PERFECTING THE PORTFOLIO

Live / Registered — Registered and renewed (as of 25 May 2019)

What this means for you

Registered since 21 Jul 2009. 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 21 Jul 2019).

Record

Serial number
77253958
Registration number
3658704
Mark type
Stylized text
Filed
13 Aug 2007
Published for opposition
08 Jul 2008
Registered
21 Jul 2009
Next maintenance due
21 Jul 2019
Attorney of record
Melissa S. Dillenbeck

Goods and services

  • Class 036 — Insurance and financial services: investment management and investing consulting services

Owner

Prosecution history

  • 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 25 May 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 25 May 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 25 May 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 25 May 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Apr 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 21 Jul 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 03 May 2017 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 06 Jul 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 06 Jul 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 06 Jul 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Jun 2015 — TEAS SECTION 8 & 15 RECEIVED
  • 21 Jul 2009 — REGISTERED-PRINCIPAL REGISTER
  • 22 Jun 2009 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 22 Jun 2009 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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