| Serial Number | 98085832 |
| Word Mark | THE PASSIVE PERFORMANCE TAX |
| Filing Date | Friday, July 14, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, January 20, 2026 |
| Registration Number | 8111512 |
| Registration Date | Tuesday, January 20, 2026 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 30, 2024 |
| NOT AVAILABLE | "TAX" |
| Goods and Services | Financial advice; Financial analysis; Financial consultancy; Financial consultancy services; Financial consultation; Financial consulting; Financial forecasting; Financial information; Financial management; Financial planning; Financial valuations; Financial portfolio analysis services; Financial portfolio management; Financial advice relating to tax; Financial advice relating to income tax; 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; Providing financial 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, August 14, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, June 24, 2025 |
| First Use In Commerce Date | Tuesday, June 24, 2025 |
| Party Name | The Applied Finance Group, Ltd |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | The Applied Finance Group, Ltd |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Party Name | The Applied Finance Group, Ltd |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60601 |
| Event Date | Event Description |
| Tuesday, July 18, 2023 | NEW APPLICATION ENTERED |
| Monday, August 14, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 21, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 30, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, June 25, 2024 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Friday, December 20, 2024 | SOU TEAS EXTENSION RECEIVED |
| Friday, December 20, 2024 | SOU EXTENSION 1 FILED |
| Friday, December 20, 2024 | SOU EXTENSION 1 GRANTED |
| Monday, March 3, 2025 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, June 24, 2025 | TEAS STATEMENT OF USE RECEIVED |
| Saturday, December 27, 2025 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, June 24, 2025 | USE AMENDMENT FILED |
| Saturday, December 27, 2025 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, December 29, 2025 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Monday, December 29, 2025 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, January 20, 2026 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, January 20, 2026 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |