PORTFOLIO EFFICIENCY ANALYSIS - Trademark Details
Status: 602 - Abandoned-Failure To Respond Or Late Response
Serial Number
86082136
Word Mark
PORTFOLIO EFFICIENCY ANALYSIS
Status
602 - Abandoned-Failure To Respond Or Late Response
Status Date
2015-10-26
Filing Date
2013-10-03
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
L40
Employee Name
CROMER, ZACHARY
Statements
Goods and Services
Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that analyzes an investor's current portfolio of securities and compares it to a financial advisor's proposed line-up of securities, including asset diversification, internal costs and historical performance for business or commercial purposes
Goods and Services
Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Goods and Services
INTEGRATED TRAINING SERVICES FOR FINANCIAL PROFESSIONALS; CONDUCTING TRAINING SEMINARS AND WORKSHOPS IN THE FIELD OF FINANCIAL INVESTMENT FOR FINANCIAL ADVISORS; AND RELATED SERVICES
Classification Information
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2014-07-24
Primary Code
035
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
2013-10-10
Primary Code
036
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
PHILIP J. FORET
Address
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Trademark Events
| Event Date | Event Description |
| 2013-10-07 | NEW APPLICATION ENTERED IN TRAM |
| 2013-10-10 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2014-01-16 | ASSIGNED TO EXAMINER |
| 2014-01-23 | NON-FINAL ACTION WRITTEN |
| 2014-01-24 | NON-FINAL ACTION MAILED |
| 2014-07-24 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2014-07-24 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2014-07-24 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2014-08-13 | FINAL REFUSAL WRITTEN |
| 2014-08-14 | FINAL REFUSAL MAILED |
| 2015-02-17 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2015-02-17 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2015-02-17 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2015-03-20 | NON-FINAL ACTION WRITTEN |
| 2015-03-20 | NON-FINAL ACTION MAILED |
