ZEO CAPITAL ADVISORS Trademark

Trademark Overview

On Thursday, July 27, 2017, a trademark application was filed for ZEO CAPITAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the ZEO CAPITAL ADVISORS trademark a serial number of 87545861. The federal status of this trademark filing is REGISTERED as of Tuesday, June 1, 2021. This trademark is owned by ZEO CAPITAL ADVISORS, LLC. The ZEO CAPITAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:

Advisory services relating to mutual funds; Financial advice; Financial advisory and consultancy services, namely, fixed income, alternative investment markets, low volatility, risk-managed solutions; Financial analysis and research services; Financial information and advisory services; Financial portfolio management; Investment advice; Investment advice in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Investment advisory services; Investment management in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Management of securities portfolios
zeo capital advisors

General Information

Serial Number87545861
Word MarkZEO CAPITAL ADVISORS
Filing DateThursday, July 27, 2017
Status700 - REGISTERED
Status DateTuesday, June 1, 2021
Registration Number6367108
Registration DateTuesday, June 1, 2021
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 16, 2021

Trademark Statements

Goods and ServicesAdvisory services relating to mutual funds; Financial advice; Financial advisory and consultancy services, namely, fixed income, alternative investment markets, low volatility, risk-managed solutions; Financial analysis and research services; Financial information and advisory services; Financial portfolio management; Investment advice; Investment advice in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Investment advisory services; Investment management in the fields of fixed income, alternative investment markets, low volatility, risk-managed solutions; Management of securities portfolios
Disclaimer with Predetermined Text"CAPITAL ADVISORS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, August 1, 2017
Primary Code036
First Use Anywhere DateMonday, February 9, 2009
First Use In Commerce DateMonday, April 27, 2009

Trademark Owner History

Party NameOSTERWEIS CAPITAL MANAGEMENT, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSAN FRANCISCO, CA 94111
Party NameZEO CAPITAL ADVISORS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressOakland, CA 946190620
Party NameZEO CAPITAL ADVISORS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressOakland, CA 946190620
Party NameZEO CAPITAL ADVISORS, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSan Francisco, CA 94104

Trademark Events

Event DateEvent Description
Friday, October 13, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, October 13, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, October 13, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 20, 2022AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, June 1, 2021REGISTERED-PRINCIPAL REGISTER
Thursday, April 15, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, April 15, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, April 15, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, March 16, 2021OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 16, 2021PUBLISHED FOR OPPOSITION
Wednesday, February 24, 2021NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, February 8, 2021APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, February 6, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, February 5, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, February 5, 2021TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Wednesday, November 18, 2020REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, May 8, 2020REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Tuesday, November 5, 2019REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, May 3, 2019REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, October 26, 2018REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Friday, October 26, 2018REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED
Monday, April 23, 2018NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Monday, April 23, 2018LETTER OF SUSPENSION E-MAILED
Monday, April 23, 2018SUSPENSION LETTER WRITTEN
Wednesday, March 28, 2018TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 27, 2018CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 27, 2018TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 27, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, October 27, 2017NON-FINAL ACTION E-MAILED
Friday, October 27, 2017NON-FINAL ACTION WRITTEN
Friday, October 27, 2017ASSIGNED TO EXAMINER
Tuesday, August 1, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, July 31, 2017NEW APPLICATION ENTERED

Related Keywords

advisors capital investment services financial advisory management volatility risk managed alternative solutions