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Schulz Financial

PORTFOLIO DESIGN RISK THE THREE FACTOR MODEL THE EFFICIENT MARKET HYPOTHESIS

PORTFOLIO DESIGN RISK THE THREE FACTOR MODEL THE EFFICIENT MARKET HYPOTHESIS
Live/Registered
REGISTERED

on 25 Dec 2018

Last Applicant/ Owned by

12558 Honeywood Trail

Houston

TX

77077

Serial Number

87562821 filed on 09th Aug 2017

Registration Number

5638976 registered on 25th Dec 2018

in the Principal Register

Correspondent Address

Elizabeth R. Hall

ELIZABETH R HALL & ASSOCIATES, P.C.

PO BOX 66629

Houston, TX 77266-6629

Filing Basis

1. filed as use application

2. use application currently

Disclaimer

"PORTFOLIO DESIGN" "RISK" "THE THREE FACTOR MODEL" AND "THE EFFICIENT MARKET HYPOTHESIS"

PORTFOLIO DESIGN RISK THE THREE FACTOR MODEL THE EFFICIENT MARKET HYPOTHESIS

"PORTFOLIO DESIGN" "RISK" "THE THREE FACTOR MODEL" AND "THE EFFICIENT MARKET HYPOTHESIS" The color(s) dark blue, light blue and white is/are claimed as a feature of the mark. 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,Read More

Classification Information


Class [036]
Insurance & Financial Services


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, wealth management services; 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


First Use Date in General

01st Sep 2018

First Use Date in Commerce

01st Sep 2018

Mark Details


Serial Number

No 87562821

Mark Type

No Service Mark

Attorney Docket Number

No SCUZ-T001US

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Design Code(s)

26.19.05 -

Prisms and pyramids

Description of Design Search

The mark consists of a four layer pyramid comprised of rectangular boxes with the bottom layer labeled "The Efficient Market Hypothesis", the next layer up labeled "The Three Factor Model", the next layer up labeled "Risk" and the top layer labeled "Portfolio Design". The pyramid is dark blue and the letters are light blue. The rectangular boxes are outlined in light blue with white highlighting.

Legal History


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Status DateAction Taken
25th Dec 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
25th Dec 2018REGISTERED-PRINCIPAL REGISTER
20th Nov 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
19th Nov 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
11th Oct 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
11th Oct 2018STATEMENT OF USE PROCESSING COMPLETE
17th Sep 2018TEAS STATEMENT OF USE RECEIVED
17th Sep 2018USE AMENDMENT FILED
29th May 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
03rd Apr 2018PUBLISHED FOR OPPOSITION