ACTIVEPLUS PORTFOLIOS

Live / Registered — Registered — partial Sections 8 & 15 accepted and acknowledged (as of 16 Oct 2025)

What this means for you

Registered since 02 Jul 2019. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87516818
Registration number
5791278
Mark type
Stylized text
Filed
05 Jul 2017
Published for opposition
16 Apr 2019
Registered
02 Jul 2019
Attorney of record
Lynn M. Jordan

Goods and services

  • Class 009 — Scientific and electric apparatus: [ Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; ] Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs
  • Class 016 — Paper goods and printed matter: [ Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs ]
  • Class 036 — Insurance and financial services: Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts [ ; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving ]

Owner

Prosecution history

  • 16 Oct 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Oct 2025 — REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Oct 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 12 Jun 2025 — TEAS SECTION 8 & 15 RECEIVED
  • 15 Oct 2024 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Oct 2024 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Oct 2024 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Oct 2024 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Oct 2024 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 02 Jul 2024 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 25 Apr 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 25 Apr 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 25 Apr 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Apr 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Apr 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED

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