TrademarkDir
SHAPE MANAGEMENT
LIVE

Serial Number

76499769

Owner

Performance Trust Investment Advisors, LLC

Attorney

Jennifer A. Docherty

First Use Date

Mar 29, 2001

Filing Date

Mar 21, 2003

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SHAPE MANAGEMENT Trademark

Serial Number: 76499769 • Registration: 2833977

SHAPE MANAGEMENT is a trademark filed by Performance Trust Investment Advisors, LLC on March 21, 2003. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Performance Trust Investment Advisors, LLC (14 trademarks)

500 West Madison Street - Suite 350
Chicago, IL 60661

Entity Type: 16

Betzold Investment Group, Inc. (10 trademarks)

500 West Madison Street - Suite 350
Chicago, IL 60661

Entity Type: 03

PT FINANCIAL COMPANIES LLC (18 trademarks)

500 W Madison St
Chicago, IL 60661

Entity Type: 16

PT FINANCIAL, LLC (17 trademarks)

500 W. MADISON AVENUE - SUITE 450
CHICAGO, IL 60661

Entity Type: 99

Trademark Details

Filing Date

March 21, 2003

Registration Date

April 20, 2004

First Use Anywhere

March 29, 2001

First Use in Commerce

March 29, 2001

Published for Opposition

January 27, 2004

Goods & Services

financial portfolio management services for others, namely, identifying market efficiencies and inefficiencies of a single security or a collection of securities through a graphic analysis of risks and rewards

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Jun 14, 2024 NA89
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Jun 14, 2024 RNL2
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Jun 14, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 14, 2024 APRE
TEAS SECTION 8 & 9 RECEIVED
Mar 13, 2024 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Apr 20, 2023 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 1, 2019 ASGN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 30, 2018 TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 25, 2017 TCCA
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 1, 2014 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 1, 2014 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 1, 2014 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 1, 2014 APRE
TEAS SECTION 8 & 9 RECEIVED
Jul 17, 2014 E89R
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Jan 19, 2011 ASGN
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Dec 16, 2009 C15A
ASSIGNED TO PARALEGAL
Sep 11, 2009 PLGL
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Aug 28, 2009 815F
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Aug 28, 2009 815F
FAX RECEIVED
Aug 28, 2009 FAXX
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 26, 2009 ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Aug 19, 2009 ASGN
REGISTERED-PRINCIPAL REGISTER
Apr 20, 2004 R.PR
PUBLISHED FOR OPPOSITION
Jan 27, 2004 PUBO
NOTICE OF PUBLICATION
Jan 7, 2004 NPUB
APPROVED FOR PUB - PRINCIPAL REGISTER
Nov 26, 2003 CNSA
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 14, 2003 CRFA
PAPER RECEIVED
Oct 14, 2003 MAIL
NON-FINAL ACTION MAILED
Sep 3, 2003 CNRT
ASSIGNED TO EXAMINER
Sep 3, 2003 DOCK

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