CERITY PARTNERS, LLC logo

CERITY PARTNERS, LLC

27 Marks
LLC
First Filed:Jul 9, 2001Latest Filed:Feb 3, 2022Address:99 Park Avenue, NEW YORK, NY 10016

Portfolio Overview

Registered
19(70%)
Pending
1(4%)
Dead
7(26%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
25(93%)
Class 35
Advertising, Business Services & Retail
5(19%)

TTAB Proceedings

Total Proceedings
1
As Plaintiff
0(0%)
As Defendant
1(100%)

Top Firms

Lowenstein Sandler LLP(Feb 2022)
25

Trademark Activity Timeline(2001 – 2025)

Trademark Portfolio

27 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
97252353
97252353
Service Mark
Design
ABANDONED
Owner:
Serial:97252353
Filed:Feb 3, 2022
Classes:35
BLACKSWAN
BLACKSWAN
Service Mark
Word
REGISTERED
Owner:
Serial:97252327
Filed:Feb 3, 2022
Classes:36
Registration:7323511
Registered:Mar 5, 2024
Goods & Services
Providing and updating financial indices that track and measure the performance of a basket of investment products consisting of a majority of fixed income holdings and a minority of stock options; Providing financial indices for analyzing and validating the performance of a basket of investment products consisting of a majority of fixed income holdings and a minority of stock options; Providing financial indices of selected investment products consisting of a majority of fixed income holdings and a minority of stock options to enable consumers to choose investments in the market | Financial services in the nature of investment of funds for others, namely, providing, operating, and managing financial portfolio investment offerings consisting of a majority of fixed income holdings and a minority of stock options designed to protect against rare and unpredictable negative market events; Financial services, namely, investment of funds for others in financial portfolio investment offerings consisting of a majority of fixed income holdings and a minority of stock options designed to protect against rare and unpredictable negative market events; Financial services in the nature of investment of funds for others, namely, providing, operating, and managing exchange-traded fund (ETF) investment offerings that utilize selected investment options consisting of a majority of fixed income holdings and a minority of stock options designed to protect against rare and unpredictable negative market events
BLACKSWAN PORTFOLIO
BLACKSWAN PORTFOLIO
Service Mark
Word
REGISTERED
Owner:
Serial:97160185
Filed:Dec 7, 2021
Classes:36
Registration:7089830
Registered:Jun 27, 2023
Goods & Services
Class 036: Financial services in the nature of investment of funds for others, namely, providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events
BLACKSWAN TECH & TREASURY
REGISTERED
Owner:
Serial:97158863
Filed:Dec 6, 2021
Classes:36
Registration:7323441
Registered:Mar 5, 2024
Goods & Services
"TECH & TREASURY"
AGILITY
AGILITY
Service Mark
Stylized
PENDING
Owner:
Serial:90737138
Filed:May 26, 2021
Classes:36
Goods & Services
Financial asset management; Financial portfolio management; Financial risk management; Funds investment; Hedge fund investment services; Investment advisory services; Private equity fund investment services
BLACKSWAN CORE INDEX
BLACKSWAN CORE INDEX
Service Mark
Word
REGISTERED
Owner:
Serial:90263480
Filed:Oct 19, 2020
Classes:36
Registration:6424494
Registered:Jul 20, 2021
Goods & Services
"CORE INDEX"
BLACKSWAN ETF
BLACKSWAN ETF
Service Mark
Word
REGISTERED
Owner:
Serial:90263431
Filed:Oct 19, 2020
Classes:36
Registration:6424493
Registered:Jul 20, 2021
Goods & Services
Class 036: Financial services in the nature of investment of funds for others, namely, providing an exchange-traded fund (ETF) investment offering that utilizes select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events
INTERNATIONAL BLACKSWAN
INTERNATIONAL BLACKSWAN
Service Mark
Word
REGISTERED
Owner:
Serial:90263510
Filed:Oct 19, 2020
Classes:36
Registration:6647944
Registered:Feb 15, 2022
Goods & Services
