PORTFOLION - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 77515187
Serial Number
77515187
Registration Number
3781929
Word Mark
PORTFOLION
Status
800 - Registered And Renewed
Status Date
2020-10-27
Filing Date
2008-07-05
Registration Number
3781929
Registration Date
2010-04-27
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2008-12-02
Law Office Assigned Location Code
M60
Employee Name
COWARD, KATHRYN E
Statements
Goods and Services
Administration of employee welfare benefit plans; Financial administration of retirement plans; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; On-line financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
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
2008-07-09
Primary Code
036
First Use Anywhere Date
2001-05-15
First Use In Commerce Date
2008-07-01
Current Trademark Owners
Party Name
Lear, James Allyn
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Trademark Owner History
Party Name
Lear, James Allyn
Party Type
30 - Original Registrant
Legal Entity Type
01 - Individual
Address
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Party Name
Lear, James Allyn
Party Type
20 - Owner at Publication
Legal Entity Type
01 - Individual
Address
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Party Name
Lear, James Allyn
Party Type
10 - Original Applicant
Legal Entity Type
01 - Individual
Address
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Correspondences
Name
Lear, James Allyn
Address
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Trademark Events
Event DateEvent Description
2008-07-09NEW APPLICATION ENTERED IN TRAM
2008-10-10ASSIGNED TO EXAMINER
2008-10-20APPROVED FOR PUB - PRINCIPAL REGISTER
2008-10-29ASSIGNED TO LIE
2008-10-29LAW OFFICE PUBLICATION REVIEW COMPLETED
2008-11-12NOTICE OF PUBLICATION
2008-12-02PUBLISHED FOR OPPOSITION
2009-02-24NOA MAILED - SOU REQUIRED FROM APPLICANT
2009-08-24TEAS CHANGE OF CORRESPONDENCE RECEIVED
2009-08-24TEAS EXTENSION RECEIVED
2009-09-16CASE ASSIGNED TO INTENT TO USE PARALEGAL
2009-08-24EXTENSION 1 FILED
2009-09-17EXTENSION 1 GRANTED
2010-02-24TEAS STATEMENT OF USE RECEIVED
2010-02-24TEAS EXTENSION RECEIVED
2010-02-24EXTENSION 2 FILED
2010-02-25EXTENSION 2 GRANTED
2010-02-24USE AMENDMENT FILED
2010-02-25STATEMENT OF USE PROCESSING COMPLETE
2010-03-20ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2010-03-22LAW OFFICE REGISTRATION REVIEW COMPLETED
2010-03-23NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2010-04-27REGISTERED-PRINCIPAL REGISTER
2011-05-13TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-04-27COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2015-05-01TEAS SECTION 8 & 15 RECEIVED
2015-05-01TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-05-01TEAS CHANGE OF OWNER ADDRESS RECEIVED
2015-05-01APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2015-05-13TEAS CHANGE OF CORRESPONDENCE RECEIVED
2015-05-14CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2015-05-15REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2015-05-15NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2019-04-27COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2020-08-16TEAS SECTION 8 & 9 RECEIVED
2020-09-28CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2020-09-28POST REGISTRATION ACTION MAILED - SEC. 8 & 9
2020-10-26TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
2020-10-27REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2020-10-27REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2020-10-27NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED