Who owns the RULES BASED INVESTMENT trademark?

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

What class is the RULES BASED INVESTMENT trademark registered in?

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

What is the serial number for RULES BASED INVESTMENT?

The USPTO serial number for RULES BASED INVESTMENT is 88374393.

What is the registration number for RULES BASED INVESTMENT?

RULES BASED INVESTMENT is registered under USPTO registration number 5853670.

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Section 8/9 declaration window

September 03, 2029

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RUL

RULES BASED INVESTMENT

REGISTERED

Serial: 88374393
Reg: 5853670
Filed: Apr 06, 2019
Owner: Glenn A Caldicott

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

What to file next

Section 9 renewal, filed with a Section 8 declaration

When: Due between the ninth and tenth anniversary of registration, then before each tenth anniversary after that.
Extensions and grace: A six-month grace period follows, with an added per-class fee.
If it is missed: A missed renewal cancels the registration, and there is no revival route for it.

How Section 9 renewal works

General information about USPTO practice, not legal advice. The register is the authority, and a filing that has not yet posted can change what is owed.

Full Goods & Services

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.

Status History

16 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 15, 2026

Code APRE

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Jun 15, 2026

Code 8.OK

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Jun 15, 2026

Code NAS8

TEAS SECTION 8 RECEIVED

Mar 01, 2026

Code ES8R

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

Sep 03, 2024

Code REM1

REGISTERED-SUPPLEMENTAL REGISTER

Sep 03, 2019

Code R.SR

LAW OFFICE PUBLICATION REVIEW COMPLETED

Jul 27, 2019

Code PREV

ASSIGNED TO LIE

Jul 18, 2019

Code ALIE

EXAMINERS AMENDMENT -WRITTEN

Jul 09, 2019

Code CNEA

EXAMINERS AMENDMENT E-MAILED

Jul 09, 2019

Code GNEA

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Jul 09, 2019

Code GNEN

EXAMINER'S AMENDMENT ENTERED

Jul 09, 2019

Code XAEC

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Jul 09, 2019

Code CNTA

ASSIGNED TO EXAMINER

Jun 17, 2019

Code DOCK

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Apr 26, 2019

Code NWOS

NEW APPLICATION ENTERED

Apr 10, 2019

Code NWAP

RULES BASED INVESTMENT

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