Class 036: Financial services in the nature of investment of funds for others, namely, providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of international stock options designed to protect against rare and unpredictable negative market events
AGILITY GLOBAL EQUITY IMPACT
REGISTERED
Owner:
Serial:88795410
Filed:Feb 12, 2020
Classes:36
Registration:7644638
Registered:Jan 7, 2025
Goods & Services
Funds investment; Hedge fund investment services; "GLOBAL EQUITY IMPACT"
AGILITY PRIVATE REAL ASSETS
REGISTERED
Owner:
Serial:88795413
Filed:Feb 12, 2020
Classes:36
Registration:7644639
Registered:Jan 7, 2025
Goods & Services
Funds investment; Hedge fund investment services; "PRIVATE REAL ASSETS"
AGILITY REAL ASSETS
AGILITY REAL ASSETS
Service Mark
Word
REGISTERED
Owner:
Serial:88795414
Filed:Feb 12, 2020
Classes:36
Registration:7644640
Registered:Jan 7, 2025
Goods & Services
Funds investment; Hedge fund investment services; "REAL ASSETS"
C CERITY PARTNERS
C CERITY PARTNERS
Service Mark
Combined
REGISTERED
Owner:
Serial:88176921
Filed:Oct 31, 2018
Classes:35, 36
Registration:5886867
Registered:Oct 15, 2019
Goods & Services
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, providing financial advice to high net worth individuals and companies, financial retirement plan consulting, executive financial counseling, and financial wellness coaching services, namely, providing financial advice and assistance to individuals and companies as part of fringe benefit programs for their employees; Financial planning; Financial planning consultation; Financial planning for retirement; Financial services, namely, wealth management services; Investment advisory services; Investment management; Tax preparation; Tax and taxation planning, advice, information and consultancy services; "PARTNERS"
WOMEN OF CLARITY
WOMEN OF CLARITY
Service Mark
Word
REGISTERED
Owner:
Serial:88162126
Filed:Oct 19, 2018
Classes:36
Registration:5803970
Registered:Jul 16, 2019
Goods & Services
Financial services, namely, wealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment; "WOMEN"
87709900
87709900
Service Mark
Design
CANCELLED
Owner:
Serial:87709900
Filed:Dec 6, 2017
Classes:35, 36
Registration:5664610
Registered:Jan 29, 2019
Goods & Services
Financial record-keeping for tax compliance purposes; tax planning services; investment manager selection consultation; consultation in the field of family office creation, administration and management; tax preparation
EMM WEALTH
EMM WEALTH
Service Mark
Word
CANCELLED
Owner:
Serial:87709873
Filed:Dec 6, 2017
Classes:35, 36
Registration:5664609
Registered:Jan 29, 2019
Goods & Services
"WEALTH"
ARGI
ARGI
Service Mark
Word
REGISTERED
Owner:
Serial:87180149
Filed:Sep 22, 2016
Classes:35
Registration:5263889
Registered:Aug 15, 2017
Goods & Services
Accounting consultation; Accounting services; Accounting for third parties; Accounts receivable billing services; Acquisition and merger consultation; Bookkeeping; Business consulting services in the field of corporate benefits; Business consulting services in the field of retirement plans; Business consulting services in the field of employee benefits; Business consulting and information services; Business consulting services in the field of executive compensation; Business consulting, management, planning and supervision; Business information and accounting advisory services; Business management consultancy as well as development of processes for the analysis and the implementation of strategy plans and management projects; Business management consulting; Business management consulting and advisory services; Business organization consulting; Business succession planning; Payroll administration and management services; Preparation of reports relating to finance and investments; Tax advisory services; Tax and taxation planning, advice, information and consultancy services; Tax consultation; Business acquisition and merger consultation; Income tax consultation | Accounts payable debiting services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Financial consultancy and insurance