SYMMETRY PARTNERS, LLC logo

SYMMETRY PARTNERS, LLC

29 Marks
LLC
First Filed:Jun 15, 2005Latest Filed:Mar 11, 2026Address:151 National Drive, Glastonbury, CT 06033, US

Portfolio Overview

Registered
3(10%)
Pending
10(34%)
Dead
16(55%)

Top Classes

Class 36
Insurance, Financial Services & Real Estate
21(72%)
Class 35
Advertising, Business Services & Retail
5(17%)
Class 9
Electronics, Software & Scientific Equipment
3(10%)

TTAB Proceedings

Total Proceedings
7
As Plaintiff
7(100%)
As Defendant
0(0%)

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Trademark Activity Timeline(2005 – 2026)

Trademark Portfolio

29 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
SYMMETRY PANORAMIC MUTUAL FUNDS
PENDING
Owner:
Serial:99696579
Filed:Mar 11, 2026
Classes:36
SYMMETRY PANORAMIC SMOM SECTOR MOMENTUM ETF
Owner:
Serial:99696648
Filed:Mar 11, 2026
Classes:36
99586723
99586723
Service Mark
Design
ITU
PENDING
Owner:
Serial:99586723
Filed:Jan 9, 2026
Classes:36
Goods & Services
Class 036: Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment in the field of real estate and securities; Providing information regarding financial investment strategies for investment advisor representatives; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advice relating to tax; Financial retirement plan consulting services; Investment advice in the fields of retirement plans and investment options for retirement plans; Investment consultation in the fields of retirement plans and investment options for retirement plans; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, investment fund transfer and transaction services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment consultation in the fields of mutual funds and equities
SYMMETRY
SYMMETRY
Service Mark
Combined
ITU
PENDING
Owner:
Serial:99586705
Filed:Jan 9, 2026
Classes:36
Goods & Services
Class 036: Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment in the field of real estate and securities; Providing information regarding financial investment strategies for investment advisor representatives; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advice relating to tax; Financial retirement plan consulting services; Investment advice in the fields of retirement plans and investment options for retirement plans; Investment consultation in the fields of retirement plans and investment options for retirement plans; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Financial services, namely, investment fund transfer and transaction services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Investment consultation in the fields of mutual funds and equities
SECTOR MOMENTUM
SECTOR MOMENTUM
Service Mark
Word
PENDING
Owner:
Serial:99270806
Filed:Jul 7, 2025
Classes:36
Goods & Services
Investment of funds; Investment advice; Investment advisory services; Financial services, namely, investment fund transfer and transaction services; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Information, advisory, consultancy and financial research services relating to finance and investments; Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Providing information regarding financial investment strategies for investment advisor representatives; Financial management in the field of providing a diversified investment fund portfolio
AXIOM WEALTH PLATFORM
AXIOM WEALTH PLATFORM
Service Mark
Word
REGISTERED
Owner:
Serial:99153082
Filed:Apr 24, 2025
Classes:42
Registration:8114711
Registered:Jan 27, 2026
Goods & Services
Platform as a service (PAAS) featuring computer software platforms for financial planning professionals to track, monitor, and manage investment portfolios; Platform as a service (PAAS) featuring computer software platforms for investment portfolio selection, construction, monitoring, reporting, and management; Platform as a service (PAAS) featuring computer software platforms for managing investments; Platform as a service (PAAS) featuring computer software platforms for use in the fields of financial management, investment tracking, portfolio analysis, portfolio management, investment reporting, and investment performance measurement; Platform as a service (PAAS) featuring computer software platforms for providing information, analysis, management and administration services in the field of investments
PANORAMIC DIRECT INVESTING
PENDING
Owner:
Serial:99153074
Filed:Apr 24, 2025
Classes:36
Goods & Services
Investment of funds; Financial services, namely, investment fund transfer and transaction services; Financial management in the field of providing a diversified investment fund portfolio; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
PANORAMIC MUTUAL FUNDS
PANORAMIC MUTUAL FUNDS
Service Mark
Word
PENDING
Owner:
Serial:99153067
Filed:Apr 24, 2025
Classes:36
Goods & Services
Investment of funds; Financial services, namely, investment fund transfer and transaction services; Financial management in the field of providing a diversified investment fund portfolio; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
PRECISIONCORE
PRECISIONCORE
Service Mark
Word
REGISTERED
Owner:
Serial:99153050
Filed:Apr 24, 2025
Classes:36
Registration:8173933
Registered:Mar 17, 2026
Goods & Services
Investment of funds; Financial services, namely, investment fund transfer and transaction services; Financial management in the field of providing a diversified investment fund portfolio; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
SYMMETRY
SYMMETRY
Service Mark
Combined
PENDING
Owner:
Serial:99153033
Filed:Apr 24, 2025
Classes:36
Goods & Services
Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment in the field of investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment account performance, and provision of managed account program for investment advisor representatives with continuous marketing, training, and operational support; Providing information regarding financial investment strategies for investment advisor representatives; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advice relating to tax; Financial retirement plan consulting services; Investment advice in the fields of retirement plans and investment options for retirement plans; Investment consultation in the fields of retirement plans and investment options for retirement plans
