BLACKSWAN PORTFOLIO Trademark

Trademark Overview

On Tuesday, December 7, 2021, 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 97160185. The federal status of this trademark filing is REGISTERED as of Tuesday, June 27, 2023. This trademark is owned by ARGI Holdings, Inc.. The BLACKSWAN PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

Financial services in the nature of investment of funds for others, namely, 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 Number97160185
Word MarkBLACKSWAN PORTFOLIO
Filing DateTuesday, December 7, 2021
Status700 - REGISTERED
Status DateTuesday, June 27, 2023
Registration Number7089830
Registration DateTuesday, June 27, 2023
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 11, 2023

Trademark Statements

Pseudo MarkBLACK SWAN PORTFOLIO
Goods and ServicesFinancial services in the nature of investment of funds for others, namely, 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
Disclaimer with Predetermined Text"PORTFOLIO"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, December 13, 2021
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 Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10016
Party NameCERITY PARTNERS, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10017
Party NameCERITY PARTNERS, LLC
Party Type11 - New Owner Before Publication
Legal Entity Type16 - Limited Liability Company
AddressNEW YORK, NY 10017
Party NameARGI Holdings, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLouisville, KY 40245

Trademark Events

Event DateEvent Description
Thursday, August 10, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 10, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 10, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 10, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, August 10, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, June 27, 2023NOTICE OF REGISTRATION CONFIRMATION EMAILED
Tuesday, June 27, 2023REGISTERED-PRINCIPAL REGISTER
Tuesday, April 11, 2023OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 11, 2023PUBLISHED FOR OPPOSITION
Wednesday, March 22, 2023NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 7, 2023APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, March 6, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, March 5, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, March 5, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, February 27, 2023APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, February 27, 2023TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 27, 2023ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 27, 2023TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 27, 2023TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 15, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sunday, December 11, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, December 11, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sunday, December 11, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Sunday, December 11, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, December 11, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 28, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 28, 2022NON-FINAL ACTION E-MAILED
Wednesday, September 28, 2022NON-FINAL ACTION WRITTEN
Tuesday, September 13, 2022ASSIGNED TO EXAMINER
Monday, December 13, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, December 10, 2021NEW APPLICATION ENTERED

Related Keywords

portfolio blackswan options financial investment designed stock minority protect rare market events