TrademarkDir
SA FUNDS
LIVE

Serial Number

76205153

Owner

Assante Holdings, Inc.

Attorney

Briana R. Falcon

First Use Date

Jul 16, 1999

Filing Date

Feb 5, 2001

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SA FUNDS Trademark

Serial Number: 76205153 • Registration: 2636877

SA FUNDS is a trademark filed by Assante Holdings, Inc. on February 5, 2001. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Assante Holdings, Inc.

1501 - 360 Main Street
Winnipeg Manitoba R3C 3Z3

Entity Type: 03

BAM ADVISOR SERVICES, LLC

ST. LOUIS, MO 63105

Entity Type: 16

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC (2 trademarks)

875 3RD AVENUE, 28TH FLOOR
NEW YORK, NY 10022-6220

Entity Type: 16

LORING WARD GROUP, INC. (13 trademarks)

280 Park Avenue, 5th Floor East
New York, NY 10017

Entity Type: 03

Assante Holdings Inc.

2121 Avenue Of The Stars
Los Angeles, CA 90067

Entity Type: 03

Trademark Details

Filing Date

February 5, 2001

Registration Date

October 15, 2002

First Use Anywhere

July 16, 1999

First Use in Commerce

July 16, 1999

Published for Opposition

November 27, 2001

Goods & Services

Funds investment and administration, investment advice, investment consultation, investment management

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Jul 9, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jul 9, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jul 9, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jul 9, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jul 9, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jul 9, 2026 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 29, 2025 ASGN
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Oct 2, 2024 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Sep 25, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Apr 27, 2023 NA89
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Apr 27, 2023 RNL2
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Apr 27, 2023 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 27, 2023 APRE
TEAS SECTION 8 & 9 RECEIVED
Oct 14, 2022 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Oct 15, 2021 REM2
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 29, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 29, 2019 REAP
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Mar 20, 2019 ASCK
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Mar 13, 2019 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Oct 12, 2012 NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Oct 11, 2012 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Oct 11, 2012 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Oct 11, 2012 89AG
TEAS SECTION 8 & 9 RECEIVED
Oct 10, 2012 E89R
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 23, 2010 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 23, 2010 COAR
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Feb 5, 2009 C15A
ASSIGNED TO PARALEGAL
Jan 6, 2009 PLGL
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Dec 23, 2008 815F
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Dec 23, 2008 815F
PAPER RECEIVED
Dec 23, 2008 MAIL
CASE FILE IN TICRS
Mar 12, 2008 CFIT
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
May 23, 2007 ASCK
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sep 22, 2006 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sep 22, 2006 COAR
REGISTERED-PRINCIPAL REGISTER
Oct 15, 2002 R.PR
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Aug 24, 2002 TCCA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Jul 22, 2002 CNPR
ASSIGNED TO EXAMINER
Jul 22, 2002 DOCK
STATEMENT OF USE PROCESSING COMPLETE
Jul 17, 2002 SUPC
USE AMENDMENT FILED
Jun 27, 2002 IUAF
PAPER RECEIVED
Jun 27, 2002 MAIL
NOA MAILED - SOU REQUIRED FROM APPLICANT
Feb 19, 2002 NOAM
PUBLISHED FOR OPPOSITION
Nov 27, 2001 PUBO
NOTICE OF PUBLICATION
Nov 7, 2001 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Jun 20, 2001 CNSA
EXAMINER'S AMENDMENT MAILED
Jun 1, 2001 CNEA
ASSIGNED TO EXAMINER
May 21, 2001 DOCK

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