THE BRIDGE BETWEEN PROTECTION AND GROWTH Trademark Information

Wilbanks Smith & Thomas Asset Management, LLC

Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative softwa...

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This is a brand page for the THE BRIDGE BETWEEN PROTECTION AND GROWTH trademark by Wilbanks Smith & Thomas Asset Management, LLC  in Norfolk, VA, 23510.

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On Monday, August 24, 2015, a U.S. federal trademark registration was filed for THE BRIDGE BETWEEN PROTECTION AND GROWTH. The USPTO has given the THE BRIDGE BETWEEN PROTECTION AND GROWTH trademark serial number of 86734816. The current federal status of this trademark filing is REGISTERED. The correspondent listed for THE BRIDGE BETWEEN PROTECTION AND GROWTH is ROBERT E. SMARTSCHAN of Kaufman & Canoles, PO Box 3037, Norfolk, VA 23514-3037 . The THE BRIDGE BETWEEN PROTECTION AND GROWTH trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for THE BRIDGE BETWEEN PROTECTION AND GROWTH is Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection.

Word mark: THE BRIDGE BETWEEN PROTECTION AND GROWTH
Status/Status Date:
REGISTERED
10/25/2016
Serial Number: 86734816
Filing Date: 8/24/2015
Registration Number: 5069842
Registration Date: 10/25/2016
Goods and Services: Financial services, namely, financial analysis; providing portfolio and investment management services; providing portfolio and investment management services through use of proprietary quantitative software; providing financial asset and wealth management advisory and consulting services through use of proprietary quantitative software; financial portfolio management and support services provided through use of proprietary quantitative software, namely, the analysis, creation, management, monitoring, accounting and rebalancing of investment portfolios; risk assessment and allocation of assets among various investment classes; financial portfolio management and support services utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services that uniquely combine asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services utilizing a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection; financial portfolio management and support services provided through use of proprietary software, utilizing strategic beta indexing in combination with risk management techniques and processes to mitigate investor downside risk; financial portfolio management and support services provided through use of proprietary software, designed to provide and capture superior upside value using advanced factor investing while giving investors cost-effective downside protection; financial portfolio management and support services provided through use of proprietary quantitative software that uniquely combines asset class momentum, adaptive trend following and tail risk hedging factors to give an optimal risk adjusted performance profile; financial portfolio management and support services provided through use of proprietary quantitative software following a rule-based model with multi-layered risk management to quantitatively analyze the costs-to-benefits of various methods of providing investors with downside protection
Mark Description: NOT AVAILABLE
Type Of Mark: Service Mark
Published For Opposition Date: 1/19/2016
Last Applicant/Owner: Wilbanks Smith & Thomas Asset Management, LLC
Norfolk, VA 23510
Mark Drawing Code: Standard Character Mark
Design Search: (NO DATA)
Register Type: Principal
Disclaimer: (NOT AVAILABLE)
Correspondent:
Kaufman & Canoles
PO Box 3037
Norfolk, VA 23514-3037

Classification Information

Use in Commerce Trademark - Applicant has provided proof of use of this mark in commerce to USPTO.

Primary Class: Class Details:
Class (036)
Insurance; financial affairs; monetary affairs; real estate affairs.
First Use Anywhere: : 3/16/2016
First Use In Commerce: 3/16/2016

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Current Trademark Status:
10/25/2016
REGISTERED
Correspondent Search:

ROBERT E. SMARTSCHAN is a correspondent of THE BRIDGE BETWEEN PROTECTION AND GROWTH trademark.

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