PROTECTIVE INVESTING Logo (WIPO, 12/14/2022)
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The International trademark PROTECTIVE INVESTING was filed as Figurative mark on 12/14/2022 at the World Intellectual Property Organization.
Logodesign (Wiener Klassifikation)
#Signs, notations, symbols #Letters presenting a special form of writing #Dots #Letters surmounted by a sign of disproportionate size #Series of letters presenting different forms of writing #Series of letters in different dimensions
| Trademark form | Figurative mark |
| File reference | 1710744 |
| Countries | 
|
| Base trademark |
No. 97499298,
July 12, 2022
|
| Application date | December 14, 2022 |
| Expiration date | December 14, 2032 |
Trademark owner
340 Longfellow Drive
Wheaton IL 60189
US
Wheaton IL 60189
US
Trademark representatives
PO Box 140310
Kansas City MO 64114-0310
US
goods and services
36
Provision of protective investment solutions for financial
planning professionals; financial services, namely,
investment advice, investment management, investment
consultation and investment of funds for others; investment
by electronic means; investment consultancy; investment
advisory services; provision of online financial
information, research and investment recommendations for
financial planning professionals; investment management
services; financial analysis and consultation; providing
information in the field of financial planning and
investment for financial planning professionals; providing
information pertaining to financial tools and products for
financial planning professionals; financial services,
namely, financial management, consultation and advice in the
field of alternative investments
42
Platform as a service (PaaS) featuring computer software
platform that allows financial planning professionals to
track, monitor, and manage investment portfolios; platform
as a service (paas) featuring computer software platform for
investment portfolio selection, construction, monitoring,
reporting, and management; platform as a service (paas)
featuring computer software platform for managing
investments; platform as a service (paas) featuring computer
software platform for use in the fields of financial
management, investment tracking, portfolio analysis,
portfolio management, investment reporting, and investment
performance measurement; platform as a service (paas)
featuring computer software platform that allows users to
research, analyze, and invest in annuities, buffer ETFs,
structured notes, and alternative investments; platform as a
service (paas) featuring computer software platform that
allows users to manage and administer investments; platform
as a service (paas) featuring computer software platform
that allows banks, issuers, and financial institutions to
sell annuities, ETFs, structured notes, and alternative
investments to financial planning professionals and their
clients; providing on-line non-downloadable software in the
nature of a financial technology software platform for
providing information, analysis, management and
administration services in the field of investments;
platform as a service (paas) featuring computer software
platform that enables investors to select, issue and monitor
financial products; platform as a service (paas) featuring
computer software platform that provides protective
investment solutions for financial planning professionals;
platform as a service (paas) featuring computer software
platform that allows financial planning professionals draft
proposals; platform as a service (paas) featuring computer
software platform that allows financial planning
professionals to draft and deliver customized financial
planning strategies and asset management and investment
advice
Trademark history
| Date | Document number | Area | Entry |
|---|---|---|---|
| June 1, 2023 | 2023/23 Gaz | TR | Rejection |
| May 1, 2023 | 2023/18 Gaz | GB | Rejection |
| March 7, 2023 | 2023/10 Gaz | IN | Rejection |
| February 20, 2023 | 2023/9 Gaz | EM | Rejection |
| December 14, 2022 | 2023/3 Gaz | US | Registration |
ID: 141710744