PERFECTING THE PORTFOLIO - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 77253958
Serial Number
77253958
Registration Number
3658704
Word Mark
PERFECTING THE PORTFOLIO
Status
800 - Registered And Renewed
Status Date
2019-05-25
Filing Date
2007-08-13
Registration Number
3658704
Registration Date
2009-07-21
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2008-07-08
Attorney Name
Melissa S. Dillenbeck
Law Office Assigned Location Code
L10
Employee Name
PARADEWELAI, BENJI YUE
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
investment management and investing consulting services
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
6 - Active
Class Status Date
2007-08-16
Primary Code
036
First Use Anywhere Date
2007-09-00
First Use In Commerce Date
2007-09-00
Current Trademark Owners
Party Name
ENVESTNET, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
ENVESTNET, INC.
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Party Name
Envestnet Asset Management, Inc.
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Envestnet Asset Management, Inc.
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Envestnet Asset Management, Inc.
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Melissa S. Dillenbeck
Address
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Trademark Events
Event DateEvent Description
2007-08-16NEW APPLICATION ENTERED IN TRAM
2007-11-19ASSIGNED TO EXAMINER
2007-11-27NON-FINAL ACTION WRITTEN
2007-11-27NON-FINAL ACTION E-MAILED
2007-11-27NOTIFICATION OF NON-FINAL ACTION E-MAILED
2008-05-27TEAS RESPONSE TO OFFICE ACTION RECEIVED
2008-05-27CORRESPONDENCE RECEIVED IN LAW OFFICE
2008-05-27TEAS/EMAIL CORRESPONDENCE ENTERED
2008-05-29APPROVED FOR PUB - PRINCIPAL REGISTER
2008-05-29ASSIGNED TO LIE
2008-05-30LAW OFFICE PUBLICATION REVIEW COMPLETED
2008-06-18NOTICE OF PUBLICATION
2008-07-08PUBLISHED FOR OPPOSITION
2008-09-30NOA MAILED - SOU REQUIRED FROM APPLICANT
2009-03-11TEAS STATEMENT OF USE RECEIVED
2009-04-01CASE ASSIGNED TO INTENT TO USE PARALEGAL
2009-03-11USE AMENDMENT FILED
2009-04-01STATEMENT OF USE PROCESSING COMPLETE
2009-04-02SU - NON-FINAL ACTION - WRITTEN
2009-04-02NON-FINAL ACTION E-MAILED
2009-04-02NOTIFICATION OF NON-FINAL ACTION E-MAILED
2009-05-22TEAS RESPONSE TO OFFICE ACTION RECEIVED
2009-05-22CORRESPONDENCE RECEIVED IN LAW OFFICE
2009-05-22TEAS/EMAIL CORRESPONDENCE ENTERED
2009-05-27ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2009-06-12LAW OFFICE REGISTRATION REVIEW COMPLETED
2009-06-22TEAS CHANGE OF OWNER ADDRESS RECEIVED
2009-06-22APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2009-07-21REGISTERED-PRINCIPAL REGISTER
2015-06-12TEAS SECTION 8 & 15 RECEIVED
2015-07-06CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2015-07-06REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2015-07-06NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2017-05-03AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
2018-07-21COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2019-04-23TEAS SECTION 8 & 9 RECEIVED
2019-05-25CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2019-05-25REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2019-05-25REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2019-05-25NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED