EFFICIENT TAX PORTFOLIO OPTIMIZER - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
85913116
Registration Number
4629398
Word Mark
EFFICIENT TAX PORTFOLIO OPTIMIZER
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2021-02-13
Filing Date
2013-04-24
Registration Number
4629398
Registration Date
2014-10-28
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2013-12-03
Attorney Name
Law Office Assigned Location Code
M20
Employee Name
RINGLE, JAMES W
Statements
Disclaimer with Predetermined Text
"TAX PORTFOLIO OPTIMIZER"
Goods and Services
Financial investment analysis and stock research
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
2013-10-14
Primary Code
036
First Use Anywhere Date
2014-08-04
First Use In Commerce Date
2014-08-04
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Ann M. Bruner
Address
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Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 3464594 |
Trademark Events
| Event Date | Event Description |
| 2013-04-27 | NEW APPLICATION ENTERED IN TRAM |
| 2013-05-01 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2013-08-12 | ASSIGNED TO EXAMINER |
| 2013-08-19 | REMOVED FROM TEAS PLUS |
| 2013-08-19 | RESTORE TO TEAS PLUS |
| 2013-08-19 | REMOVED FROM TEAS PLUS |
| 2013-08-19 | NON-FINAL ACTION WRITTEN |
| 2013-08-19 | NON-FINAL ACTION E-MAILED |
| 2013-08-19 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2013-10-11 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2013-10-11 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2013-10-12 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2013-10-14 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2013-10-30 | ASSIGNED TO LIE |
| 2013-10-30 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2013-11-13 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2013-12-03 | PUBLISHED FOR OPPOSITION |
| 2013-12-03 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2014-01-28 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| 2014-08-27 | TEAS STATEMENT OF USE RECEIVED |
| 2014-08-27 | TEAS PETITION TO REVIVE RECEIVED |
| 2014-08-27 | PETITION TO REVIVE-GRANTED |
| 2014-08-27 | EXTENSION RECEIVED WITH TEAS PETITION |
| 2014-08-28 | NOTICE OF REVIVAL - E-MAILED |
| 2014-09-22 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| 2014-07-28 | EXTENSION 1 FILED |
| 2014-09-23 | EXTENSION 1 GRANTED |
| 2014-08-27 | USE AMENDMENT FILED |
| 2014-09-23 | STATEMENT OF USE PROCESSING COMPLETE |
| 2014-09-23 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2014-09-24 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| 2014-09-24 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| 2014-10-28 | REGISTERED-PRINCIPAL REGISTER |
| 2019-10-28 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2020-10-21 | TEAS SECTION 8 & 15 RECEIVED |
| 2021-02-02 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2021-02-13 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2021-02-13 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
