| Serial Number | 86456792 |
| Word Mark | THE INVESTMENT AUDIT |
| Filing Date | Monday, November 17, 2014 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Saturday, November 8, 2025 |
| Registration Number | 4776414 |
| Registration Date | Tuesday, July 21, 2015 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, May 5, 2015 |
| Description of Mark | The mark consists of the silhouette image of a person using some binoculars in blue above and to the right of the wording "THE INVESTMENT AUDIT" with "THE" and "AUDIT" in gray and the word "INVESTMENT" in blue. |
| Goods and Services | Educational services, namely, providing e-learning modules, webinars, and live trainings and seminars in the fields of financial investment review, analysis and planning |
| NOT AVAILABLE | "INVESTMENT AUDIT" |
| Indication of Colors claimed | The color(s) blue and gray is/are claimed as a feature of the mark. |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, November 24, 2014 |
| Primary Code | 041 |
| First Use Anywhere Date | Tuesday, November 30, 2010 |
| First Use In Commerce Date | Tuesday, November 30, 2010 |
| Party Name | VALOR CAPITAL MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | WESTLAKE, OH 44145 |
| Party Name | C2P Capital Advisory Group LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Party Name | C2P Capital Advisory Group LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Party Name | C2P Capital Advisory Group LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westlake, OH 44145 |
| Event Date | Event Description |
| Thursday, November 20, 2014 | NEW APPLICATION ENTERED |
| Monday, November 24, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Tuesday, November 25, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, January 2, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, March 6, 2015 | ASSIGNED TO EXAMINER |
| Friday, March 13, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, March 13, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Friday, March 13, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, March 13, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Friday, March 13, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 31, 2015 | ASSIGNED TO LIE |
| Tuesday, March 31, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, April 15, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 5, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 5, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 21, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, February 5, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, February 5, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 26, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, July 21, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, August 21, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, October 7, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, October 7, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Wednesday, October 7, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, July 21, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, July 21, 2025 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, November 8, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, November 8, 2025 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, November 8, 2025 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Saturday, November 8, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |