PORTFOLIO PROADVISOR - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
78951219
Registration Number
3469772
Word Mark
PORTFOLIO PROADVISOR
Status
800 - Registered And Renewed
Status Date
2017-09-11
Filing Date
2006-08-14
Registration Number
3469772
Registration Date
2008-07-15
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2007-09-11
Attorney Name
Law Office Assigned Location Code
L30
Employee Name
GILBERT, REBECCA L
Statements
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
Depository services, namely, Individual Retirement Accounts, and Self Employed Qualified Retirement Plans; money market account services; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; trust services, namely investment and trust company services; fiduciary representative services and trust administration; financial analysis and consultation; financial clearing houses; financial services in the nature of an investment security; financial information in the nature of rates of exchange, financial exchange, financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; investment consultation; financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; investment advice; investment brokerage; investment clubs; capital investment consultation; investment management; maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; investment of trust funds for others; insurance brokerage, consultation, subrogation and actuarial services in the fields of life, health, accident, fire, marine, medical, pre-paid health care and legal services; investment and financial investment in the field of real estate and securities; and information services for all for the foregoing provided via a global computer network
Pseudo Mark
PORTFOLIO PRO ADVISOR
Pseudo Mark
PORTFOLIO PRO ADVISOR
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
2006-08-18
Primary Code
036
First Use Anywhere Date
2007-01-12
First Use In Commerce Date
2007-01-12
Current Trademark Owners
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
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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
Jennifer L. Whitelaw
Address
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Trademark Events
Event Date | Event Description |
2006-08-18 | NEW APPLICATION ENTERED IN TRAM |
2006-08-19 | NOTICE OF PSEUDO MARK MAILED |
2007-01-09 | ASSIGNED TO EXAMINER |
2007-01-09 | NON-FINAL ACTION WRITTEN |
2007-01-09 | NON-FINAL ACTION E-MAILED |
2007-07-09 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
2007-07-26 | ASSIGNED TO LIE |
2007-07-26 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
2007-07-26 | TEAS/EMAIL CORRESPONDENCE ENTERED |
2007-08-06 | EXAMINERS AMENDMENT -WRITTEN |
2007-08-06 | EXAMINERS AMENDMENT E-MAILED |
2007-08-06 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2007-08-06 | EXAMINER'S AMENDMENT ENTERED |
2007-08-06 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2007-08-07 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2007-08-22 | NOTICE OF PUBLICATION |
2007-09-11 | PUBLISHED FOR OPPOSITION |
2007-12-04 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
2008-05-27 | TEAS STATEMENT OF USE RECEIVED |
2008-05-27 | USE AMENDMENT FILED |
2008-06-06 | STATEMENT OF USE PROCESSING COMPLETE |
2008-06-09 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2008-06-09 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
2008-07-15 | REGISTERED-PRINCIPAL REGISTER |
2012-11-30 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
2012-11-30 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
2013-08-05 | TEAS SECTION 8 & 15 RECEIVED |
2013-08-22 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2013-08-05 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
2013-08-24 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
2013-08-24 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
2017-07-15 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
2017-08-01 | TEAS SECTION 8 & 9 RECEIVED |
2017-09-11 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2017-09-11 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
2017-09-11 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
2017-09-11 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
2018-06-06 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |