PORTFOLIO PROADVISOR

Live / Registered — Registered and renewed (as of 11 Sept 2017)

What this means for you

Registered since 15 Jul 2008. 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 15 Jul 2018).

Record

Serial number
78951219
Registration number
3469772
Mark type
Stylized text
Filed
14 Aug 2006
Published for opposition
11 Sept 2007
Registered
15 Jul 2008
Next maintenance due
15 Jul 2018
Attorney of record
Jennifer L. Whitelaw

Goods and services

  • Class 036 — Insurance and financial services: Depository services, namely, Individual Retirement Accounts, and Self Employed Qualified Retirement Plans; money market account services; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; trust services, namely investment and trust company services; fiduciary representative services and trust administration; financial analysis and consultation; financial clearing houses; financial services in the nature of an investment security; financial information in the nature of rates of exchange, financial exchange, financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; investment consultation; financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; investment advice; investment brokerage; investment clubs; capital investment consultation; investment management; maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; investment of trust funds for others; insurance brokerage, consultation, subrogation and actuarial services in the fields of life, health, accident, fire, marine, medical, pre-paid health care and legal services; investment and financial investment in the field of real estate and securities; and information services for all for the foregoing provided via a global computer network

Owner

Prosecution history

  • 06 Jun 2018 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 11 Sept 2017 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 11 Sept 2017 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 11 Sept 2017 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 11 Sept 2017 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 01 Aug 2017 — TEAS SECTION 8 & 9 RECEIVED
  • 15 Jul 2017 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 24 Aug 2013 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 24 Aug 2013 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 05 Aug 2013 — REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
  • 22 Aug 2013 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 05 Aug 2013 — TEAS SECTION 8 & 15 RECEIVED
  • 30 Nov 2012 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 30 Nov 2012 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Jul 2008 — REGISTERED-PRINCIPAL REGISTER

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