THE SMART BETA OVERLAY TO IMPROVE ACTIVE EQUITY AND SMART BETA STRATEGIES Trademark

Trademark Overview


On Friday, May 13, 2016, a trademark application was filed for THE SMART BETA OVERLAY TO IMPROVE ACTIVE EQUITY AND SMART BETA STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the THE SMART BETA OVERLAY TO IMPROVE ACTIVE EQUITY AND SMART BETA STRATEGIES trademark a serial number of 87036574. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Thursday, January 18, 2018. This trademark is owned by Enhanced Investment Partners LLC. The THE SMART BETA OVERLAY TO IMPROVE ACTIVE EQUITY AND SMART BETA STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:

Investment advice; Investment consultancy; Investment consultation; Investment consultation in the fields of U.S. domestic equities; Investment management; Investment management in the fields of U.S. domestic equities; Investment of funds for others in the fields of U.S. domestic equities; Advice relating to investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Information, advisory, consultancy and research services relating to finance and investments; Mutual funds and capita...
the smart beta overlay to improve active equity and smart beta strategies

General Information


Serial Number87036574
Word MarkTHE SMART BETA OVERLAY TO IMPROVE ACTIVE EQUITY AND SMART BETA STRATEGIES
Filing DateFriday, May 13, 2016
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateThursday, January 18, 2018
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 1, 2016

Trademark Statements


Goods and ServicesInvestment advice; Investment consultancy; Investment consultation; Investment consultation in the fields of U.S. domestic equities; Investment management; Investment management in the fields of U.S. domestic equities; Investment of funds for others in the fields of U.S. domestic equities; Advice relating to investments; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Information, advisory, consultancy and research services relating to finance and investments; Mutual funds and capital investment; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, May 18, 2016
Primary Code036
First Use Anywhere DateTuesday, January 31, 2017
First Use In Commerce DateTuesday, January 31, 2017

Trademark Owner History


Party NameEnhanced Investment Partners LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Party NameEnhanced Investment Partners LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60606

Trademark Events


Event DateEvent Description
Thursday, January 18, 2018ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Thursday, January 18, 2018ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Thursday, June 22, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 22, 2017NON-FINAL ACTION E-MAILED
Thursday, June 22, 2017SU - NON-FINAL ACTION - WRITTEN
Wednesday, May 31, 2017STATEMENT OF USE PROCESSING COMPLETE
Thursday, May 4, 2017USE AMENDMENT FILED
Wednesday, May 31, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, May 4, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, December 27, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 1, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 1, 2016PUBLISHED FOR OPPOSITION
Wednesday, October 12, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Friday, September 23, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, September 19, 2016ASSIGNED TO LIE
Friday, September 2, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 1, 2016EXAMINER'S AMENDMENT ENTERED
Thursday, September 1, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, September 1, 2016EXAMINERS AMENDMENT E-MAILED
Thursday, September 1, 2016EXAMINERS AMENDMENT -WRITTEN
Tuesday, August 30, 2016ASSIGNED TO EXAMINER
Wednesday, May 18, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, May 17, 2016NEW APPLICATION ENTERED IN TRAM