PORTLAND TRUST COMPANY
Live / Registered — Registered — Section 8 accepted (as of 08 Feb 2024)
What this means for you
Registered since 12 Dec 2017. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 87475654
- Registration number
- 5356875
- Mark type
- Stylized text
- Filed
- 05 Jun 2017
- Registered
- 12 Dec 2017
- Attorney of record
- Jeffrey Joyce
Goods and services
- Class 036 — Insurance and financial services: Banking consultation; [ Equity capital investment; ] Estate planning; Estate trust management; Estate trust planning; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory; Financial and investment services, namely, management and brokerage in the fields of stocks,; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, and investment consultation; Financial services, namely, investment fund transfer and transaction services; Financial trust planning; Financial investment analysis and stock research; [ Financial investment brokerage services; ] Financial investment in the field of real estate and securities; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement and estate planning; Financial trust administration; [ Financial trust operations; ] Fund investment consultation; Funds investment; Investment advice; Investment advisory services; [ Investment banking services; Investment brokerage; ] Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; [ Management of a capital investment fund; ] Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual fund planning services; [ Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate investment services; Transfer agency services rendered to issuers of investment securities; ] Trust management accounts; Trust services, namely, investment and trust company services
Owner
- Portland Trust Company, LLC, Portland, ME, US
- Portland Trust Company, LLC, Portland, ME, US
Prosecution history
- 31 Jan 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 31 Jan 2025 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 31 Jan 2025 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 08 Feb 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
- 08 Feb 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED
- 07 Feb 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 06 Dec 2023 — TEAS SECTION 8 RECEIVED
- 12 Dec 2022 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
- 03 May 2019 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 17 Dec 2018 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 12 Dec 2017 — REGISTERED-SUPPLEMENTAL REGISTER
- 08 Nov 2017 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 01 Nov 2017 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 28 Oct 2017 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 28 Oct 2017 — CORRESPONDENCE RECEIVED IN LAW OFFICE