Custom Portfolio Planning Trademark Details

Custom Portfolio Planning was registered on Tuesday, January 20, 1998 and is currently owned by Rbc Dain Rauscher Inc. under the registration number 2131444 . This mark is alive with a status of Registered and Renewed. The last case file activity for this mark occured 16 years ago on Friday, January 11, 2008, according to the United State Patent & Trademark Office
Word Mark Custom Portfolio Planning
Status Alive Registered 800 — Registered and Renewed

Current Owner

Rbc Dain Rauscher Inc. of Minneapolis, MN

View all trademarks for Rbc Dain Rauscher Inc.
Other Trademarks for Rbc Dain Rauscher Inc.

Previous Owners

Ifg Asset Management Services, Inc. of Minneapolis, MN

View all trademarks for Ifg Asset Management Services, Inc.
Other Trademarks for Ifg Asset Management Services, Inc.
Serial Number 75083640
Registration Number 2131444
Status Date Friday, January 11, 2008
Filing Date Friday, January 11, 2008
Registration Date Tuesday, January 20, 1998
Attorney Peter F. Weinberg

Correspondent

Peter F. Weinberg
Gibson, Dunn & Crutcher LLP
1801 California Street Suite 4200
Denver CO 80202

Case File Statements

Goods & Services Computer Software for Providing Financial Analysis and User Manuals Distributed Therewith, Namely Computer Software for Analyzing Investors' Characteristics Such as Risk Tolerance and Financial Goals and Objectives, and Formulating Matching Asset Allocation Analyses

Classifications

International Class Codes
009 — Class 9 consists mostly of instruments used for controlling vehicles (such as ships), scientific research, and all computer programs and software regardless of the recording media such as CD-ROMs, hard drives, downloads, etc.
U.S. Class Codes 021, 023, 026, 036, 038
Status 6 — Active
Status Date Thursday, May 16, 1996
First Use Anywhere Thursday, April 11, 1996
First Use In Commerce Thursday, April 11, 1996
Primary Code 009

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