consultancy; Financial consulting and advising in the field of mergers and acquisitions; Financial forecasting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial asset management; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Fund investment consultation; Funds investment; Insurance consultation; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment risk assessment services; Providing information in the field of employee financial benefit plans | Arranging and conducting educational seminars for businesses and their employees in the field of employee benefits, personal finances, retirement planning, insurance, financial planning, and investments
BLACKSWAN PORTFOLIO
BLACKSWAN PORTFOLIO
Service Mark
Word
REGISTERED
Owner:
Serial:87179857
Filed:Sep 22, 2016
Classes:36
Registration:5414779
Registered:Feb 27, 2018
Goods & Services
Class 036: Providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events
SMARTCAP
SMARTCAP
Service Mark
Word
CANCELLED
Owner:
Serial:87179660
Filed:Sep 22, 2016
Classes:36
Registration:5389261
Registered:Jan 30, 2018
86702855
86702855
Service Mark
Design
REGISTERED
Owner:
Serial:86702855
Filed:Jul 23, 2015
Classes:36
Registration:4905124
Registered:Feb 23, 2016
Goods & Services
Financial services, namely, wealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment
ROUND TABLE WEALTH MANAGEMENT
ROUND TABLE WEALTH MANAGEMENT
Service Mark
Combined
REGISTERED
Owner:
Serial:86702844
Filed:Jul 23, 2015
Classes:36
Registration:6050450
Registered:May 12, 2020
Goods & Services
Financial services, namely, wealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment; "WEALTH MANAGEMENT"
YOUR WEALTH, YOUR FAMILY, YOUR LIFE - YOUR ROUND TABLE
Owner:
Serial:86702843
Filed:Jul 23, 2015
Classes:36
Registration:4905123
Registered:Feb 23, 2016
Goods & Services
Financial services, namely, wealth management services; investment management; financial investment brokerage services; financial planning; financial advisory and consultancy services; capital investment
LUMINAFI
LUMINAFI
Service Mark
Word
CANCELLED
Owner:
Serial:85616596
Filed:May 4, 2012
Classes:36
Registration:4495390
Registered:Mar 11, 2014
ALGONQUIN ADVISORS
ALGONQUIN ADVISORS
Service Mark
Word
REGISTERED
Owner:
Serial:85186933
Filed:Nov 30, 2010
Classes:36
Registration:4021907
Registered:Sep 6, 2011
Goods & Services
Class 036: Investment advisory services
BLUE PRAIRIE GROUP
BLUE PRAIRIE GROUP
Service Mark
Word
REGISTERED
Owner:
Serial:85065666
Filed:Jun 17, 2010
Classes:36
Registration:3988512
Registered:Jul 5, 2011
Goods & Services
Class 036: financial advisory, consulting and management services regarding investments; retirement services in the nature of providing information and advice on the financial aspects of retirement; providing information and advice regarding the field of finance, financial investments and financial valuations
JANICZEK
JANICZEK
Service Mark
Word
REGISTERED
Owner:
Serial:78562007
Filed:Feb 7, 2005
Classes:36
Registration:3113953
Registered:Jul 11, 2006
Goods & Services
Financial Planning and Financial Advice
BINGHAM, OSBORN & SCARBOROUGH
CANCELLED
Owner:
Serial:78359036
Filed:Jan 28, 2004
Classes:36
Registration:2925264
Registered:Feb 8, 2005
Goods & Services
Investment management services, including wealth management, financial planning, retirement planning, estate planning, charitable planning, portfolio diversification, insurance programs and tax management
EXECUTIVE MONETARY MANAGEMENT
CANCELLED
Owner:
Serial:76284007
Filed:Jul 9, 2001
Classes:36
Registration:2578330
Registered:Jun 11, 2002
Goods & Services
Financial services; namely, financial investment and management; financial planning; tax planning and compliance; asset management; asset allocation; insurance consultation; financial investment reporting, financial investment performance monitoring; investment manager selection; retirement planning; trust and estate, planning, advisory, consultation, administration and management services; "MONEY MANAGEMENT"

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