PORTFOLIO SOLUTIONS - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Serial Number
85737899
Registration Number
4342073
Word Mark
PORTFOLIO SOLUTIONS
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2018-06-09
Filing Date
2012-09-25
Registration Number
4342073
Registration Date
2013-05-28
Mark Drawing
3000 - Illustration: Drawing or design which also includes word(s)/ letter(s)/number(s)
Typeset
Design Searches
260121, 260131 - Circles that are totally or partially shaded. Five or more circles.
Published for Opposition Date
2013-03-12
Attorney Name
Law Office Assigned Location Code
M50
Employee Name
NEVILLE, JAMES B
Statements
In Another Form Statement
The mark was first used anywhere in a different form other than that sought to be registered at least as early as 07/00/1999
In Another Form Statement
The mark was first used in commerce in a different form other than that sought to be registered at least as early as 07/00/1999
Indication of Colors claimed
Color is not claimed as a feature of the mark.
Disclaimer with Predetermined Text
"PORTFOLIO"
Description of Mark
The mark consists of the words "PORTFOLIO SOLUTIONS" preceded by a trapezoid comprised of 16 dots; 8 of such dots are shaded to form the shape of an arrow.
Goods and Services
Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail
Section 2(f) Limitation Statement
As to "SOLUTIONS"
Classification Information
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2012-09-28
Primary Code
036
First Use Anywhere Date
2011-12-06
First Use In Commerce Date
2011-12-06
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Craig M. Scott
Address
Please log in with your Justia account to see this address.
Prior Registrations
| Relationship Type | Reel Number |
| Prior Registration | 3773946 |
Trademark Events
| Event Date | Event Description |
| 2012-09-28 | NEW APPLICATION ENTERED IN TRAM |
| 2012-09-28 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2012-09-29 | NOTICE OF DESIGN SEARCH CODE MAILED |
| 2013-01-23 | ASSIGNED TO EXAMINER |
| 2013-02-01 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2013-02-20 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| 2013-03-12 | PUBLISHED FOR OPPOSITION |
| 2013-03-12 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| 2013-05-28 | REGISTERED-PRINCIPAL REGISTER |
| 2015-05-22 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2015-05-22 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2018-05-28 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| 2018-05-29 | TEAS SECTION 8 & 15 RECEIVED |
| 2018-06-09 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2018-06-09 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2018-06-09 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
