OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO - Trademark Details
Status: 710 - Cancelled - Section 8
Image for trademark with serial number 86242969
Serial Number
86242969
Registration Number
4666240
Word Mark
OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO
Status
710 - Cancelled - Section 8
Status Date
2021-08-13
Filing Date
2014-04-04
Registration Number
4666240
Registration Date
2015-01-06
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2014-10-21
Law Office Assigned Location Code
M10
Employee Name
CARLYLE, SHAUNIA P
Statements
Disclaimer with Predetermined Text
"DIVERSIFIED PORTFOLIO" AND "DIVERSIFIED TACTICAL PORTFOLIO"
Goods and Services
Preparation of reports relating to finance and investments
Goods and Services
Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information provided by electronic means in the field of investment portfolio management; Financial investment analysis and stock research; Financial investment in the field of portfolio management; Financial planning and investment advisory services; 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; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Securities trading and investing services for others via the internet
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
2 - Sec. 8 - Entire Registration
Class Status Date
2021-08-13
Primary Code
035
First Use Anywhere Date
2013-07-09
First Use In Commerce Date
2013-07-10
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
2 - Sec. 8 - Entire Registration
Class Status Date
2021-08-13
Primary Code
036
First Use Anywhere Date
2013-07-09
First Use In Commerce Date
2013-07-10
Correspondences
Name
SHORE, DANIEL, R.
Address
Please log in with your Justia account to see this address.
Trademark Events
Event DateEvent Description
2014-04-08NEW APPLICATION ENTERED IN TRAM
2014-04-17NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2014-07-11ASSIGNED TO EXAMINER
2014-07-15NON-FINAL ACTION WRITTEN
2014-07-15NON-FINAL ACTION E-MAILED
2014-07-15NOTIFICATION OF NON-FINAL ACTION E-MAILED
2014-08-08TEAS RESPONSE TO OFFICE ACTION RECEIVED
2014-08-08CORRESPONDENCE RECEIVED IN LAW OFFICE
2014-08-09TEAS/EMAIL CORRESPONDENCE ENTERED
2014-09-01APPROVED FOR PUB - PRINCIPAL REGISTER
2014-09-12ASSIGNED TO LIE
2014-09-16LAW OFFICE PUBLICATION REVIEW COMPLETED
2014-10-01NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2014-10-21PUBLISHED FOR OPPOSITION
2014-10-21OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2015-01-06REGISTERED-PRINCIPAL REGISTER
2020-01-06COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2021-08-13CANCELLED SEC. 8 (6-YR)