TrademarkDir
ENDOWMENT INVESTMENT PHILOSOPHY
LIVE

Serial Number

86237276

Owner

Endowment Wealth Management, Inc.

Attorney

Jason R. Lee

First Use Date

Feb 1, 2013

Filing Date

Mar 31, 2014

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ENDOWMENT INVESTMENT PHILOSOPHY Trademark

Serial Number: 86237276 • Registration: 4599173

ENDOWMENT INVESTMENT PHILOSOPHY is a trademark filed by Endowment Wealth Management, Inc. on March 31, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Endowment Wealth Management, Inc. (6 trademarks)

2200 N. Richmond Street, Suite 200
Appleton, WI 54911

Entity Type: 03

Trademark Details

Filing Date

March 31, 2014

Registration Date

September 2, 2014

First Use Anywhere

February 1, 2013

First Use in Commerce

February 1, 2013

Goods & Services

Advice relating to investments; Capital investment consulting; Equity capital investment; Financial investment in the field of securities; Financial services in the nature of an investment security; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Fund investment consultation; Funds investment; Investment advice; Investment consultation; Investment management; [ Investment management of and distribution of variable annuities; ] Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Mutual fund investment; Trust services, namely, investment and trust company services

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Mar 9, 2024 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Mar 9, 2024 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Mar 9, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 9, 2024 APRE
TEAS SECTION 8 & 9 RECEIVED
Sep 26, 2023 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Sep 2, 2023 REM2
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Jun 17, 2020 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Jun 17, 2020 8.OK
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
May 15, 2020 EROP
POST REGISTRATION ACTION MAILED - SEC. 8
Apr 15, 2020 PRA8
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Mar 15, 2020 EROP
POST REGISTRATION ACTION MAILED - SEC. 8
Sep 6, 2019 PRA8
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 5, 2019 APRE
TEAS SECTION 8 RECEIVED
Sep 2, 2019 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 2, 2019 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Sep 2, 2014 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 31, 2014 PREV
ASSIGNED TO LIE
Jul 31, 2014 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jul 21, 2014 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 18, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 17, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 17, 2014 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 10, 2014 GNRN
NON-FINAL ACTION E-MAILED
Jul 10, 2014 GNRT
NON-FINAL ACTION WRITTEN
Jul 10, 2014 CNRT
ASSIGNED TO EXAMINER
Jul 3, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 12, 2014 NWOS
NEW APPLICATION ENTERED
Apr 3, 2014 NWAP

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