| Serial Number | 87516818 |
| Word Mark | ACTIVEPLUS PORTFOLIOS |
| Filing Date | Wednesday, July 5, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, July 2, 2019 |
| Registration Number | 5791278 |
| Registration Date | Tuesday, July 2, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 16, 2019 |
| Goods and Services | Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs |
| Goods and Services | Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs |
| Pseudo Mark | ACTIVE PLUS PORTFOLIOS |
| Goods and Services | Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving |
| NOT AVAILABLE | "PORTFOLIOS" |
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 12, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, March 7, 2017 |
| First Use In Commerce Date | Tuesday, March 7, 2017 |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 12, 2017 |
| Primary Code | 016 |
| First Use Anywhere Date | Tuesday, March 7, 2017 |
| First Use In Commerce Date | Monday, March 13, 2017 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, July 12, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 7, 2017 |
| First Use In Commerce Date | Tuesday, March 7, 2017 |
| Party Name | T. Rowe Price Group, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Baltimore, MD 21231 |
| Party Name | T. Rowe Price Group, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Baltimore, MD 21202 |
| Party Name | T. Rowe Price Group, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Baltimore, MD 21202 |
| Event Date | Event Description |
| Wednesday, October 4, 2017 | NON-FINAL ACTION WRITTEN |
| Saturday, July 8, 2017 | NEW APPLICATION ENTERED |
| Wednesday, July 12, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 28, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, October 4, 2017 | NON-FINAL ACTION E-MAILED |
| Wednesday, October 4, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, November 17, 2017 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, November 17, 2017 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, April 4, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 4, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, April 5, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 3, 2018 | NON-FINAL ACTION WRITTEN |
| Thursday, May 3, 2018 | NON-FINAL ACTION E-MAILED |
| Thursday, May 3, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, November 5, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, November 5, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, November 6, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, December 13, 2018 | FINAL REFUSAL WRITTEN |
| Thursday, December 13, 2018 | FINAL REFUSAL E-MAILED |
| Thursday, December 13, 2018 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Wednesday, December 26, 2018 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Wednesday, December 26, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 27, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, December 28, 2018 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, January 22, 2019 | WITHDRAWN FROM PUB - OG REVIEW QUERY |
| Friday, January 25, 2019 | PREVIOUS ALLOWANCE COUNT WITHDRAWN |
| Monday, February 4, 2019 | NON-FINAL ACTION WRITTEN |
| Monday, February 4, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, February 4, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, February 13, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, February 13, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, February 14, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 19, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, March 14, 2019 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Monday, March 11, 2019 | ASSIGNED TO LIE |
| Wednesday, March 27, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, April 16, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, April 16, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, September 18, 2019 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, July 2, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, September 18, 2019 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, April 25, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, April 25, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, April 25, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, April 25, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, April 25, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, October 15, 2024 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, October 15, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, October 15, 2024 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, October 15, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, October 15, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, July 2, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |