THE BEHAVIORAL PORTFOLIO

Live / Registered — Registered (as of 28 May 2024)

What this means for you

Registered since 28 May 2024. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
90561972
Registration number
7402373
Mark type
Design + words
Filed
05 Mar 2021
Published for opposition
08 Feb 2022
Registered
28 May 2024
Attorney of record
Allison Z. Gifford

Goods and services

  • Class 036 — Insurance and financial services: Financial portfolio management, construction, analysis, and advisory services; investment advisory services; financial investment analysis and investment research services; investment of funds; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; monitoring financial markets for investment purposes; providing information, commentary, and advice in the field of finance and financial investments; mutual fund investment and advisory services; management of exchange-traded funds
  • Class 041 — Education and entertainment services: Educational services, namely, conducting seminars and webinars for financial and investment advisors in the field of financial and investment management and advising; business training and coaching services for financial and investment advisors in the field of financial and investment management and advising

Owner

Prosecution history

  • 28 May 2024 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 28 May 2024 — REGISTERED-PRINCIPAL REGISTER
  • 25 Apr 2024 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 25 Apr 2024 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 06 Apr 2024 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 05 Apr 2024 — STATEMENT OF USE PROCESSING COMPLETE
  • 13 Mar 2024 — USE AMENDMENT FILED
  • 05 Apr 2024 — SOU EXTENSION 4 GRANTED
  • 13 Mar 2024 — SOU EXTENSION 4 FILED
  • 03 Apr 2024 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 13 Mar 2024 — TEAS STATEMENT OF USE RECEIVED
  • 13 Mar 2024 — SOU TEAS EXTENSION RECEIVED
  • 07 Oct 2023 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 05 Oct 2023 — SOU EXTENSION 3 GRANTED
  • 05 Oct 2023 — SOU EXTENSION 3 FILED

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