DISCIPLINED PORTFOLIO ADVISOR - Trademark Details
Status: 800 - Registered And Renewed
Image for trademark with serial number 78958734
Serial Number
78958734
Registration Number
3248763
Word Mark
DISCIPLINED PORTFOLIO ADVISOR
Status
800 - Registered And Renewed
Status Date
2016-08-20
Filing Date
2006-08-23
Registration Number
3248763
Registration Date
2007-05-29
Mark Drawing
4000 - Standard character mark Typeset
Attorney Name
Edward C. Meagher
Law Office Assigned Location Code
L20
Employee Name
SAITO, KIM
Statements
Disclaimer with Predetermined Text
"PORTFOLIO ADVISOR"
Goods and Services
Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
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
2006-08-28
Primary Code
036
First Use Anywhere Date
2006-07-22
First Use In Commerce Date
2006-07-22
Current Trademark Owners
Party Name
DiMeo Schneider & Associates, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
DiMeo Schneider & Associates, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
DiMeo Schneider & Associates, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Edward C. Meagher
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2006-08-28NEW APPLICATION ENTERED IN TRAM
2007-01-18ASSIGNED TO EXAMINER
2007-01-31NON-FINAL ACTION WRITTEN
2007-01-31NON-FINAL ACTION E-MAILED
2007-03-14TEAS RESPONSE TO OFFICE ACTION RECEIVED
2007-03-14CORRESPONDENCE RECEIVED IN LAW OFFICE
2007-03-15TEAS/EMAIL CORRESPONDENCE ENTERED
2007-03-19APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
2007-04-09ASSIGNED TO LIE
2007-04-10LAW OFFICE PUBLICATION REVIEW COMPLETED
2007-05-29REGISTERED-SUPPLEMENTAL REGISTER
2009-10-02TEAS CHANGE OF CORRESPONDENCE RECEIVED
2012-06-02TEAS SECTION 8 RECEIVED
2012-06-16CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2012-06-16REGISTERED - SEC. 8 (6-YR) ACCEPTED
2012-06-16NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
2014-01-24TEAS CHANGE OF OWNER ADDRESS RECEIVED
2014-01-24APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2016-05-29COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2016-05-29TEAS SECTION 8 & 9 RECEIVED
2016-08-20CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2016-08-20REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
2016-08-20REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
2016-08-20NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
2020-11-16TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-11-16TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-11-16ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-11-16TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-11-16APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED