AMERICAN FUNDS PORTFOLIO PLANNER Trademark

Trademark Overview


On Thursday, February 2, 2006, a trademark application was filed for AMERICAN FUNDS PORTFOLIO PLANNER with the United States Patent and Trademark Office. The USPTO has given the AMERICAN FUNDS PORTFOLIO PLANNER trademark a serial number of 78805872. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 21, 2014. This trademark is owned by American Funds Distributors, Inc.. The AMERICAN FUNDS PORTFOLIO PLANNER trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, and pension and retirement plans in connection therewith
american funds portfolio planner

General Information


Serial Number78805872
Word MarkAMERICAN FUNDS PORTFOLIO PLANNER
Filing DateThursday, February 2, 2006
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 21, 2014
Registration Number3279516
Registration DateTuesday, August 14, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 29, 2007

Trademark Statements


Disclaimer with Predetermined Text"FUNDS PORTFOLIO PLANNER"
Goods and ServicesFinancial services, namely, financial analysis, evaluation and consultation; investment management and advice; mutual fund investment management; annuity services, namely, investment management and distribution of variable annuities; fiduciary services, namely, serving as trustee for directed and discretionary trust accounts; estate planning; and administration of employee benefit, and pension and retirement plans in connection therewith

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, March 21, 2014
Primary Code036
First Use Anywhere DateFriday, January 31, 2003
First Use In Commerce DateThursday, October 20, 2005

Trademark Owner History


Party NameAMERICAN FUNDS DISTRIBUTORS, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressLOS ANGELES, CA 90071

Party NameAmerican Funds Distributors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Party NameAmerican Funds Distributors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Party NameAmerican Funds Distributors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Trademark Events


Event DateEvent Description
Friday, March 21, 2014CANCELLED SEC. 8 (6-YR)
Wednesday, January 25, 2012AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 19, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 14, 2007REGISTERED-PRINCIPAL REGISTER
Tuesday, May 29, 2007PUBLISHED FOR OPPOSITION
Wednesday, May 9, 2007NOTICE OF PUBLICATION
Friday, March 30, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, March 30, 2007ASSIGNED TO LIE
Wednesday, March 7, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, January 6, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, January 5, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, January 5, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, November 25, 2006NON-FINAL ACTION E-MAILED
Saturday, November 25, 2006NON-FINAL ACTION WRITTEN
Monday, September 25, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, September 21, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, September 21, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, March 22, 2006NON-FINAL ACTION E-MAILED
Wednesday, March 22, 2006NON-FINAL ACTION WRITTEN
Saturday, March 11, 2006ASSIGNED TO EXAMINER
Wednesday, February 8, 2006NEW APPLICATION ENTERED IN TRAM