CUSTOM PORTFOLIO PLANNING

Dead / Cancelled — Cancelled — Section 8 (as of 22 Oct 2021)

What this means for you

This registration has been cancelled; it no longer blocks anyone on its own. The name may be available, but check before relying on it — rights can also come from actual use, not only from the register.

Record

Serial number
75083645
Registration number
2133477
Mark type
Word mark
Filed
04 Apr 1996
Registered
27 Jan 1998
Next maintenance due
27 Jan 2008
Attorney of record
Peter F. Weinberg

Goods and services

  • Class 036 — Insurance and financial services: financial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset allocation analyses to match the characteristics

Owner

Prosecution history

  • 22 Oct 2021 — CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
  • 27 Jan 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 01 Jul 2011 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 11 Jan 2008 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 11 Jan 2008 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 10 Jan 2008 — ASSIGNED TO PARALEGAL
  • 08 Jan 2008 — TEAS SECTION 8 & 9 RECEIVED
  • 09 Apr 2007 — CASE FILE IN TICRS
  • 29 Aug 2005 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 29 Aug 2005 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Feb 2004 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
  • 19 Dec 2003 — REGISTERED - SEC. 8 (6-YR) FILED
  • 08 Nov 2002 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 27 Jan 1998 — REGISTERED-SUPPLEMENTAL REGISTER
  • 01 Dec 1997 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

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