SMART BETA SQUARED Trademark
Trademark Overview
On Saturday, May 20, 2017, a trademark application was filed for SMART BETA SQUARED with the United States Patent and Trademark Office. The USPTO has given the SMART BETA SQUARED trademark a serial number of 87457888. The federal status of this trademark filing is REGISTERED as of Tuesday, August 7, 2018. This trademark is owned by QTRON INVESTMENTS LLC. The SMART BETA SQUARED trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial advice and consultancy services; Financial analysis; Financial asset management; Financial planning; Financial portfolio analysis services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund analysis services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Providing financial services with respect to securities and other financial instru...
General Information
| Serial Number | 87457888 |
| Word Mark | SMART BETA SQUARED |
| Filing Date | Saturday, May 20, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 7, 2018 |
| Registration Number | 5532908 |
| Registration Date | Tuesday, August 7, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 22, 2018 |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial advice and consultancy services; Financial analysis; Financial asset management; Financial planning; Financial portfolio analysis services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Funds investment; Hedge fund investment services; Investment advice; Investment advisory services; Investment consultancy; Investment management; Investment of funds; Investment of funds for others; Mutual fund advisory services; Mutual fund analysis services; Mutual fund distribution; Mutual fund investment; Mutual fund planning services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments |
| Disclaimer with Predetermined Text | "SMART BETA" |
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 | Thursday, May 25, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 1, 2017 |
| First Use In Commerce Date | Wednesday, March 1, 2017 |
Trademark Owner History
| Party Name | QTRON INVESTMENTS LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02110 |
| Party Name | QTRON INVESTMENTS LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02109 |
| Party Name | QTRON INVESTMENTS LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | BOSTON, MA 02109 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 21, 2024 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, August 7, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 7, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 22, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 22, 2018 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 2, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, April 14, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 12, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 12, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, March 8, 2018 | ASSIGNED TO LIE |
| Friday, February 23, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, August 31, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, August 31, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, August 31, 2017 | NON-FINAL ACTION WRITTEN |
| Saturday, August 19, 2017 | ASSIGNED TO EXAMINER |
| Thursday, May 25, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, May 24, 2017 | NEW APPLICATION ENTERED |
