CONSCIENCE PORTFOLIOS Trademark

Trademark Overview


On Tuesday, March 29, 2016, a trademark application was filed for CONSCIENCE PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the CONSCIENCE PORTFOLIOS trademark a serial number of 86956040. The federal status of this trademark filing is REGISTERED as of Tuesday, July 3, 2018. This trademark is owned by Vident Financial, LLC. The CONSCIENCE PORTFOLIOS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Funds investment services; financial and investment advisory and consultation services; hedge fund investment services; trading of exchange traded funds, equities, bonds, commodities, securities options, futures, derivatives, and debt instruments; financial services, namely, coordination within a separately managed account (SMA) or unified managed account (UMA), of an investment portfolio's maintenance, trading, rebalancing, and tax management needs

Business consulting and information services; providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select equities, stocks and bonds to enable consumers to evaluate investments and market trends in the securities markets
conscience portfolios

General Information


Serial Number86956040
Word MarkCONSCIENCE PORTFOLIOS
Filing DateTuesday, March 29, 2016
Status700 - REGISTERED
Status DateTuesday, July 3, 2018
Registration Number5508979
Registration DateTuesday, July 3, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, August 30, 2016

Trademark Statements


Goods and ServicesFunds investment services; financial and investment advisory and consultation services; hedge fund investment services; trading of exchange traded funds, equities, bonds, commodities, securities options, futures, derivatives, and debt instruments; financial services, namely, coordination within a separately managed account (SMA) or unified managed account (UMA), of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
Goods and ServicesBusiness consulting and information services; providing and updating a financial index; compiling financial, securities, stock exchange, trade and quote, index value and other financial market information for business purposes; providing a financial index in the nature of quantitative measurements for analyzing investor attitudes; providing and updating a financial index of securities values and classification, analysis, and reporting thereof; providing financial indices of select equities, stocks and bonds to enable consumers to evaluate investments and market trends in the securities markets
Disclaimer with Predetermined Text"PORTFOLIOS"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 1, 2016
Primary Code035
First Use Anywhere DateTuesday, January 31, 2017
First Use In Commerce DateTuesday, January 31, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, April 1, 2016
Primary Code036
First Use Anywhere DateTuesday, January 31, 2017
First Use In Commerce DateTuesday, January 31, 2017

Trademark Owner History


Party NameVIDENT ADVISORY, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressALPHARETTA, GA 30009

Party NameVident Financial, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressRoswell, GA 30076

Party NameVident Financial, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressRoswell, GA 30076

Party NameVident Financial, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRoswell, GA 30076

Trademark Events


Event DateEvent Description
Wednesday, August 9, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 3, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, May 19, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, May 19, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, May 19, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, May 19, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, May 19, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, May 14, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, May 14, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 19, 2019TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, July 3, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, May 30, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, May 29, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, May 16, 2018STATEMENT OF USE PROCESSING COMPLETE
Wednesday, April 25, 2018USE AMENDMENT FILED
Wednesday, May 16, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, April 25, 2018TEAS STATEMENT OF USE RECEIVED
Thursday, October 26, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, October 24, 2017SOU EXTENSION 2 GRANTED
Tuesday, October 24, 2017SOU EXTENSION 2 FILED
Tuesday, October 24, 2017TEAS EXTENSION RECEIVED
Wednesday, March 8, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, March 6, 2017SOU EXTENSION 1 GRANTED
Monday, March 6, 2017SOU EXTENSION 1 FILED
Monday, March 6, 2017TEAS EXTENSION RECEIVED
Tuesday, October 25, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, August 30, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, August 30, 2016PUBLISHED FOR OPPOSITION
Wednesday, August 10, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, July 26, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, July 23, 2016ASSIGNED TO LIE
Tuesday, July 12, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, July 12, 2016EXAMINER'S AMENDMENT ENTERED
Tuesday, July 12, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, July 12, 2016EXAMINERS AMENDMENT E-MAILED
Tuesday, July 12, 2016EXAMINERS AMENDMENT -WRITTEN
Tuesday, July 12, 2016ASSIGNED TO EXAMINER
Friday, April 1, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 1, 2016NEW APPLICATION ENTERED