LIFESTAGE PORTFOLIOS

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 13 Nov 2025)

What this means for you

Registered since 23 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87173623
Registration number
5809776
Mark type
Stylized text
Filed
16 Sept 2016
Published for opposition
23 Jan 2018
Registered
23 Jul 2019
Attorney of record
Jonathan A. Winter

Goods and services

  • Class 036 — Insurance and financial services: Financial asset management; financial investment services in the nature of financial asset management in the field of turnkey asset management; financial investment services, namely, financial investment brokerage, financial investment analysis, investment management; financial advisory services; financial and administrative services, namely, financial consultation, financial analysis, financial trust administration; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal or credit or debit card over a global data network; financial planning, advisory, and management services; financial portfolio analysis services; financial portfolio management; asset management, namely, cash management, investment management, financial risk management, capital investment consulting, and related services, namely, financial consultancy, excluding all of the above services used in connection with pension, retirement, and other employee benefit plan accounts for clergy and employees of churches and other church-related entities, and the beneficiaries of those individuals

Owner

Prosecution history

  • 13 Nov 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 13 Nov 2025 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 13 Nov 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 23 Jul 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 23 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 18 Apr 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 18 Apr 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Apr 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Dec 2023 — TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
  • 15 Dec 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Dec 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Dec 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Dec 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Dec 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 23 Jul 2019 — REGISTERED-PRINCIPAL REGISTER

View this trademark record on Marksy