EMPOWERED PORTFOLIOS
Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 15 Nov 2022)
What this means for you
Registered since 17 May 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86648887
- Registration number
- 4961548
- Mark type
- Stylized text
- Filed
- 02 Jun 2015
- Published for opposition
- 01 Dec 2015
- Registered
- 17 May 2016
- Attorney of record
- Robert C. Van Arnam
Goods and services
- Class 036 — Insurance and financial services: Investment management and financial services, namely, integrated private wealth management, goals-based portfolio management construction, risk factor allocation strategies and investment advisory services, primarily in the fields of stocks, bonds, options, exchange traded products (ETPs) and mutual funds, as provided to individuals, high net worth individuals, trusts, endowments, charitable organizations, and corporations. Investment consulting and financial research and advisory, namely, outsourced chief investment officer services with supporting macro and micro analysis, financial market interpretation, asset allocation and generalized financial advice not related to a specific account. Providing consultation and decision support regarding each of the four phases of private wealth management, namely, discover unique needs, circumstances, goals, and risk tolerances; plan and develop investment policy statements; implement customized, proactive and reactive portfolio management; supervise financial risk management, monitor and analyze value, performance and attribution of investments, evaluate suitability of asset allocation with new information such as risk tolerance, financial alternative plans and investment time frames; providing an interactive website featuring thought leadership blogs and interesting content to promote financial stewardship and provide resources to help build a smarter community of investors; providing a website featuring information in the fields of integrated private wealth management, portfolio management, and global financial markets; providing a website featuring supportive information-only, written, audio and video presentations in the fields of fiduciary practices for financial personnel; providing a website to engage with clients, prospective clients, community members, and regulators in order to communicate contact information, business practices, and regulatory filings; providing an interactive website to host client and advisor secure portals in order to retrieve password protected information related to investment accounts
Owner
- Empowered Portfolios, LLC, Raleigh, NC, US
- Empowered Portfolios, LLC, Raleigh, NC, US
- Empowered Portfolios, LLC, Raleigh, NC, US
Prosecution history
- 17 May 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 15 Nov 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
- 15 Nov 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
- 15 Nov 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 10 May 2022 — TEAS SECTION 8 & 15 RECEIVED
- 17 May 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 27 May 2016 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 May 2016 — REGISTERED-PRINCIPAL REGISTER
- 09 Apr 2016 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
- 08 Apr 2016 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
- 17 Mar 2016 — STATEMENT OF USE PROCESSING COMPLETE
- 09 Feb 2016 — USE AMENDMENT FILED
- 15 Mar 2016 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
- 09 Feb 2016 — TEAS STATEMENT OF USE RECEIVED
- 26 Jan 2016 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT