PORTFOLIO STRATEGIST - Trademark Details
Status: 602 - Abandoned-Failure To Respond Or Late Response
Image for trademark with serial number 75588357
Serial Number
75588357
Word Mark
PORTFOLIO STRATEGIST
Status
602 - Abandoned-Failure To Respond Or Late Response
Status Date
2000-11-30
Filing Date
1998-11-13
Mark Drawing
1000 - Typeset: Word(s)/letter(s)/number(s) Typeset
Attorney Name
Peter L. Michaelson
Law Office Assigned Location Code
L10
Employee Name
SPILS, CAROL A
Statements
Goods and Services
Mutual fund investment advisory services provided through a financial WRAP program, namely, matching an investor to one of a number of predefined specific investment models, executing financial transactions in order to form a portfolio of financial assets based on the model specified for the investor, maintaining custody and control of various assets in the portfolio to ratios defined in the specified model, monitoring of investments in the portfolio, and conducting periodic meetings with the investor to review performance of the portfolio relative to needs of the investor
Classification Information
International Class
36 - 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
6 - Active
Class Status Date
1999-01-12
Primary Code
036
First Use Anywhere Date
1998-10-21
First Use In Commerce Date
1998-10-21
Correspondences
Name
PETER L. MICHAELSON
Address
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Trademark Events
Event DateEvent Description
1999-03-12ASSIGNED TO EXAMINER
1999-03-30NON-FINAL ACTION MAILED
1999-09-08CORRESPONDENCE RECEIVED IN LAW OFFICE
1999-09-29ASSIGNED TO EXAMINER
2000-04-06FINAL REFUSAL MAILED
2000-11-30ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE