WATERLOO

Waterloo Capital Management, LLC

Application Filed: 2019-09-11
Trademark Application Details
Trademark Logo WATERLOO

Mark For: WATERLOO® trademark registration is intended to cover the categories of financial planning services; financial asset management; investment consultation; investment advice; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment management; mutual fund investment; financial risk assessment services; investment risk assessment services; strategic financial advisory services; financial portfolio analysis services; funds investment; management of a capital investment fund; capital investment services; investment management in the fields of private equity and alternative assets; investment consultation in the fields of private equity, hedge funds, and alternative assets; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial due diligence; financial valuations. [all]

Status

2020-02-06 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 Number88612489
Registration Number6041515
Mark Literal ElementsWATERLOO
Mark Drawing Type4 - STANDARD CHARACTER MARK
Mark TypeSERVICE MARK
RegisterPRINCIPAL
Current LocationPUBLICATION AND ISSUE SECTION 2020-01-09
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 NameSherri L. Eastley
Attorney Docket NumberCAPT005US

Timeline

2013-03-29Date of First Use
2013-03-29Date of Use In Commerce
2019-09-11Application Filed
2019-09-14Location: NEW APPLICATION PROCESSING
2019-09-14Status: Live/Pending
2019-09-14Transaction Date
2020-01-09Location: PUBLICATION AND ISSUE SECTION
2020-01-09Status: Review prior to publication completed.
2020-02-11Published
2020-04-28Trademark Registered

Trademark Parties (Applicants & Owners)

Party: Waterloo Capital Management, LLC
Address2700 Via Fortuna, Suite 100 Austin, TEXAS UNITED STATES 78746
Legal Entity TypeLimited Liability Company
Legal Entity StateTEXAS

Attorney of Record

SHERRI L. EASTLEY
PIRKEY BARBER PLLC
1801 EAST 6TH STREET, SUITE 300
AUSTIN, TX 78702

Good, Services, and Codes


IC 036. US 100 101 102. G & S: Financial planning services; financial asset management; investment consultation; investment advice; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment management; mutual fund investment; financial risk assessment services; investment risk assessment services; strategic financial advisory services; financial portfolio analysis services; funds investment; management of a capital investment fund; capital investment services; investment management in the fields of private equity and alternative assets; investment consultation in the fields of private equity, hedge funds, and alternative assets; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial due diligence; financial valuations. FIRST USE: 20130329. FIRST USE IN COMMERCE: 20130329

International Codes:36
U.S. Codes:100,101,102
Type CodeType
GS0361Financial planning services; financial asset management; investment consultation; investment advice; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment consultation; investment management; investment advice; mutual fund investment; financial risk assessment services; investment risk assessment services; strategic financial advisory services; financial portfolio analysis services; funds investment; management of a capital investment fund; capital investment services; investment management in the fields of private equity and alternative assets; investment consultation in the fields of private equity, hedge funds, and alternative assets; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial due diligence; financial valuations
GS0361Financial planning services; financial asset management; investment consultation; investment advice; financial research; financial information; financial analysis; financial advice; financial planning; financial consultation; financial management; investment brokerage; investment management; mutual fund investment; financial risk assessment services; investment risk assessment services; strategic financial advisory services; financial portfolio analysis services; funds investment; management of a capital investment fund; capital investment services; investment management in the fields of private equity and alternative assets; investment consultation in the fields of private equity, hedge funds, and alternative assets; financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; financial due diligence; financial valuations

Trademark Filing History

DescriptionDateProceeding Number
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED2020-01-22
ASSIGNED TO LIE2020-01-0768171
APPROVED FOR PUB - PRINCIPAL REGISTER2019-12-31
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED2019-12-126328
EXAMINERS AMENDMENT E-MAILED2019-12-126328
EXAMINERS AMENDMENT -WRITTEN2019-12-1293662
EXAMINER'S AMENDMENT ENTERED2019-12-1288888
ASSIGNED TO EXAMINER2019-12-1293662
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM2019-09-20
NEW APPLICATION ENTERED IN TRAM2019-09-14

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