CUSTOM PORTFOLIO PLANNING - Trademark Details
Status: 710 - Cancelled - Section 8
Serial Number
75083645
Registration Number
2133477
Word Mark
CUSTOM PORTFOLIO PLANNING
Status
710 - Cancelled - Section 8
Status Date
2021-10-22
Filing Date
1996-04-04
Registration Number
2133477
Registration Date
1998-01-27
Mark Drawing
1000 - Typeset: Word(s)/letter(s)/number(s)
Typeset
Attorney Name
Law Office Assigned Location Code
L30
Employee Name
WOLFSON, FRANCES SMITH
Statements
Goods and Services
financial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset allocation analyses to match the characteristics
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2021-10-22
Primary Code
036
First Use Anywhere Date
1996-04-11
First Use In Commerce Date
1996-04-11
Correspondences
Name
Peter F. Weinberg
Address
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Trademark Events
| Event Date | Event Description |
| 1996-09-24 | ASSIGNED TO EXAMINER |
| 1996-10-09 | NON-FINAL ACTION MAILED |
| 1997-04-07 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 1997-05-19 | NON-FINAL ACTION MAILED |
| 1997-08-29 | USE AMENDMENT FILED |
| 1997-09-10 | AMENDMENT TO USE PROCESSING COMPLETE |
| 1997-08-29 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 1997-10-11 | USE AMENDMENT ACCEPTED |
| 1997-11-17 | EXAMINER'S AMENDMENT MAILED |
| 1997-12-01 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 1998-01-27 | REGISTERED-SUPPLEMENTAL REGISTER |
| 2002-11-08 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2003-12-19 | REGISTERED - SEC. 8 (6-YR) FILED |
| 2004-02-20 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| 2005-08-29 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2005-08-29 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2007-04-09 | CASE FILE IN TICRS |
| 2008-01-08 | TEAS SECTION 8 & 9 RECEIVED |
| 2008-01-10 | ASSIGNED TO PARALEGAL |
| 2008-01-11 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 2008-01-11 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 2011-07-01 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| 2017-01-27 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| 2021-10-22 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
