PORTFOLIO REHABILITATION

Live / Registered — Registered and renewed (as of 17 Nov 2016)

What this means for you

Registered since 05 Sept 2006. 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 05 Sept 2016).

Record

Serial number
78716421
Registration number
3138804
Mark type
Stylized text
Filed
20 Sept 2005
Published for opposition
13 Jun 2006
Registered
05 Sept 2006
Next maintenance due
05 Sept 2016
Attorney of record
Jay R Hamilton

Goods and services

  • Class 036 — Insurance and financial services: Client-centric financial planning and consultation services for choosing a strategic combination of fixed income and equity investments to establish a core investment portfolio based upon fundamental long-term financial relationships in order to position the client's financial portfolio for long-term growth and reduced volatility

Owner

Prosecution history

  • 05 Sept 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 07 Nov 2019 — REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED
  • 22 Oct 2019 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 27 Oct 2017 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 17 Nov 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 17 Nov 2016 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 17 Nov 2016 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 17 Nov 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 06 Sept 2016 — TEAS SECTION 8 & 9 RECEIVED
  • 05 Sept 2015 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 03 May 2013 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 24 Jan 2012 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 28 Sept 2011 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 28 Sept 2011 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 28 Sept 2011 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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