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SEPARATELY MANAGED ALTERNATIVES
Live/Registered
SECTION 8-ACCEPTED

accepted

on 03 Nov 2023

Last Applicant/ Owned by

James R Peters

6037 Sumner Rd

Alexandria

US

VA

22310

Serial Number

87509538 filed on 28th Jun 2017

Registration Number

5403690 registered on 13th Feb 2018

in the Supplemental Register

Correspondent Address

6037 Sumner Rd

Alexandria VA 22310

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

SEPARATELY MANAGED ALTERNATIVES

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Classification Information

Class [036]
Insurance & Financial Services

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

First Use Date in General

13th Dec 2017

First Use Date in Commerce

13th Dec 2017

Specimens

SEPARATELY MANAGED ALTERNATIVES specimenSEPARATELY MANAGED ALTERNATIVES specimen

Mark Details

Serial Number

No 87509538

Mark Type

No Service Mark

Attorney Docket Number

No TMI2-T.e1183

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History

Show more

Status DateAction Taken
03rd Nov 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED
03rd Nov 2023NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
05th May 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
13th Feb 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
13th Feb 2023TEAS SECTION 8 RECEIVED
13th Feb 2018REGISTERED-SUPPLEMENTAL REGISTER
08th Jan 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
01st Jan 2018ASSIGNED TO LIE
19th Dec 2017NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
18th Dec 2017USE AMENDMENT ACCEPTED