PORTFOLIO OPTIMIZER - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
78241281
Registration Number
2830138
Word Mark
PORTFOLIO OPTIMIZER
Status
800 - Registered And Renewed
Status Date
2014-04-05
Filing Date
2003-04-23
Registration Number
2830138
Registration Date
2004-04-06
Mark Drawing
1000 - Typeset: Word(s)/letter(s)/number(s)
Typeset
Published for Opposition Date
2004-01-13
Attorney Name
Law Office Assigned Location Code
L20
Employee Name
SMIGA, HOWARD
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
Financial services, namely asset allocation analysis
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
2003-05-02
Primary Code
036
First Use Anywhere Date
1994-05-31
First Use In Commerce Date
1994-05-31
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Lisa Knight
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 2662731 |
Trademark Events
| Event Date | Event Description |
| 2003-08-18 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2003-09-11 | ASSIGNED TO EXAMINER |
| 2003-09-11 | NON-FINAL ACTION E-MAILED |
| 2003-10-09 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2003-10-09 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-11-20 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2003-12-24 | NOTICE OF PUBLICATION |
| 2004-01-13 | PUBLISHED FOR OPPOSITION |
| 2004-04-06 | REGISTERED-PRINCIPAL REGISTER |
| 2009-08-12 | TEAS SECTION 8 & 15 RECEIVED |
| 2009-08-17 | ASSIGNED TO PARALEGAL |
| 2009-08-28 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2010-11-09 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2010-11-09 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| 2014-04-03 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2014-04-03 | TEAS SECTION 8 & 9 RECEIVED |
| 2014-04-03 | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED |
| 2014-04-05 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 2014-04-05 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 2014-04-05 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 2019-09-17 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-06-24 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2021-06-24 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-06-24 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-06-24 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-06-24 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
