Portfolio Proadvisor Trademark Details
Word Mark | Portfolio Proadvisor |
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Status | Alive Registered 702 — Section 8 & 15-Accepted and Acknowledged |
Serial Number | 78951219 |
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Registration Number | 3469772 |
Status Date | Saturday, August 24, 2013 |
Filing Date | Saturday, August 24, 2013 |
Registration Date | Tuesday, July 15, 2008 |
Attorney | Jennifer L. Whitelaw |
Correspondent
Jennifer L. Whitelaw
WHITELAW LEGAL GROUP
3838 TAMIAMI TRAIL NORTH, SUITE 310
NAPLES FL 34103
WHITELAW LEGAL GROUP
3838 TAMIAMI TRAIL NORTH, SUITE 310
NAPLES FL 34103
Case File Statements
Indication of Colors | Color is not claimed as a feature of the mark. |
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Disclaimer with Predetermined Text | "Portfolio" |
Goods & Services | Depository services, namely, Individual Retirement Accounts, and Self Employed Qualified Retirement Plans; money market account services; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; trust services, namely investment and trust company services; fiduciary representative services and trust administration; financial analysis and consultation; financial clearing houses; financial services in the nature of an investment security; financial information in the nature of rates of exchange, financial exchange, financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; investment consultation; financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; investment advice; investment brokerage; investment clubs; capital investment consultation; investment management; maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; investment of trust funds for others; insurance brokerage, consultation, subrogation and actuarial services in the fields of life, health, accident, fire, marine, medical, pre-paid health care and legal services; investment and financial investment in the field of real estate and securities; and information services for all for the foregoing provided via a global computer network |
Pseudo Mark | Portfolio Pro Advisor |
Classifications
International Class Codes |
036
|
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U.S. Class Codes | 100, 101, 102 |
Status | 6 — Active |
Status Date | Friday, August 18, 2006 |
First Use Anywhere | Friday, January 12, 2007 |
First Use In Commerce | Friday, January 12, 2007 |
Primary Code | 036 |
Trademark Timeline
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Aug 14 2006Trademark application filed with USPTO
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Aug 18 2006New Application Entered In Tram
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Aug 19 2006Notice of Pseudo Mark Mailed
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Jan 09 2007Non-Final Action E-Mailed
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Jan 09 2007Non-Final Action Written
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Jan 09 2007Assigned To Examiner
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Jan 12 2007First use anywhere for the mark
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Jan 12 2007First use in commerce for the mark
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Jul 09 2007Teas Response To Office Action Received
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Jul 26 2007Teas/email Correspondence Entered
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Jul 26 2007Correspondence Received In Law Office
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Jul 26 2007Assigned To Lie
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Aug 06 2007Approved For Pub - Principal Register
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Aug 06 2007Examiner's Amendment Entered
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Aug 06 2007Notification of Examiners Amendment E-Mailed
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Aug 06 2007Examiners Amendment E-Mailed
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Aug 06 2007Examiners Amendment -Written
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Aug 07 2007Law Office Publication Review Completed
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Aug 22 2007Notice of Publication
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Sep 11 2007Published For Opposition
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Dec 04 2007Noa Mailed - Sou Required From Applicant
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May 27 2008Use Amendment Filed
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May 27 2008Teas Statement of Use Received
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Jun 06 2008Statement of Use Processing Complete
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Jun 09 2008Law Office Registration Review Completed
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Jun 09 2008Allowed Principal Register - Sou Accepted
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Jul 15 2008Registered-Principal Register
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Jul 15 2008Trademark officially registered with the USPTO
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Nov 30 2012Applicant/correspondence Changes (non-Responsive) Entered
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Nov 30 2012Teas Change of Owner Address Received
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Aug 05 2013Registered - Sec. 8 (6-Yr) & Sec. 15 Filed
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Aug 05 2013Teas Section 8 & 15 Received
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Aug 22 2013Case Assigned To Post Registration Paralegal
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Aug 24 2013Notice of Acceptance of Sec. 8 & 15 - E-Mailed
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Aug 24 2013Registered - Sec. 8 (6-Yr) Accepted & Sec. 15 Ack.