PORTFOLIO WATERFALL - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97336023
Word Mark
PORTFOLIO WATERFALL
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-04-01
Filing Date
2022-03-29
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Statements
Goods and Services
Financial portfolio analysis services; Financial portfolio management; Financial management in the field of financial services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios of transferable securities; Management of portfolios comprising securities; Management of securities portfolios
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
2022-04-01
Primary Code
036
First Use Anywhere Date
2020-08-01
First Use In Commerce Date
2020-08-01
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
SAM BAUE
Address
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Trademark Events
| Event Date | Event Description |
| 2022-04-01 | NEW APPLICATION ENTERED IN TRAM |
