| Serial Number | 87545861 |
| Word Mark | ZEO CAPITAL ADVISORS |
| Filing Date | Thursday, July 27, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 1, 2021 |
| Registration Number | 6367108 |
| Registration Date | Tuesday, June 1, 2021 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, March 16, 2021 |
| Goods and Services | 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 |
| NOT AVAILABLE | "CAPITAL ADVISORS" |
| 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 | Tuesday, August 1, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, February 9, 2009 |
| First Use In Commerce Date | Monday, April 27, 2009 |
| Party Name | INTENTIONALYSIS LLC |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN FRANCISCO, CA 94121 |
| Party Name | OSTERWEIS CAPITAL MANAGEMENT, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | SAN FRANCISCO, CA 94111 |
| Party Name | ZEO CAPITAL ADVISORS, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oakland, CA 946190620 |
| Party Name | ZEO CAPITAL ADVISORS, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Oakland, CA 946190620 |
| Party Name | ZEO CAPITAL ADVISORS, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Francisco, CA 94104 |
| Event Date | Event Description |
| Friday, October 27, 2017 | ASSIGNED TO EXAMINER |
| Monday, July 31, 2017 | NEW APPLICATION ENTERED |
| Tuesday, August 1, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 26, 2018 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, October 27, 2017 | NON-FINAL ACTION WRITTEN |
| Friday, October 27, 2017 | NON-FINAL ACTION E-MAILED |
| Friday, October 27, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, March 27, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, March 27, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, March 28, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, April 23, 2018 | SUSPENSION LETTER WRITTEN |
| Monday, April 23, 2018 | LETTER OF SUSPENSION E-MAILED |
| Monday, April 23, 2018 | NOTIFICATION OF LETTER OF SUSPENSION E-MAILED |
| Tuesday, November 5, 2019 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, October 26, 2018 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, May 3, 2019 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, May 8, 2020 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Wednesday, November 18, 2020 | REPORT COMPLETED SUSPENSION CHECK CASE STILL SUSPENDED |
| Friday, February 5, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, February 6, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, February 5, 2021 | TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED |
| Monday, February 8, 2021 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, February 24, 2021 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, March 16, 2021 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 16, 2021 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Thursday, April 15, 2021 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Thursday, April 15, 2021 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Thursday, April 15, 2021 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, June 1, 2021 | REGISTERED-PRINCIPAL REGISTER |
| Friday, October 13, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Wednesday, July 20, 2022 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Friday, October 13, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, October 13, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, July 17, 2025 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |