WBI INVESTMENTS, INC. logo

WBI INVESTMENTS, INC.

53 Marks
Corp.
First Filed:Jun 13, 2005Latest Filed:Apr 9, 2024Address:331 Newman Springs Road, Suite 122, Red Bank, NJ 07701

Portfolio Overview

Registered
11(21%)
Dead
42(79%)
Previous
1

Top Classes

Class 36
Insurance, Financial Services & Real Estate
45(85%)
Class 9
Electronics, Software & Scientific Equipment
6(11%)
Class 42
Software, IT Services & Scientific Research
3(6%)

TTAB Proceedings

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

Top Firms

Whitham, Curtis & Cook, P.C.(Dec 2017)
12
WHITHAM, CURTIS, CHRISTOFFER...(Feb 2019)
7
WC&F IP(Apr 2024)
5

Trademark Activity Timeline(2005 – 2025)

Trademark Portfolio

54 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
TAME THE BEAR RUN WITH THE BULL
TAME THE BEAR RUN WITH THE BULL
Service Mark
Word
REGISTERED
Owner:
Serial:98490468
Filed:Apr 9, 2024
Classes:36
Registration:7711117
Registered:Mar 4, 2025
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment
97785539
97785539
Service Mark
Design
REGISTERED
Owner:
Serial:97785539
Filed:Feb 8, 2023
Classes:36
Registration:7279034
Registered:Jan 16, 2024
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment
WBI
WBI
Service Mark
Combined
REGISTERED
Owner:
Serial:97785551
Filed:Feb 8, 2023
Classes:36
Registration:7279035
Registered:Jan 16, 2024
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment
CAPITAL POWER RATIO
CAPITAL POWER RATIO
Service Mark
Word
REGISTERED
Owner:
Serial:97776748
Filed:Feb 1, 2023
Classes:36
Registration:7291819
Registered:Jan 23, 2024
Goods & Services
Class 036: Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment
CASH HEDGE PRO
CASH HEDGE PRO
Service Mark
Word
ABANDONED
Owner:
Serial:97704295
Filed:Dec 5, 2022
Classes:36
WBI CAPITAL
WBI CAPITAL
Service Mark
Combined
REGISTERED
Owner:
Serial:88318585
Filed:Feb 27, 2019
Classes:36
Registration:6014959
Registered:Mar 17, 2020
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment; "CAPITAL"
WBI WEALTH BUILDERS
WBI WEALTH BUILDERS
Service Mark
Combined
REGISTERED
Owner:
Serial:88318544
Filed:Feb 27, 2019
Classes:36
Registration:6059806
Registered:May 19, 2020
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment; "WEALTH BUILDERS"
WBI TECHNOLOGIES
WBI TECHNOLOGIES
Trademark
Combined
ABANDONED
Owner:
Serial:88228387
Filed:Dec 13, 2018
Classes:9
Goods & Services
"TECHNOLOGIES"
WBI TECHNOLOGIES
WBI TECHNOLOGIES
Service Mark
Combined
REGISTERED
Owner:
Serial:88976687
Filed:Dec 13, 2018
Classes:42
Registration:6009744
Registered:Mar 10, 2020
Goods & Services
"TECHNOLOGIES"; Providing online non-downloadable computer software to assist others with business planning, financial planning, and investment management
CY
CY
Service Mark
Combined
REGISTERED
Owner:
Serial:88976556
Filed:Dec 4, 2018
Classes:36, 42
Registration:5992777
Registered:Feb 18, 2020
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment; Providing online non-downloadable computer software to assist others with business planning, financial planning, and investment management
CY
CY
Trademark
Combined
ABANDONED
Owner:
Serial:88216558
Filed:Dec 4, 2018
Classes:9
CAPITAL POWER RATIO
CAPITAL POWER RATIO
Service Mark
Word
ABANDONED
Owner:
Serial:87738413
Filed:Dec 29, 2017
Classes:36
Goods & Services
"POWER RATIO"
COMPOUNDING POWER RATIO
COMPOUNDING POWER RATIO
Service Mark
Word
CANCELLED
Owner:
Serial:87738425
Filed:Dec 29, 2017
Classes:36
Registration:5663205
Registered:Jan 22, 2019
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment; "POWER RATIO"
BULL | BEAR RADIO
BULL | BEAR RADIO
Trademark
Word
ABANDONED
Owner:
Serial:87736614
Filed:Dec 28, 2017
Classes:9
BULL | BEAR CLIENT BENCHMARK
BULL | BEAR CLIENT BENCHMARK
Trademark
Word
ABANDONED
Owner:
Serial:87717326
Filed:Dec 12, 2017
Classes:9
CY
CY
Service Mark
Word
REGISTERED
Owner:
Serial:87983486
Filed:Dec 12, 2017
Classes:36, 42
