PORTFOLIO SOLUTIONS

Live / Registered — Registered and renewed (as of 11 Jun 2020)

What this means for you

Registered since 13 Apr 2010. 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 13 Apr 2020).

Record

Serial number
77482482
Registration number
3773946
Mark type
Stylized text
Filed
23 May 2008
Published for opposition
21 Apr 2009
Registered
13 Apr 2010
Next maintenance due
13 Apr 2020
Attorney of record
Craig M. Scott

Goods and services

  • Class 036 — Insurance and financial services: Investment management, fund investment, and portfolio management, all provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via the internet, global networks, telephone, facsimile, in person, e-mail or other means

Owner

Prosecution history

  • 11 Jun 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 11 Jun 2020 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 11 Jun 2020 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 11 Jun 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 27 Mar 2020 — TEAS SECTION 8 & 9 RECEIVED
  • 13 Apr 2019 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 28 Aug 2015 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 28 Aug 2015 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 01 May 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 01 May 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 01 May 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 20 Apr 2015 — TEAS SECTION 8 & 15 RECEIVED
  • 17 Jan 2013 — NOTICE OF SUIT
  • 05 Nov 2010 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 05 Nov 2010 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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