OPTIMAL PORTFOLIO
Live / Registered — Registered and renewed (as of 24 Jul 2019)
What this means for you
Registered since 13 Jul 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 Jul 2020).
Record
- Serial number
- 77881701
- Registration number
- 3817760
- Mark type
- Stylized text
- Filed
- 28 Nov 2009
- Published for opposition
- 27 Apr 2010
- Registered
- 13 Jul 2010
- Next maintenance due
- 13 Jul 2020
Goods and services
- Class 036 — Insurance and financial services: Cash management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities
Owner
- Optimal Portfolio LLC, Princeton Junction, NJ, US
- Optimal Portfolio LLC, Princeton Junction, NJ, US
- Optimal Portfolio LLC, Princeton Junction, NJ, US
Prosecution history
- 24 Jul 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 24 Jul 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
- 24 Jul 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 23 Jul 2019 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
- 23 Jul 2019 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
- 17 Jul 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 15 Jul 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 15 Jul 2019 — TEAS SECTION 8 & 9 RECEIVED
- 13 Jul 2019 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 10 Aug 2015 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 10 Aug 2015 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 10 Aug 2015 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 13 Jul 2015 — TEAS SECTION 8 & 15 RECEIVED
- 13 Jul 2015 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 13 Jul 2015 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED