SA FUNDS - INVESTMENT TRUST

LIVE

Serial Number

85026726

Owner

LORING WARD GROUP, INC.

Attorney

Briana R. Falcon

First Use Date

Jul 16, 1999

Filing Date

Apr 29, 2010

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SA FUNDS - INVESTMENT TRUST Trademark

Serial Number: 85026726 • Registration: 4013409

SA FUNDS - INVESTMENT TRUST is a trademark filed by LORING WARD GROUP, INC. on April 29, 2010. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

LORING WARD GROUP, INC. (13 trademarks)

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

Entity Type: 03

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC (2 trademarks)

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

Entity Type: 16

BAM ADVISOR SERVICES, LLC

ST. LOUIS, MO 63105

Entity Type: 16

FOCUS ADVISOR SOLUTIONS, LLC

1325 AVENUE OF THE AMERICAS
NEW YORK, NY 10019

Entity Type: 16

Legal Representation

Attorney of Record

Briana R. Falcon

227 trademarks filed View all →

Correspondence Address

Briana R. Falcon ARNALL GOLDEN GREGORY LLP

2100 Pennsylvania Avenue NW

Suite 350S

Washington, DC 20037

United States

Trademark Details

Filing Date

April 29, 2010

Registration Date

August 16, 2011

First Use Anywhere

July 16, 1999

First Use in Commerce

July 16, 1999

Published for Opposition

October 26, 2010

Goods & Services

Mutual fund investment and providing administration and shareholder services to mutual funds

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Sep 16, 2026 ASGN

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

Oct 8, 2020 NA89

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Oct 8, 2020 RNL1

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Oct 8, 2020 89AG

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Oct 8, 2020 APRE

TEAS SECTION 8 & 9 RECEIVED

Aug 25, 2020 E89R

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Aug 16, 2020 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 & 15 - E-MAILED

Nov 30, 2016 NA85

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Nov 30, 2016 C15A

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Nov 30, 2016 APRE

TEAS SECTION 8 & 15 RECEIVED

Sep 20, 2016 E815

REGISTERED-PRINCIPAL REGISTER

Aug 16, 2011 R.PR

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Jul 15, 2011 SUNA

LAW OFFICE REGISTRATION REVIEW COMPLETED

Jul 14, 2011 REGV

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Jul 12, 2011 CNPR

STATEMENT OF USE PROCESSING COMPLETE

Jun 23, 2011 SUPC

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Jun 23, 2011 AITU

USE AMENDMENT FILED

Jun 20, 2011 IUAF

TEAS STATEMENT OF USE RECEIVED

Jun 20, 2011 EISU

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Dec 21, 2010 NOAM

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 26, 2010 NPUB

PUBLISHED FOR OPPOSITION

Oct 26, 2010 PUBO

LAW OFFICE PUBLICATION REVIEW COMPLETED

Sep 21, 2010 PREV

APPROVED FOR PUB - PRINCIPAL REGISTER

Sep 21, 2010 CNSA

EXAMINER'S AMENDMENT ENTERED

Aug 24, 2010 XAEC

ASSIGNED TO LIE

Aug 24, 2010 ALIE

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Aug 24, 2010 GNEN

EXAMINERS AMENDMENT E-MAILED

Aug 24, 2010 GNEA

EXAMINERS AMENDMENT -WRITTEN

Aug 24, 2010 CNEA

ASSIGNED TO EXAMINER

Aug 10, 2010 DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 5, 2010 NWOS

NEW APPLICATION ENTERED

May 3, 2010 NWAP

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