OPTIMAL PORTFOLIO - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
77881701
Registration Number
3817760
Word Mark
OPTIMAL PORTFOLIO
Status
800 - Registered And Renewed
Status Date
2019-07-24
Filing Date
2009-11-28
Registration Number
3817760
Registration Date
2010-07-13
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2010-04-27
Law Office Assigned Location Code
L60
Employee Name
WELLS, CHRISTOPHER WIL
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
Cash management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities
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
2009-12-03
Primary Code
036
First Use Anywhere Date
2009-10-01
First Use In Commerce Date
2009-10-17
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Yu Oen
Address
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Trademark Events
Event Date | Event Description |
2009-12-02 | NEW APPLICATION ENTERED IN TRAM |
2009-12-03 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2010-03-03 | ASSIGNED TO EXAMINER |
2010-03-08 | NON-FINAL ACTION WRITTEN |
2010-03-08 | NON-FINAL ACTION E-MAILED |
2010-03-08 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
2010-03-08 | EXAMINERS AMENDMENT -WRITTEN |
2010-03-08 | EXAMINERS AMENDMENT E-MAILED |
2010-03-08 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2010-03-08 | EXAMINER'S AMENDMENT ENTERED |
2010-03-08 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2010-03-23 | ASSIGNED TO LIE |
2010-03-23 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2010-04-27 | PUBLISHED FOR OPPOSITION |
2010-04-27 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2010-07-13 | REGISTERED-PRINCIPAL REGISTER |
2015-07-13 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
2015-07-13 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2015-07-13 | TEAS SECTION 8 & 15 RECEIVED |
2015-08-10 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2015-08-10 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
2015-08-10 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
2019-07-13 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
2019-07-15 | TEAS SECTION 8 & 9 RECEIVED |
2019-07-15 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2019-07-17 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
2019-07-23 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
2019-07-23 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
2019-07-24 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
2019-07-24 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
2019-07-24 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |