on 14 Aug 2018
Last Applicant/ Owned by
55 WATER STREET
NEW YORK
NY
10041
Serial Number
87048426 filed on 24th May 2016
Registration Number
5541523 registered on 14th Aug 2018
Correspondent Address
Deborah K. Squiers
Filing Basis
1. intent to use
2. use application currently
Disclaimer
"SECTOR"
"SECTOR" Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futRead More
Financial services, namely, investment advice, investment management, funds investment, investment consultation, financial planning, financial analysis, investment brokerage and investment of funds for others; financial services, namely, wealth management services; investment services in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; investment advice and management in the fields of financial securities, stocks, bonds, money market funds, mutual funds, commodities, futures, options, and indices of financial securities; financial investment analysis and stock research; financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; providing information and analysis in the fields of finance, economics, investment, business, financial planning, and investment strategy; providing portfolio management services; financial portfolio management services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; financial portfolio management services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management services that uniquely combine asset class momentum, adaptive trend following and capture and utilization of market anomalies to give an optimal risk adjusted performance profile; financial portfolio management services utilizing a rule-based model to combine asset class momentum, adaptive trend following and capture and utilization of market anomalies in order to provide investors with upside value and downside protection
31st Dec 2016
31st Dec 2016
No 87048426
No Service Mark
No
No
No
No
No
No
No
No
No
Status Date | Action Taken |
---|---|
14th Aug 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
04th Dec 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
04th Dec 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
08th May 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
14th Aug 2018 | REGISTERED-PRINCIPAL REGISTER |
10th Jul 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
09th Jul 2018 | ASSIGNED TO EXAMINER |
09th Jul 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
26th Jun 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
26th Jun 2018 | STATEMENT OF USE PROCESSING COMPLETE |