| Serial Number | 87309021 |
| Word Mark | AMERICA-FIRST PORTFOLIOS |
| Filing Date | Friday, January 20, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 5, 2024 |
| Registration Number | 5358320 |
| Registration Date | Tuesday, December 19, 2017 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 3, 2017 |
| Goods and Services | Investment advice; Investment advisory services; Investment by electronic means; Investment consultancy; Investment consultation; Investment management; Investment of funds; Investment of funds for others; Investment risk assessment services; Advice relating to investments; Capital investment; Capital investment consulting; Capital investment services; Commodity investment advice; Consultancy of capital investment; Equity capital investment; Financial investment brokerage; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial planning and investment advisory services; Financial services in the nature of an investment security; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Fund investment consultation; Fund investment services featuring securities offered according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Funds investment; Global investment research services; Information, advisory, consultancy and research services relating to finance and investments; Management of a capital investment fund; Mutual fund investment; Mutual funds and capital investment; Providing investors with financial information; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Public equity investment management; Securities trading and investing services for others via the internet |
| NOT AVAILABLE | "PORTFOLIOS" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 5, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
| Party Name | Model Capital Management LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Party Name | Model Capital Management LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Party Name | Model Capital Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Boston, MA 02109 |
| Event Date | Event Description |
| Sunday, April 9, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 24, 2017 | NEW APPLICATION ENTERED |
| Thursday, January 26, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, March 31, 2017 | ASSIGNED TO EXAMINER |
| Sunday, April 9, 2017 | NON-FINAL ACTION E-MAILED |
| Sunday, April 9, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 10, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 10, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, April 10, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 10, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 10, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, May 8, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, May 8, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, May 8, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 10, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 16, 2017 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 17, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2017 | NON-FINAL ACTION WRITTEN |
| Tuesday, May 30, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, May 30, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, June 16, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, June 16, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 16, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, July 17, 2017 | NON-FINAL ACTION WRITTEN |
| Monday, July 17, 2017 | NON-FINAL ACTION E-MAILED |
| Monday, August 28, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, September 13, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, October 3, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 3, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 19, 2017 | REGISTERED-PRINCIPAL REGISTER |
| Monday, December 19, 2022 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, July 5, 2024 | CANCELLED SEC. 8 (6-YR) |
| Monday, July 24, 2017 | EXAMINER'S AMENDMENT ENTERED |
| Friday, July 21, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, July 21, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Saturday, July 22, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Sunday, July 23, 2017 | EXAMINERS AMENDMENT -WRITTEN |
| Sunday, July 23, 2017 | EXAMINERS AMENDMENT E-MAILED |
| Sunday, July 23, 2017 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Sunday, July 23, 2017 | ASSIGNED TO LIE |