BLACKSWAN PORTFOLIO Trademark

Trademark Overview

On Thursday, September 22, 2016, a trademark application was filed for BLACKSWAN PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the BLACKSWAN PORTFOLIO trademark a serial number of 87179857. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Tuesday, July 2, 2024. This trademark is owned by ARGI Holdings, Inc.. The BLACKSWAN PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

Providing a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events
blackswan portfolio

General Information

Serial Number87179857
Word MarkBLACKSWAN PORTFOLIO
Filing DateThursday, September 22, 2016
Status701 - SECTION 8 - ACCEPTED
Status DateTuesday, July 2, 2024
Registration Number5414779
Registration DateTuesday, February 27, 2018
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Pseudo MarkBLACK SWAN PORTFOLIO
Goods and ServicesProviding a financial portfolio offering of select investment options consisting of a majority of treasury holdings and a minority of stock options designed to protect against rare and unpredictable negative market events
NOT AVAILABLE"PORTFOLIO"
In Another Form StatementThe mark was first used anywhere in a different form other than that sought to be registered at least as early as 12/31/2014.

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, September 27, 2016
Primary Code036
First Use Anywhere DateWednesday, September 21, 2016
First Use In Commerce DateWednesday, September 21, 2016

Trademark Owner History

Party NameCERITY PARTNERS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10016
Party NameARGI Holdings, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLouisville, KY 40245
Party NameARGI Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLouisville, KY 40245

Trademark Events

Event DateEvent Description
Tuesday, September 27, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, September 26, 2016NEW APPLICATION ENTERED
Wednesday, September 28, 2016NOTICE OF PSEUDO MARK E-MAILED
Thursday, December 29, 2016ASSIGNED TO EXAMINER
Thursday, January 5, 2017NON-FINAL ACTION WRITTEN
Thursday, January 5, 2017NON-FINAL ACTION E-MAILED
Thursday, January 5, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 3, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 3, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, July 3, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 18, 2017NON-FINAL ACTION WRITTEN
Tuesday, July 18, 2017NON-FINAL ACTION E-MAILED
Tuesday, July 18, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 12, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 12, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 13, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 18, 2017FINAL REFUSAL WRITTEN
Monday, December 18, 2017FINAL REFUSAL E-MAILED
Monday, December 18, 2017NOTIFICATION OF FINAL REFUSAL EMAILED
Tuesday, December 19, 2017TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, December 19, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 20, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 2, 2018EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 2, 2018EXAMINERS AMENDMENT E-MAILED
Tuesday, January 2, 2018NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 2, 2018EXAMINER'S AMENDMENT ENTERED
Tuesday, January 2, 2018APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Friday, January 12, 2018ASSIGNED TO LIE
Monday, January 22, 2018LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, February 27, 2018REGISTERED-SUPPLEMENTAL REGISTER
Saturday, March 21, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Saturday, March 21, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, March 21, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, March 21, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, March 21, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, December 11, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Sunday, December 11, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, December 11, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, December 11, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, December 11, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, February 15, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, February 27, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 27, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 27, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 27, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 27, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, February 27, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, August 10, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, August 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, August 10, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 10, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 10, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, January 26, 2024TEAS SECTION 8 RECEIVED
Tuesday, July 2, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, July 2, 2024REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, July 2, 2024NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Related Keywords

portfolio blackswan options against protect designed stock rare events market negative unpredictable