PORTFOLION
Live / Registered — Registered and renewed (as of 27 Oct 2020)
What this means for you
Registered since 27 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 27 Apr 2020).
Record
- Serial number
- 77515187
- Registration number
- 3781929
- Mark type
- Stylized text
- Filed
- 05 Jul 2008
- Published for opposition
- 02 Dec 2008
- Registered
- 27 Apr 2010
- Next maintenance due
- 27 Apr 2020
Goods and services
- Class 036 — Insurance and financial services: Administration of employee welfare benefit plans; Financial administration of retirement plans; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; On-line financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Owner
- Lear, James Allyn, Austin, TX, US
- Lear, James Allyn, Austin, TX, US
- Lear, James Allyn, Austin, TX, US
Prosecution history
- 27 Oct 2020 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 27 Oct 2020 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 27 Oct 2020 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 26 Oct 2020 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 28 Sept 2020 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
- 28 Sept 2020 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 16 Aug 2020 — TEAS SECTION 8 & 9 RECEIVED
- 27 Apr 2019 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 15 May 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 15 May 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 14 May 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 13 May 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 01 May 2015 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 01 May 2015 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 01 May 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED