Portfolio Navigation Trademark Details

This mark is dead with a status of Abandoned-Failure to Respond or Late Response. The last case file activity for this mark occured 10 years ago on Tuesday, April 22, 2014, according to the United State Patent & Trademark Office
Word Mark Portfolio Navigation
Status Dead 602 — Abandoned-Failure to Respond or Late Response

Current Owner

Sortino Investment Advisors, LLC of Incline Village, NV

View all trademarks for Sortino Investment Advisors, LLC
Other Trademarks for Sortino Investment Advisors, LLC
Serial Number 85669418
Status Date Tuesday, April 22, 2014
Filing Date Tuesday, April 22, 2014

Correspondent

SORTINO INVESTMENT ADVISORS LLC
SORTINO INVESTMENT ADVISORS LLC
61 POLITZER DR
MENLO PARK, CA 94025-5541

Case File Statements

Disclaimer with Predetermined Text "Portfolio"
Goods & Services Financial investment services, namely, providing financial advice that employs the concept of navigation to the task of managing a portfolio of securities from what its value is at any given point in time to what its value needs to be at some time in the future (the destination), including periodically changing the asset allocation when the portfolio value increases or decreases enough to require a new heading called an internal rate of return to be calculated that will discount the desired destination value to the present value of the assets and investing the portfolio assets accordingly

Classifications

International Class Codes
036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes 100, 101, 102
Status 6 — Active
Status Date Thursday, July 12, 2012
First Use Anywhere Thursday, September 22, 2011
First Use In Commerce Thursday, September 22, 2011
Primary Code 036

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