TrademarkDir
RULES BASED INVESTING
LIVE

Serial Number

88374373

Owner

Glenn A Caldicott

First Use Date

Jan 1, 1997

Filing Date

Apr 6, 2019

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RULES BASED INVESTING Trademark

Serial Number: 88374373 • Registration: 5853669

RULES BASED INVESTING is a trademark filed by Glenn A Caldicott on April 6, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Glenn A Caldicott (4 trademarks)

38 Forest Street
Sherborn, MA 01770

Entity Type: 01

Trademark Details

Filing Date

April 6, 2019

Registration Date

September 3, 2019

First Use Anywhere

January 1, 1997

First Use in Commerce

July 1, 1997

Goods & Services

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Jan 14, 2026 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Jan 14, 2026 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 12, 2026 APRE
TEAS SECTION 8 RECEIVED
Aug 29, 2025 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Sep 3, 2024 REM1
REGISTERED-SUPPLEMENTAL REGISTER
Sep 3, 2019 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 27, 2019 PREV
ASSIGNED TO LIE
Jul 18, 2019 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jul 9, 2019 CNTA
EXAMINER'S AMENDMENT ENTERED
Jul 9, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Jul 9, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Jul 9, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Jul 9, 2019 CNEA
ASSIGNED TO EXAMINER
Jun 17, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 26, 2019 NWOS
NEW APPLICATION ENTERED
Apr 10, 2019 NWAP

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