THE INFORMED WAY TO INVEST Trademark
Trademark Overview
On Friday, May 13, 2022, a trademark application was filed for THE INFORMED WAY TO INVEST with the United States Patent and Trademark Office. The USPTO has given the THE INFORMED WAY TO INVEST trademark a serial number of 97409380. The federal status of this trademark filing is REGISTERED as of Tuesday, June 27, 2023. This trademark is owned by Colorado Financial Management, Inc.. The THE INFORMED WAY TO INVEST trademark is filed in the Insurance & Financial Services category with the following description:
Trust services, namely, investment and trust company services; financial trust planning; estate planning; financial services, namely, wealth management services; financial asset management; investment services, namely, consultation development and management services; financial planning and investment advisory services; financial planning consultation; financial retirement planning services; social security claims consulting services rendered to individuals comprising analysis and maximization of social security claims
General Information
| Serial Number | 97409380 |
| Word Mark | THE INFORMED WAY TO INVEST |
| Filing Date | Friday, May 13, 2022 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 27, 2023 |
| Registration Number | 7091737 |
| Registration Date | Tuesday, June 27, 2023 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 11, 2023 |
Trademark Statements
| Goods and Services | Trust services, namely, investment and trust company services; financial trust planning; estate planning; financial services, namely, wealth management services; financial asset management; investment services, namely, consultation development and management services; financial planning and investment advisory services; financial planning consultation; financial retirement planning services; social security claims consulting services rendered to individuals comprising analysis and maximization of social security claims |
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 | Monday, March 6, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 16, 2014 |
| First Use In Commerce Date | Tuesday, December 16, 2014 |
Trademark Owner History
| Party Name | LIDO ADVISORS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | LOS ANGELES, CA 90067 |
| Party Name | LIDO ADVISORS, LLC |
| Party Type | 21 - New Owner After Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | LOS ANGELES, CA 90067 |
| Party Name | Colorado Financial Management, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Johnstown, CO 80534 |
| Party Name | Colorado Financial Management, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Johnstown, CO 80534 |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 27, 2023 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Tuesday, June 27, 2023 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, May 3, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, April 11, 2023 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 11, 2023 | PUBLISHED FOR OPPOSITION |
| Wednesday, March 22, 2023 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Monday, March 6, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 6, 2023 | EXAMINER'S AMENDMENT ENTERED |
| Monday, March 6, 2023 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, March 6, 2023 | EXAMINERS AMENDMENT E-MAILED |
| Monday, March 6, 2023 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, March 2, 2023 | ASSIGNED TO EXAMINER |
| Thursday, May 19, 2022 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, May 17, 2022 | NEW APPLICATION ENTERED |
