| Serial Number | 88612489 |
| Word Mark | WATERLOO |
| Filing Date | Wednesday, September 11, 2019 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Saturday, September 6, 2025 |
| Registration Number | 6041515 |
| Registration Date | Tuesday, April 28, 2020 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 11, 2020 |
| Goods and Services | Financial planning services; financial asset management; investment consultation; investment advice; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment management; mutual fund investment; financial risk assessment services; investment risk assessment services; strategic financial advisory services; financial portfolio analysis services; funds investment; management of a capital investment fund; capital investment services; investment management in the fields of private equity and alternative assets; investment consultation in the fields of private equity, hedge funds, and alternative assets; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial due diligence; financial valuations |
| 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 | Friday, September 20, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, March 29, 2013 |
| First Use In Commerce Date | Friday, March 29, 2013 |
| Party Name | Waterloo Capital Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
| Party Name | Waterloo Capital Management, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
| Party Name | Waterloo Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
| Event Date | Event Description |
| Saturday, September 14, 2019 | NEW APPLICATION ENTERED |
| Tuesday, February 11, 2020 | PUBLISHED FOR OPPOSITION |
| Friday, September 20, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, December 12, 2019 | ASSIGNED TO EXAMINER |
| Thursday, December 12, 2019 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, December 12, 2019 | EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 12, 2019 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, December 12, 2019 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, December 31, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 7, 2020 | ASSIGNED TO LIE |
| Wednesday, January 22, 2020 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 29, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Saturday, September 6, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, September 6, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, September 6, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, February 11, 2020 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 28, 2020 | REGISTERED-PRINCIPAL REGISTER |
| Monday, April 28, 2025 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |