registration DateTuesday, September 2, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 13, 2013

Trademark Statements


Disclaimer with Predetermined Text"MULTI-ASSET" "RISK-MANAGED" AND "TAX EFFICIENT"
Goods and ServicesInvestment management

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, April 9, 2021
Primary Code036
First Use Anywhere DateMonday, April 1, 2013
First Use In Commerce DateWednesday, May 1, 2013

Trademark Owner History


Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressCharlotte, NC 28226

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressCharlotte, NC 28226

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressCharlotte, NC 28226

Trademark Events


Event DateEvent Description
Friday, April 9, 2021CANCELLED SEC. 8 (6-YR)
Monday, September 2, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 2, 2014REGISTERED-PRINCIPAL REGISTER
Thursday, July 31, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, July 30, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, July 30, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, July 30, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 24, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 25, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 25, 2014NON-FINAL ACTION E-MAILED
Friday, April 25, 2014SU - NON-FINAL ACTION - WRITTEN
Wednesday, March 12, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, March 12, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, March 5, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, January 27, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, January 27, 2014NON-FINAL ACTION E-MAILED
Monday, January 27, 2014SU - NON-FINAL ACTION - WRITTEN
Friday, December 13, 2013STATEMENT OF USE PROCESSING COMPLETE
Wednesday, November 6, 2013USE AMENDMENT FILED
Monday, December 9, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, December 9, 2013CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 6, 2013TEAS STATEMENT OF USE RECEIVED
Tuesday, October 8, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 13, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 13, 2013PUBLISHED FOR OPPOSITION
Wednesday, July 24, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, July 10, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, July 9, 2013ASSIGNED TO LIE
Tuesday, June 18, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, June 18, 2013EXAMINER'S AMENDMENT ENTERED
Tuesday, June 18, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, June 18, 2013EXAMINERS AMENDMENT E-MAILED
Tuesday, June 18, 2013EXAMINERS AMENDMENT -WRITTEN
Wednesday, June 12, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2013NON-FINAL ACTION E-MAILED
Wednesday, June 12, 2013NON-FINAL ACTION WRITTEN
Sunday, June 9, 2013ASSIGNED TO EXAMINER
Monday, March 4, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, February 28, 2013NEW APPLICATION ENTERED IN TRAM