APERIO

Aperio Group, LLC

Application Filed: 2018-09-17
Trademark Application Details
Trademark Logo APERIO

Mark For: APERIO® trademark registration is intended to cover the categories of financial investment services; financial portfolio analysis services; investment management services; asset management services; investment analysis and research services; investment advisory services; investment of funds for others; active tax management investment services; socially responsible investment services; environmental, social, and governance investment services; factor tilt investment services. [all]

Status

2021-06-12 UTC
LIVE APPLICATION Under Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and that this application has been assigned to an examiner.


Research OneLook Acronym Finder
Serial Number88119745
Registration Number6688769
Mark Literal ElementsAPERIO
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeSERVICE MARK
RegisterPRINCIPAL
Current LocationTMEG LAW OFFICE 108 - EXAMINING ATTORNEY ASSIGNED 2021-02-19
Basis1(a)
Class StatusACTIVE
Primary US Classes
  • 100: Miscellaneous
  • 101: Advertising and Business
  • 102: Insurance and Financial
Primary International Class
  • 036 - Primary Class
  • (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed UseYes
Current UseYes
Intent To UseNo
Filed ITUNo
44D FiledNo
44E CurrentNo
66A CurrentNo
Current BasisNo
No BasisNo
Attorney NameDavid J. Diamond
Attorney Docket NumberAPER-0001
Law Office AssignedL80
Employee NameSCHLEGELMILCH, JONATHO

Timeline

2000-07-31Date of First Use
2000-07-31Date of Use In Commerce
2018-09-17Application Filed
2019-01-05Location: TMEG LAW OFFICE 108 - EXAMINING ATTORNEY ASSIGNED
2019-01-05Status: Live/Pending
2019-01-05Transaction Date
2021-02-19Location: TMEG LAW OFFICE 108 - EXAMINING ATTORNEY ASSIGNED
2021-02-19Status: A suspension inquiry has been sent (issued) to the applicant. The applicant must respond to this suspension inquiry. To view all
2022-04-05Trademark Registered

Trademark Parties (Applicants & Owners)

Party: Aperio Group, LLC
Address3 Harbor Drive Suite 204 Sausalito, CALIFORNIA UNITED STATES 94965
Legal Entity TypeLimited Liability Company
Legal Entity StateCALIFORNIA

Documents

DrawingJPEG2018-09-17
SpecimenJPEG2018-09-17
TEAS RF New ApplicationMULTI2018-09-17
XSearch Search SummaryXML2019-01-03
Offc Action OutgoingMULTI2019-01-05
Response to Office ActionMULTI2019-07-05
Amendment and Mail Process CompleteMULTI2019-07-06
Notation to FileXML2019-07-12
Suspension LetterXML2019-07-12
Suspension InquiryXML2020-01-15
TEAS Response to Suspension InquiryXML2020-07-09
Amendment and Mail Process CompleteMULTI2020-07-30
Suspension LetterXML2020-08-19
Suspension InquiryXML2021-02-19

Attorney of Record

DAVID J. DIAMOND
RICHARD LAW GROUP, INC.
13355 NOEL ROAD
SUITE 1350
DALLAS, TX 75240

Good, Services, and Codes


IC 036. US 100 101 102. G & S: Financial investment services; financial portfolio analysis services; investment management services; asset management services; investment analysis and research services; investment advisory services; investment of funds for others; active tax management investment services; socially responsible investment services; environmental, social, and governance investment services; factor tilt investment services. FIRST USE: 20000731. FIRST USE IN COMMERCE: 20000731

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Financial investment services; financial portfolio analysis services; investment management services; asset management services; investment analysis and research services; investment advisory services; investment of funds for others; active tax management investment services; socially responsible investment services; environmental, social, and governance investment services; factor tilt investment services
GS0361Financial investment services; financial portfolio analysis services; investment management services; asset management services; investment analysis and research services; investment advisory services; investment of funds for others; active tax management investment services; socially responsible investment services; environmental, social, and governance investment services; factor tilt investment services

Trademark Filing History

DescriptionDateProceeding Number
SUSPENSION INQUIRY WRITTEN2021-02-1993674
NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED2021-02-19
INQUIRY TO SUSPENSION E-MAILED2021-02-19
SUSPENSION LETTER WRITTEN2020-08-1993674
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED2020-08-196332
LETTER OF SUSPENSION E-MAILED2020-08-196332
TEAS/EMAIL CORRESPONDENCE ENTERED2020-07-2974221
CORRESPONDENCE RECEIVED IN LAW OFFICE2020-07-2974221
ASSIGNED TO LIE2020-07-2274221
TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED2020-07-09
SUSPENSION INQUIRY WRITTEN2020-01-1593674
NOTIFICATION OF INQUIRY AS TO SUSPENSION E-MAILED2020-01-15
INQUIRY TO SUSPENSION E-MAILED2020-01-15
SUSPENSION LETTER WRITTEN2019-07-1293674
NOTIFICATION OF LETTER OF SUSPENSION E-MAILED2019-07-126332
LETTER OF SUSPENSION E-MAILED2019-07-126332
TEAS/EMAIL CORRESPONDENCE ENTERED2019-07-0588889
TEAS RESPONSE TO OFFICE ACTION RECEIVED2019-07-05
CORRESPONDENCE RECEIVED IN LAW OFFICE2019-07-0588889
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY2019-01-30
NOTIFICATION OF NON-FINAL ACTION E-MAILED2019-01-056325
NON-FINAL ACTION WRITTEN2019-01-0593674
NON-FINAL ACTION E-MAILED2019-01-056325
ASSIGNED TO EXAMINER2018-12-2893674
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2018-09-23
NEW APPLICATION ENTERED IN TRAM2018-09-20

uspto.report is an independent third-party trademark research tool that is not affiliated, endorsed, or sponsored by the United States Patent and Trademark Office (USPTO) or any other governmental organization. The information provided by uspto.report is based on publicly available data at the time of writing and is intended for informational purposes only.

While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, reliability, or suitability of the information displayed on this site. The use of this site is at your own risk. Any reliance you place on such information is therefore strictly at your own risk.

All official trademark data, including owner information, should be verified by visiting the official USPTO website at www.uspto.gov. This site is not intended to replace professional legal advice and should not be used as a substitute for consulting with a legal professional who is knowledgeable about trademark law.

© 2024 USPTO.report | Privacy Policy | Resources | RSS Feed of Trademarks | Trademark Filings Twitter Feed