Registration:6206158
Registered:Nov 24, 2020
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment | Providing online non-downloadable computer software to assist others with business planning, financial planning, and investment management
CY
CY
Trademark
Word
ABANDONED
Owner:
Serial:87717335
Filed:Dec 12, 2017
Classes:9
DIGITAL ADVISORY CYBORG PARTNER
DIGITAL ADVISORY CYBORG PARTNER
Trademark
Word
ABANDONED
Owner:
Serial:87717343
Filed:Dec 12, 2017
Classes:9
Goods & Services
"DIGITAL ADVISORY" AND "PARTNER"
POWERPACKS
POWERPACKS
Service Mark
Word
CANCELLED
Owner:
Serial:87590113
Filed:Aug 30, 2017
Classes:36
Registration:5477267
Registered:May 22, 2018
POWERPAGES
POWERPAGES
Service Mark
Word
CANCELLED
Owner:
Serial:87537888
Filed:Jul 21, 2017
Classes:36
Registration:5477162
Registered:May 22, 2018
POWER FACTOR
POWER FACTOR
Service Mark
Word
CANCELLED
Owner:
Serial:87098168
Filed:Jul 8, 2016
Classes:35, 36
Registration:5419050
Registered:Mar 6, 2018
Goods & Services
Investment of funds for others, namely, managing an investment fund using an index derived from measures predictive of out performance; Compiling securities exchange index values, namely, maintaining a securities exchange index derived from measures predictive of out performance
POWER FACTOR RISK INDEXES
POWER FACTOR RISK INDEXES
Service Mark
Word
ABANDONED
Owner:
Serial:87098319
Filed:Jul 8, 2016
Classes:35
TAME THE BEAR RUN WITH THE BULL
TAME THE BEAR RUN WITH THE BULL
Service Mark
Word
CANCELLED
Owner:
Serial:86941838
Filed:Mar 16, 2016
Classes:36
Registration:5266928
Registered:Aug 15, 2017
ENHANCED SMA
ENHANCED SMA
Service Mark
Word
CANCELLED
Owner:
Serial:86578732
Filed:Mar 27, 2015
Classes:36
Registration:4833911
Registered:Oct 13, 2015
EMBRACE THE BULL
EMBRACE THE BULL
Service Mark
Word
CANCELLED
Owner:
Serial:86454639
Filed:Nov 14, 2014
Classes:36
Registration:4823855
Registered:Sep 29, 2015
TAME THE BEAR
TAME THE BEAR
Service Mark
Word
CANCELLED
Owner:
Serial:86454628
Filed:Nov 14, 2014
Classes:36
Registration:4823854
Registered:Sep 29, 2015
TAME THE BEAR & EMBRACE THE BULL
TAME THE BEAR & EMBRACE THE BULL
Service Mark
Word
CANCELLED
Owner:
Serial:86454662
Filed:Nov 14, 2014
Classes:36
Registration:4819742
Registered:Sep 22, 2015
TAME THE BEAR EMBRACE THE BULL
TAME THE BEAR EMBRACE THE BULL
Service Mark
Word
CANCELLED
Owner:
Serial:86454651
Filed:Nov 14, 2014
Classes:36
Registration:4819741
Registered:Sep 22, 2015
WBI FUSION SHARES
WBI FUSION SHARES
Service Mark
Combined
ABANDONED
Owner:
Serial:86361546
Filed:Aug 8, 2014
Classes:36
Goods & Services
"SHARES"
SMA ETF
SMA ETF
Service Mark
Stylized
CANCELLED
Owner:
Serial:86313464
Filed:Jun 18, 2014
Classes:36
Registration:4745383
Registered:May 26, 2015
SMA ORD
SMA ORD
Service Mark
Stylized
CANCELLED
Owner:
Serial:86313502
Filed:Jun 18, 2014
Classes:36
Registration:4843069
Registered:Oct 27, 2015
86254712
86254712
Service Mark
Design
CANCELLED
Owner:
Serial:86254712
Filed:Apr 17, 2014
Classes:36
Registration:4593059
Registered:Aug 26, 2014
WBI
WBI
Service Mark
Combined
CANCELLED
Owner:
Serial:86187460
Filed:Feb 7, 2014
Classes:36
Registration:4642613
Registered:Nov 18, 2014
WBI ETFS
WBI ETFS
Service Mark
Combined
CANCELLED
Owner:
Serial:86187481
Filed:Feb 7, 2014
Classes:36
Registration:4732775
Registered:May 5, 2015
Goods & Services
"ETFS"
WBI FUNDS
WBI FUNDS
Service Mark
Combined
CANCELLED
Owner:
Serial:86187492
Filed:Feb 7, 2014
Classes:36
Registration:4642614
Registered:Nov 18, 2014
Goods & Services
"FUNDS"
WBI INVESTMENTS
WBI INVESTMENTS
Service Mark
Combined
CANCELLED
Owner:
Serial:86187510
Filed:Feb 7, 2014
Classes:36
Registration:4657690
Registered:Dec 16, 2014
Goods & Services
"INVESTMENTS"
WBI TRADING COMPANY INC.
WBI TRADING COMPANY INC.
Service Mark
Combined
CANCELLED
Owner:
Serial:86182849
Filed:Feb 3, 2014
Classes:36
Registration:4732748
Registered:May 5, 2015
Goods & Services
"TRADING COMPANY INC."
WBI SHARES
WBI SHARES
Service Mark
Combined
CANCELLED
Owner:
Serial:86180210
Filed:Jan 30, 2014
Classes:36
Registration:4642594
Registered:Nov 18, 2014
Goods & Services
"SHARES"
ABSOLUTECORE SHARES
ABSOLUTECORE SHARES
Service Mark
Stylized
ABANDONED
Owner:
Serial:86111733
Filed:Nov 6, 2013
Classes:36
Goods & Services
"SHARES"
ABSOLUTE CORE FUNDS
ABSOLUTE CORE FUNDS
Service Mark
Stylized
ABANDONED
Owner:
Serial:86047949
Filed:Aug 26, 2013
Classes:36
Goods & Services
"CORE FUNDS"
WBI ABSOLUTE CORE ETFS ACTIVELY MANAGING RISK SO YOU DON'T HAVE TO
WBI ABSOLUTE CORE ETFS ACTIVELY MANAGING RISK SO YOU DON'T HAVE TO
Service Mark
Stylized
ABANDONED
Owner:
Serial:86046624
Filed:Aug 23, 2013
Classes:36
Goods & Services
"CORE ETFS"
WBI ETFS WHERE YOUR CAPITAL MATTERS
WBI ETFS WHERE YOUR CAPITAL MATTERS
Service Mark
Combined
ABANDONED
Owner:
Serial:86046648
Filed:Aug 23, 2013
Classes:36
Goods & Services
"ETFS"
WBI FUNDS WHERE YOUR CAPITAL MATTERS
WBI FUNDS WHERE YOUR CAPITAL MATTERS
Service Mark
Combined
CANCELLED
Owner:
Serial:86046758
Filed:Aug 23, 2013
Classes:36
Registration:4646245
Registered:Nov 25, 2014
Goods & Services
"FUNDS"
WBI INVESTMENTS WHERE YOUR CAPITAL MATTERS
WBI INVESTMENTS WHERE YOUR CAPITAL MATTERS
Service Mark
Stylized
CANCELLED
Owner:
Serial:86046708
Filed:Aug 23, 2013
Classes:36
Registration:4646244
Registered:Nov 25, 2014
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management [ ; mutual fund brokerage; mutual fund distribution; mutual fund investment ]; "INVESTMENTS"
WBI SMA WHERE YOUR CAPITAL MATTERS
WBI SMA WHERE YOUR CAPITAL MATTERS
Service Mark
Combined
ABANDONED
Owner:
Serial:86046686
Filed:Aug 23, 2013
Classes:36
Goods & Services
"SMA"
WBI TRADING, INC.
WBI TRADING, INC.
Service Mark
Stylized
ABANDONED
Owner:
Serial:86046736
Filed:Aug 23, 2013
Classes:36
Goods & Services
"TRADING, INC."
WBI UMA WHERE YOUR CAPITAL MATTERS
WBI UMA WHERE YOUR CAPITAL MATTERS
Service Mark
Combined
ABANDONED
Owner:
Serial:86046671
Filed:Aug 23, 2013
Classes:36
DTS
DTS
Service Mark
Word
ABANDONED
Owner:
Serial:85394135
Filed:Aug 10, 2011
Classes:36
WBI
WBI
Service Mark
Word
REGISTERED
Owner:
Serial:85394073
Filed:Aug 10, 2011
Classes:36
Registration:4118496
Registered:Mar 27, 2012
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; Financial and investment portfolio management; Financial and investment risk management; Mutual fund brokerage; Mutual fund distribution; Mutual fund investment
WBI FUNDS
WBI FUNDS
Service Mark
Word
CANCELLED
Owner:
Serial:85109302
Filed:Aug 17, 2010
Classes:36
Registration:4132593
Registered:Apr 24, 2012
Goods & Services
"FUNDS"
WBI INVESTMENTS
WBI INVESTMENTS
Service Mark
Combined
CANCELLED
Owner:
Serial:78800192
Filed:Jan 26, 2006
Classes:36
Registration:3183602
Registered:Dec 12, 2006
Goods & Services
"INVESTMENTS"
WBI INVESTMENTS
WBI INVESTMENTS
Service Mark
Word
REGISTERED
Owner:
Serial:78800235
Filed:Jan 26, 2006
Classes:36
Registration:3183604
Registered:Dec 12, 2006
Goods & Services
Class 036: Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; and financial and investment risk management
WHEN HAVING THE RIGHT TOOLS IS CRITICAL TO SUCCESS
WHEN HAVING THE RIGHT TOOLS IS CRITICAL TO SUCCESS
Service Mark
Word
CANCELLED
Owner:
Serial:78649183
Filed:Jun 13, 2005
Classes:36
Registration:3100588
Registered:Jun 6, 2006
GOT DIVIDENDS?
GOT DIVIDENDS?
Service Mark
Word
Previous
REGISTERED
Owner:
Serial:87365169
Filed:Mar 9, 2017
Classes:36
Registration:5460316
Registered:May 1, 2018
Goods & Services
Financial and investment services, namely, providing and assisting others with financial and investment management, planning and research; financial and investment portfolio management; financial and investment risk management; mutual fund brokerage; mutual fund distribution; mutual fund investment

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