A MODEL PORTFOLIO FOR EVERY INVESTOR

Live / Registered — Registered — Sections 8 & 15 accepted and acknowledged (as of 26 Jun 2024)

What this means for you

Registered since 06 Mar 2018. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
87565990
Registration number
5417994
Mark type
Stylized text
Filed
11 Aug 2017
Published for opposition
19 Dec 2017
Registered
06 Mar 2018
Attorney of record
Maria Manotok

Goods and services

  • Class 036 — Insurance and financial services: Financial analysis and consultation; financial planning and investment advisory services; funds investment; Investment consultation; Investment management; investment of funds for others; mutual fund investment; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

Owner

Prior registrations

Prosecution history

  • 12 Feb 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 26 Jun 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 26 Jun 2024 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 26 Jun 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 15 Dec 2023 — TEAS SECTION 8 & 15 RECEIVED
  • 06 Mar 2023 — COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
  • 31 Jan 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 31 Jan 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 31 Jan 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 18 Sept 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 18 Sept 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 25 Oct 2018 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 25 Oct 2018 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 06 Mar 2018 — REGISTERED-PRINCIPAL REGISTER
  • 19 Dec 2017 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

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