UMBONO
LIVE

Serial Number

87583847

Owner

Umbono Capital LLC

Attorney

Tristan C. Robinson

First Use Date

Sep 1, 2017

Filing Date

Aug 25, 2017

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UMBONO Trademark

Serial Number: 87583847 • Registration: 5704222

UMBONO is a trademark filed by Umbono Capital LLC on August 25, 2017. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently registered and active.

Owner Contact Info

Umbono Capital LLC (2 trademarks)

Suite 450
The Woodlands, TX 77381

Entity Type: 16

Trademark Details

Filing Date

August 25, 2017

Registration Date

March 19, 2019

First Use Anywhere

September 1, 2017

First Use in Commerce

September 1, 2017

Published for Opposition

May 29, 2018

Goods & Services

Investment advice; Investment advisory services; Investment management; Investment of funds; Investment of funds for others; Management of a capital investment fund; Advice relating to investments; Capital investment; Capital investment services; Commodity investment advice; Financial investment analysis and stock research; Financial investment in the field of natural resources; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Funds investment; Hedge fund investment services; Private equity fund investment services; Providing investors with financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Providing venture capital, development capital, private equity and investment funding; Public equity investment management; Investment banking services; Investment brokerage; Investment by electronic means; Investment clubs; Investment consultancy; Investment consultation; Investment management of and distribution of annuities; Investment management of and distribution of variable annuities; Investment management services in the field of acquiring joint ventures; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; Management of private equity funds; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Annuity services, namely, account and investment administration; Annuity services, namely, account and investment administration and the investment and distribution of annuity funds; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment consulting; Consultancy of capital investment; Consultation in art as an investment; Equity capital investment; Financial investment brokerage; Financial investment brokerage services; Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consulting services, namely, advising others regarding intellectual property investments; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment fund transfer and transaction services; 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; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Leveraged buy outs and investments in financially distressed or underperforming companies; Maintaining escrow accounts for investments; Merchant banking and investment banking services; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual funds and capital investment; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Real estate investment services; Real estate investment services in the nature of purchasing and selling of real estate for others; Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate funds investment services; Securities trading and investing services for others via the internet; Transfer agency services rendered to issuers of investment securities; Trust services, namely, investment and trust company services; Venture capital fund management

Business intermediary services relating to the matching of potential private investors with entrepreneurs needing funding; Business services, namely, assisting the owners of intellectual property and intangible assets in finding investors; Business services, namely, matching potential private investors with entrepreneurs needing funding; Providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; Providing information pertaining to investors who qualify to purchase certain types of securities

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Mar 24, 2025 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Mar 24, 2025 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Mar 20, 2025 APRE
TEAS SECTION 8 & 15 RECEIVED
Nov 26, 2024 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Mar 19, 2024 REM1
REGISTERED-PRINCIPAL REGISTER
Mar 19, 2019 R.PR
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Feb 12, 2019 SUNA
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Feb 11, 2019 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
Jan 25, 2019 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jan 25, 2019 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jan 24, 2019 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Dec 10, 2018 GNRN
NON-FINAL ACTION E-MAILED
Dec 10, 2018 GNRT
SU - NON-FINAL ACTION - WRITTEN
Dec 10, 2018 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Dec 1, 2018 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Nov 30, 2018 AITU
USE AMENDMENT FILED
Nov 13, 2018 IUAF
TEAS STATEMENT OF USE RECEIVED
Nov 13, 2018 EISU
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Jul 24, 2018 NOAM
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 29, 2018 NPUB
PUBLISHED FOR OPPOSITION
May 29, 2018 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 9, 2018 NONP
ELECTRONIC RECORD REVIEW COMPLETE
Apr 26, 2018 FIXD
ON HOLD - ELECTRONIC RECORD REVIEW REQUIRED
Apr 20, 2018 ERRR
APPROVED FOR PUB - PRINCIPAL REGISTER
Apr 13, 2018 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Mar 1, 2018 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Mar 1, 2018 CRFA
ASSIGNED TO LIE
Feb 22, 2018 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Feb 13, 2018 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 30, 2017 GNRN
NON-FINAL ACTION E-MAILED
Nov 30, 2017 GNRT
NON-FINAL ACTION WRITTEN
Nov 30, 2017 CNRT
ASSIGNED TO EXAMINER
Nov 30, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Aug 31, 2017 NWOS
NEW APPLICATION ENTERED
Aug 29, 2017 NWAP