EMPOWERED PORTFOLIOS - Trademark Details
Status: 700 - Registered
Serial Number
86648887
Registration Number
4961548
Word Mark
EMPOWERED PORTFOLIOS
Status
700 - Registered
Status Date
2016-05-17
Filing Date
2015-06-02
Registration Number
4961548
Registration Date
2016-05-17
Mark Drawing
4000 - Standard character mark
Typeset
Published for Opposition Date
2015-12-01
Attorney Name
Law Office Assigned Location Code
L10
Employee Name
FAHRENKOPF, PAUL E
Statements
Disclaimer with Predetermined Text
"PORTFOLIOS"
Goods and Services
Investment management and financial services, namely, integrated private wealth management, goals-based portfolio management construction, risk factor allocation strategies and investment advisory services, primarily in the fields of stocks, bonds, options, exchange traded products (ETPs) and mutual funds, as provided to individuals, high net worth individuals, trusts, endowments, charitable organizations, and corporations. Investment consulting and financial research and advisory, namely, outsourced chief investment officer services with supporting macro and micro analysis, financial market interpretation, asset allocation and generalized financial advice not related to a specific account. Providing consultation and decision support regarding each of the four phases of private wealth management, namely, discover unique needs, circumstances, goals, and risk tolerances; plan and develop investment policy statements; implement customized, proactive and reactive portfolio management; supervise financial risk management, monitor and analyze value, performance and attribution of investments, evaluate suitability of asset allocation with new information such as risk tolerance, financial alternative plans and investment time frames; providing an interactive website featuring thought leadership blogs and interesting content to promote financial stewardship and provide resources to help build a smarter community of investors; providing a website featuring information in the fields of integrated private wealth management, portfolio management, and global financial markets; providing a website featuring supportive information-only, written, audio and video presentations in the fields of fiduciary practices for financial personnel; providing a website to engage with clients, prospective clients, community members, and regulators in order to communicate contact information, business practices, and regulatory filings; providing an interactive website to host client and advisor secure portals in order to retrieve password protected information related to investment accounts
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
2015-06-08
Primary Code
036
First Use Anywhere Date
2015-06-29
First Use In Commerce Date
2015-06-29
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
Robert C. Van Arnam
Address
Please log in with your Justia account to see this address.
Trademark Events
Event Date | Event Description |
2015-06-05 | NEW APPLICATION ENTERED IN TRAM |
2015-06-08 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
2015-09-14 | ASSIGNED TO EXAMINER |
2015-09-22 | EXAMINERS AMENDMENT -WRITTEN |
2015-09-22 | EXAMINERS AMENDMENT E-MAILED |
2015-09-22 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
2015-09-22 | EXAMINER'S AMENDMENT ENTERED |
2015-09-22 | APPROVED FOR PUB - PRINCIPAL REGISTER |
2015-10-28 | ASSIGNED TO LIE |
2015-10-29 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
2015-11-11 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
2015-11-24 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
2015-11-27 | CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED |
2015-12-01 | PUBLISHED FOR OPPOSITION |
2015-12-01 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
2016-01-26 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
2016-02-09 | TEAS STATEMENT OF USE RECEIVED |
2016-03-15 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
2016-02-09 | USE AMENDMENT FILED |
2016-03-17 | STATEMENT OF USE PROCESSING COMPLETE |
2016-04-08 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
2016-04-09 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
2016-05-17 | REGISTERED-PRINCIPAL REGISTER |
2016-05-27 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
2021-05-17 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |