PORTFOLIO DIRECTOR

Live / Registered — Registered and renewed (as of 13 Nov 2025)

What this means for you

Registered since 15 Aug 1995. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 15 Aug 2025).

Record

Serial number
74467696
Registration number
1912745
Mark type
Word mark
Filed
09 Dec 1993
Published for opposition
23 Aug 1994
Registered
15 Aug 1995
Next maintenance due
15 Aug 2025
Attorney of record
Mark J. Liss

Goods and services

  • Class 036 — Insurance and financial services: underwriting of annuity plans

Owner

Prior registrations

Prosecution history

  • 13 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Nov 2025 — REGISTERED AND RENEWED (THIRD RENEWAL - 10 YRS)
  • 13 Nov 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 13 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 28 Jul 2025 — TEAS SECTION 8 & 9 RECEIVED
  • 22 Apr 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 22 Apr 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 22 Apr 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 22 Apr 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 22 Apr 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Apr 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 25 Feb 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Feb 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Feb 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Feb 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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