| Serial Number | 76684857 |
| Word Mark | THE DISCIPLINED INVESTOR |
| Filing Date | Wednesday, December 12, 2007 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Monday, October 2, 2017 |
| Registration Number | 3482867 |
| Registration Date | Tuesday, August 12, 2008 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 27, 2008 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | financial newsletters for investors |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, December 18, 2007 |
| Primary Code | 016 |
| First Use Anywhere Date | Thursday, July 27, 2000 |
| First Use In Commerce Date | Thursday, July 27, 2000 |
| Party Name | PT FINANCIAL COMPANIES LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CHICAGO, IL 60661 |
| Party Name | PT FINANCIAL, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CHICAGO, IL 60661 |
| Party Name | Performance Trust Investment Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60661 |
| Party Name | Performance Trust Investment Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60661 |
| Party Name | Performance Trust Investment Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60661 |
| Event Date | Event Description |
| Wednesday, May 1, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, April 30, 2018 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, October 25, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, October 2, 2017 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Monday, October 2, 2017 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, October 2, 2017 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Monday, October 2, 2017 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, August 29, 2017 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, August 12, 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, October 2, 2013 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Wednesday, October 2, 2013 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, September 30, 2013 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Wednesday, October 2, 2013 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, September 30, 2013 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, January 19, 2011 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, August 12, 2008 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 27, 2008 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 7, 2008 | NOTICE OF PUBLICATION |
| Monday, April 21, 2008 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Thursday, April 17, 2008 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 16, 2008 | AMENDMENT FROM APPLICANT ENTERED |
| Wednesday, April 16, 2008 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 16, 2008 | ASSIGNED TO LIE |
| Monday, April 14, 2008 | PAPER RECEIVED |
| Tuesday, March 25, 2008 | NON-FINAL ACTION MAILED |
| Tuesday, March 25, 2008 | NON-FINAL ACTION WRITTEN |
| Thursday, March 20, 2008 | ASSIGNED TO EXAMINER |
| Saturday, December 22, 2007 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, December 18, 2007 | NEW APPLICATION ENTERED IN TRAM |