SYMMETRY PANORAMIC
SYMMETRY PANORAMIC
Service Mark
Word
PENDING
Owner:
Serial:99153063
Filed:Apr 24, 2025
Classes:36
Goods & Services
Investment of funds; Financial services, namely, investment fund transfer and transaction services; Financial management in the field of providing a diversified investment fund portfolio; Providing information, commentary and advice in the field of finance, financial investments and financial valuations
SYMMETRY PARTNERS
SYMMETRY PARTNERS
Service Mark
Word
PENDING
Owner:
Serial:99153043
Filed:Apr 24, 2025
Classes:36
Goods & Services
Financial planning and investment advisory services; Monitoring financial markets for investment purposes; Providing information regarding financial investment strategies; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment in the field of investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment account performance, and provision of managed account program for investment advisor representatives with continuous marketing, training, and operational support; Providing information regarding financial investment strategies for investment advisor representatives; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Information, advisory, consultancy and financial research services relating to finance and investments; Financial advice relating to tax; Financial retirement plan consulting services; Investment advice in the fields of retirement plans and investment options for retirement plans; Investment consultation in the fields of retirement plans and investment options for retirement plans
SYMMETRY PANORAMIC
SYMMETRY PANORAMIC
Service Mark
Word
ABANDONED
Owner:
Serial:87643356
Filed:Oct 12, 2017
Classes:36
SYMMETRY DELTA
SYMMETRY DELTA
Service Mark
Word
ABANDONED
Owner:
Serial:86659794
Filed:Jun 11, 2015
Classes:36
COMMODITIZING ALPHA
COMMODITIZING ALPHA
Service Mark
Word
CANCELLED
Owner:
Serial:86367698
Filed:Aug 15, 2014
Classes:36
Registration:4928302
Registered:Mar 29, 2016
FACTORING ALPHA
FACTORING ALPHA
Service Mark
Word
ABANDONED
Owner:
Serial:86367708
Filed:Aug 15, 2014
Classes:36
FIXEDALT
FIXEDALT
Service Mark
Word
ABANDONED
Owner:
Serial:86325888
Filed:Jul 1, 2014
Classes:36
SUCCESS STARTS AT THE CORE
CANCELLED
Owner:
Serial:85911734
Filed:Apr 23, 2013
Classes:35
Registration:4480220
Registered:Feb 11, 2014
S
S
Trademark
Combined
CANCELLED
Owner:
Serial:85887880
Filed:Mar 27, 2013
Classes:9
Registration:4435842
Registered:Nov 19, 2013
S
S
Trademark
Combined
CANCELLED
Owner:
Serial:85887851
Filed:Mar 27, 2013
Classes:9
Registration:4425536
Registered:Oct 29, 2013
SYMMETRY MOBILE
SYMMETRY MOBILE
Trademark
Word
CANCELLED
Owner:
Serial:85887819
Filed:Mar 27, 2013
Classes:9
Registration:4435835
Registered:Nov 19, 2013
Goods & Services
"MOBILE"
PASSIVE AT THE CORE
PASSIVE AT THE CORE
Service Mark
Word
ABANDONED
Owner:
Serial:85277022
Filed:Mar 25, 2011
Classes:35
SYMMETRY E ADVISOR
SYMMETRY E ADVISOR
Service Mark
Word
CANCELLED
Owner:
Serial:85116471
Filed:Aug 26, 2010
Classes:36
Registration:4010471
Registered:Aug 9, 2011
Goods & Services
"E ADVISOR"
ADVISORENVOY
ADVISORENVOY
Service Mark
Word
ABANDONED
Owner:
Serial:85039147
Filed:May 14, 2010
Classes:36
ENVOY
ENVOY
Service Mark
Word
ABANDONED
Owner:
Serial:85039106
Filed:May 14, 2010
Classes:36
GLOBALCORE
GLOBALCORE
Service Mark
Word
CANCELLED
Owner:
Serial:77893867
Filed:Dec 15, 2009
Classes:35, 36, 41
Registration:3912214
Registered:Jan 25, 2011
Goods & Services
Class 035: Continuous marketing services for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients; Class 036: Investment management and investment advisory services in the field of mutual funds and exchange traded funds, namely, investment management and investment advisory services for clients and for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients, in the nature of financial analysis, advice on investment strategy, portfolio management and investment account performance monitoring, and providing investment account support and information services, namely, responding to inquiries regarding investment accounts; Operational support services in the field of mutual funds and exchange traded funds, namely, administrative processing of investment accounts, and administrative processing of orders to execute trades, for clients and for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to others; Class 041: [ Training in the field of finance and investments for financial advisors, registered investment advisers, investment adviser representatives and registered broker-dealer representatives who provide financial services to clients ]
THE POWER OF PASSIVE
THE POWER OF PASSIVE
Service Mark
Word
CANCELLED
Owner:
Serial:77866947
Filed:Nov 6, 2009
Classes:35
Registration:3915068
Registered:Feb 1, 2011
Goods & Services
"PASSIVE"
ADVISOR CENTERPOINT
ADVISOR CENTERPOINT
Service Mark
Word
ABANDONED
Owner:
Serial:77856028
Filed:Oct 23, 2009
Classes:35
SYMMETRY
SYMMETRY
Service Mark
Word
REGISTERED
Owner:
Serial:78651428
Filed:Jun 15, 2005
Classes:36
Registration:3093301
Registered:May 16, 2006
Goods & Services
Financial investment services, namely, investment supervisory services in the field of mutual funds, financial account services for investment advisor representatives in the nature of financial analysis and advice on investment strategy, determining portfolio allocations based on client profiles, investment account performance monitoring, customized report generation pertaining to investment account performance, and provision of managed account program for investment advisor representatives with continuous marketing, training, and operational support

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