PORTFOLIO TARGET - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87337991
Serial Number
87337991
Registration Number
5487565
Word Mark
PORTFOLIO TARGET
Status
700 - Registered
Status Date
2018-06-05
Filing Date
2017-02-16
Registration Number
5487565
Registration Date
2018-06-05
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2017-08-29
Attorney Name
Adam Werner
Law Office Assigned Location Code
M30
Employee Name
VENGROFF, MARILYN IZZI
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
business administration services, namely, providing back office consolidation services in the nature of serving as a human resources department for others and providing office functions, marketing services, invoicing services being payer contracting and billing services, and administrative accounting and secretarial services, to banking and financial services providers
Goods and Services
Financing services provide to banking and financial services providers
Goods and Services
On-site management of information technology systems for others who are providers of banking and financial 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
2017-02-22
Primary Code
035
First Use Anywhere Date
2017-06-21
First Use In Commerce Date
2017-06-21
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
2017-06-08
Primary Code
036
First Use Anywhere Date
2017-06-21
First Use In Commerce Date
2017-06-21
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2017-06-08
Primary Code
042
First Use Anywhere Date
2017-06-21
First Use In Commerce Date
2017-06-21
Current Trademark Owners
Party Name
ORION PORTFOLIO SOLUTIONS, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
ORION PORTFOLIO SOLUTIONS, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
F T J FUNDCHOICE, L.L.C.
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
F T J FUNDCHOICE, L.L.C.
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
F T J FUNDCHOICE, L.L.C.
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Adam Werner
Address
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Trademark Events
Event DateEvent Description
2017-02-20NEW APPLICATION ENTERED IN TRAM
2017-02-22NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-05-11ASSIGNED TO EXAMINER
2017-05-18NON-FINAL ACTION WRITTEN
2017-05-18NON-FINAL ACTION E-MAILED
2017-05-18NOTIFICATION OF NON-FINAL ACTION E-MAILED
2017-06-07EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
2017-06-07EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
2017-06-07NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED
2017-06-07ASSIGNED TO LIE
2017-06-08COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED
2017-06-15TEAS RESPONSE TO OFFICE ACTION RECEIVED
2017-06-28CORRESPONDENCE RECEIVED IN LAW OFFICE
2017-06-28TEAS/EMAIL CORRESPONDENCE ENTERED
2017-07-18APPROVED FOR PUB - PRINCIPAL REGISTER
2017-08-09NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-08-29PUBLISHED FOR OPPOSITION
2017-08-29OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-10-24NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2018-04-16TEAS STATEMENT OF USE RECEIVED
2018-04-16TEAS EXTENSION RECEIVED
2018-05-02CASE ASSIGNED TO INTENT TO USE PARALEGAL
2018-04-16EXTENSION 1 FILED
2018-05-02EXTENSION 1 GRANTED
2018-04-16USE AMENDMENT FILED
2018-05-02STATEMENT OF USE PROCESSING COMPLETE
2018-05-03NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-05-03ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2018-05-04NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2018-06-05REGISTERED-PRINCIPAL REGISTER
2020-03-17TEAS CHANGE OF OWNER ADDRESS RECEIVED
2020-03-17TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-03-17ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2020-03-17TEAS CHANGE OF CORRESPONDENCE RECEIVED
2020-03-17APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
2020-03-25AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP