PORTFOLIO SOLUTIONS

Live / Registered — Registered and renewed (as of 10 Nov 2023)

What this means for you

Registered since 28 May 2013. 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 28 May 2023).

Record

Serial number
85737899
Registration number
4342073
Mark type
Design + words
Filed
25 Sept 2012
Published for opposition
12 Mar 2013
Registered
28 May 2013
Next maintenance due
28 May 2023
Attorney of record
Michael B. Hurd

Goods and services

  • Class 036 — Insurance and financial services: Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management 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 various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail

Owner

Prior registrations

Prosecution history

  • 11 Nov 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 10 Nov 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 10 Nov 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 10 Nov 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 09 Aug 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 21 Jun 2023 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
  • 24 May 2023 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 16 May 2023 — TEAS SECTION 8 & 9 RECEIVED
  • 28 May 2022 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 09 Jun 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 09 Jun 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 09 Jun 2018 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 May 2018 — TEAS SECTION 8 & 15 RECEIVED
  • 28 May 2018 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 22 May 2015 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

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