Who owns the RULES BASED INVESTING trademark?

The RULES BASED INVESTING trademark is owned by Glenn A Caldicott.

What class is the RULES BASED INVESTING trademark registered in?

The RULES BASED INVESTING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for RULES BASED INVESTING?

The USPTO serial number for RULES BASED INVESTING is 88374373.

What is the registration number for RULES BASED INVESTING?

RULES BASED INVESTING is registered under USPTO registration number 5853669.

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RUL

USPTO Trademark Record

REGISTERED

RULES BASED INVESTING

SN 88374373·Reg 5853669·Filed Apr 06, 2019

Owner Glenn A Caldicott

Financial, monetary and banking services; insurance services; real estate services.

RULES BASED INVESTING (Serial No. 88374373), Registration No. 5853669, is a registered US trademark filed on Apr 06, 2019 by Glenn A Caldicott. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: September 03, 2029

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Mark Intelligence

RULES BASED INVESTING (Reg. #5853669) is a registered US trademark that has been protecting its owner, Glenn A Caldicott, since 2019. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Apr 06, 2019

SERIAL

88374373

REG#

5853669

REGISTERED

Sep 03, 2019

Filing Information

StatusREGISTERED

Filing DateApr 06, 2019

Serial Number88374373

Registration No.5853669

Registration DateSep 03, 2019

Status DateJan 14, 2026

Next RenewalSeptember 03, 2029

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Jan 01, 1997

First use in commerce: Jul 01, 1997

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

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Status History

16 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jan 14, 2026

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jan 14, 2026

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jan 12, 2026

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

Aug 29, 2025

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Sep 03, 2024

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

REGISTERED-SUPPLEMENTAL REGISTER

Sep 03, 2019

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jul 27, 2019

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Jul 18, 2019

ASSIGNED TO LIE

EXAMINERS AMENDMENT -WRITTEN

Jul 09, 2019

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Jul 09, 2019

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 09, 2019

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Jul 09, 2019

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jul 09, 2019

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

ASSIGNED TO EXAMINER

Jun 17, 2019

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 26, 2019

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Apr 10, 2019

NEW APPLICATION ENTERED

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