BMO SMART PORTFOLIO Trademark
Trademark Overview
On Wednesday, March 15, 2023, a trademark application was filed for BMO SMART PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the BMO SMART PORTFOLIO trademark a serial number of 97840019. The federal status of this trademark filing is REGISTERED as of Tuesday, October 1, 2024. This trademark is owned by Bank of Montreal. The BMO SMART PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:
Investment advisory services; financial administration of personal investments and retirement funds through electronic means; financial planning and investment advisory services; financial planning for retirement; investment management in the fields of personal investments and retirement funds through electronic means; providing information and advice in the field of finance, financial investments, and the financial aspects of retirement
General Information
| Serial Number | 97840019 |
| Word Mark | BMO SMART PORTFOLIO |
| Filing Date | Wednesday, March 15, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, October 1, 2024 |
| Registration Number | 7518990 |
| Registration Date | Tuesday, October 1, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, July 16, 2024 |
Trademark Statements
| Goods and Services | Investment advisory services; financial administration of personal investments and retirement funds through electronic means; financial planning and investment advisory services; financial planning for retirement; investment management in the fields of personal investments and retirement funds through electronic means; providing information and advice in the field of finance, financial investments, and the financial aspects of retirement |
| NOT AVAILABLE | "SMART PORTFOLIO" |
Classification Information
| 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, April 5, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, March 1, 2022 |
| First Use In Commerce Date | Tuesday, March 1, 2022 |
Trademark Owner History
| Party Name | Bank of Montreal |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto M5X1A1
CA |
| Party Name | Bank of Montreal |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto M5X1A1
CA |
| Party Name | Bank of Montreal |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Toronto M5X1A1
CA |
Trademark Events
| Event Date | Event Description |
| Saturday, March 18, 2023 | NEW APPLICATION ENTERED |
| Wednesday, April 5, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, October 27, 2023 | ASSIGNED TO EXAMINER |
| Friday, November 3, 2023 | NON-FINAL ACTION WRITTEN |
| Friday, November 3, 2023 | NON-FINAL ACTION E-MAILED |
| Friday, November 3, 2023 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, February 5, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Monday, February 5, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Friday, May 3, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 3, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 3, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 13, 2024 | EXAMINERS AMENDMENT -WRITTEN |
| Thursday, June 13, 2024 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Thursday, June 13, 2024 | EXAMINER'S AMENDMENT ENTERED |
| Thursday, June 13, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Thursday, June 13, 2024 | EXAMINERS AMENDMENT E-MAILED |
| Wednesday, June 26, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 16, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 16, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 1, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 1, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
