THE PORTFOLIO STRATEGY GROUP
Live / Registered — Registered — Section 8 accepted (as of 23 Apr 2022)
What this means for you
Registered since 25 Oct 2016. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 86780338
- Registration number
- 5070319
- Mark type
- Stylized text
- Filed
- 07 Oct 2015
- Registered
- 25 Oct 2016
- Attorney of record
- Briana R. Falcon
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment advisory services and wealth management
Owner
- The Portfolio Strategy Group, LLC, New York, NY, US
- The Portfolio Strategy Group, LLC, White Plains, NY, US
Prosecution history
- 26 Oct 2025 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 02 Oct 2025 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
- 02 Oct 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 02 Oct 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 02 Oct 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 02 Oct 2025 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 02 Oct 2025 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 02 Oct 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 24 Apr 2022 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 23 Apr 2022 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 23 Apr 2022 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 02 Nov 2021 — TEAS SECTION 8 RECEIVED
- 25 Oct 2021 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 08 Aug 2018 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 19 Jul 2017 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY