DISCIPLINED WEALTH PORTFOLIOS - Trademark Details
Status: 700 - Registered
Serial Number
87656385
Registration Number
5718161
Word Mark
DISCIPLINED WEALTH PORTFOLIOS
Status
700 - Registered
Status Date
2019-04-02
Filing Date
2017-10-23
Registration Number
5718161
Registration Date
2019-04-02
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
L60
Employee Name
LAVACHE, LINDA M
Statements
Disclaimer with Predetermined Text
"WEALTH PORTFOLIOS"
Goods and Services
FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS
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
2017-11-01
Primary Code
036
First Use Anywhere Date
2018-01-01
First Use In Commerce Date
2018-01-01
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
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Camille M. Miller
Address
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Trademark Events
| Event Date | Event Description |
| 2017-11-01 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2018-01-04 | ASSIGNED TO EXAMINER |
| 2018-01-06 | NON-FINAL ACTION WRITTEN |
| 2018-01-06 | NON-FINAL ACTION E-MAILED |
| 2018-01-06 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2018-07-06 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2018-07-06 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2018-07-07 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2018-07-28 | FINAL REFUSAL WRITTEN |
| 2018-07-28 | FINAL REFUSAL E-MAILED |
| 2018-07-28 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2019-01-28 | TEAS AMENDMENT OF USE RECEIVED |
| 2019-01-29 | USE AMENDMENT FILED |
| 2019-01-29 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2019-01-28 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2019-01-28 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2019-01-29 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2019-02-01 | USE AMENDMENT ACCEPTED |
| 2019-02-01 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2019-02-02 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 2019-02-15 | ASSIGNED TO LIE |
| 2019-02-22 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2019-04-02 | REGISTERED-SUPPLEMENTAL REGISTER |
| 2019-08-28 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-08-28 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
