PORTFOLIO PREMIER - Trademark Details
Status: 700 - Registered
Image for trademark with serial number 87981378
Serial Number
87981378
Registration Number
5846681
Word Mark
PORTFOLIO PREMIER
Status
700 - Registered
Status Date
2019-08-27
Filing Date
2016-11-30
Registration Number
5846681
Registration Date
2019-08-27
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2017-04-18
Attorney Name
Law Office Assigned Location Code
L20
Employee Name
CLAYTON, CHERYL A
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
Arranging and conducting incentive reward programs to promote the sale of banking and credit card services; promoting the sale of banking and credit card accounts through the administration of incentive award programs; providing a rewards program that provides customers with discounts on products and services
Goods and Services
Financial services, namely, wealth management services; providing personalized portfolio recommendations and detailed investment strategy directed particularly, but not exclusively, for high wealth individuals and families; financial planning and investment advisory services, namely, investment consultation, investment brokerage, and investment management services; retirement fund investment services; banking services; electronic banking via a global computer network; mortgage banking services; financial services, namely, credit card and debit card 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
2016-12-06
Primary Code
035
First Use Anywhere Date
2019-04-10
First Use In Commerce Date
2019-04-10
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
2016-12-06
Primary Code
036
First Use Anywhere Date
2019-04-10
First Use In Commerce Date
2019-04-10
Current Trademark Owners
Party Type
30 - Original Registrant
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Type
30 - Original Registrant
Address
Please log in with your Justia account to see this address.
Party Type
20 - Owner at Publication
Address
Please log in with your Justia account to see this address.
Party Type
10 - Original Applicant
Address
Please log in with your Justia account to see this address.
Correspondences
Name
Felicia J. Boyd
Address
Please log in with your Justia account to see this address.
Prior Registrations
Relationship TypeReel Number
Continuity Parent87252443
Trademark Events
Event DateEvent Description
2016-12-03NEW APPLICATION ENTERED IN TRAM
2016-12-06NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
2017-03-04ASSIGNED TO EXAMINER
2017-03-04APPROVED FOR PUB - PRINCIPAL REGISTER
2017-03-29NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
2017-04-18PUBLISHED FOR OPPOSITION
2017-04-18OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
2017-06-13NOA E-MAILED - SOU REQUIRED FROM APPLICANT
2017-12-13TEAS EXTENSION RECEIVED
2017-12-13EXTENSION 1 FILED
2017-12-13EXTENSION 1 GRANTED
2017-12-15NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-06-13TEAS EXTENSION RECEIVED
2018-06-13EXTENSION 2 FILED
2018-06-13EXTENSION 2 GRANTED
2018-06-15NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2018-12-11TEAS EXTENSION RECEIVED
2018-12-11EXTENSION 3 FILED
2018-12-11EXTENSION 3 GRANTED
2018-12-13NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
2019-06-13TEAS STATEMENT OF USE RECEIVED
2019-06-13TEAS REQUEST TO DIVIDE RECEIVED
2019-06-25CASE ASSIGNED TO INTENT TO USE PARALEGAL
2019-06-25ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
2019-06-26TEAS RESPONSE TO OFFICE ACTION RECEIVED
2019-06-13DIVISIONAL REQUEST RECEIVED
2019-07-01DIVISIONAL PROCESSING COMPLETE
2019-06-13USE AMENDMENT FILED
2019-07-01STATEMENT OF USE PROCESSING COMPLETE
2019-07-24ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2019-07-25NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
2019-08-27REGISTERED-PRINCIPAL REGISTER
2020-02-06TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2020-02-06ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED