THE PASSIVE PERFORMANCE TAX Trademark
Trademark Overview
On Friday, July 14, 2023, a trademark application was filed for THE PASSIVE PERFORMANCE TAX with the United States Patent and Trademark Office. The USPTO has given the THE PASSIVE PERFORMANCE TAX trademark a serial number of 98085832. The federal status of this trademark filing is FIRST EXTENSION - GRANTED as of Friday, December 20, 2024. This trademark is owned by The Applied Finance Group, Ltd. The THE PASSIVE PERFORMANCE TAX trademark is filed in the Insurance & Financial Services category with the following description:
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
General Information
| Serial Number | 98085832 |
| Word Mark | THE PASSIVE PERFORMANCE TAX |
| Filing Date | Friday, July 14, 2023 |
| Status | 730 - FIRST EXTENSION - GRANTED |
| Status Date | Friday, December 20, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 30, 2024 |
Trademark Statements
| 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 |
| NOT AVAILABLE | "TAX" |
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, August 14, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| 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 |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 18, 2023 | NEW APPLICATION ENTERED |
| Thursday, March 21, 2024 | ASSIGNED TO EXAMINER |
| Friday, March 22, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, August 14, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| 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 |
