CUSTOM PLANNING DOOR PLANNING TEAM PORTFOLIO MANAGER CLIENT SERVICES SPECIALIST REPRESENTATIVE PORTFOLIO MANAGER DOOR ADVISOR / REPRESENTATIVE CLIENT Trademark
Trademark Overview
On Thursday, February 28, 2019, a trademark application was filed for CUSTOM PLANNING DOOR PLANNING TEAM PORTFOLIO MANAGER CLIENT SERVICES SPECIALIST REPRESENTATIVE PORTFOLIO MANAGER DOOR ADVISOR / REPRESENTATIVE CLIENT with the United States Patent and Trademark Office. The USPTO has given the CUSTOM PLANNING DOOR PLANNING TEAM PORTFOLIO MANAGER CLIENT SERVICES SPECIALIST REPRESENTATIVE PORTFOLIO MANAGER DOOR ADVISOR / REPRESENTATIVE CLIENT trademark a serial number of 88320327. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 24, 2026. This trademark is owned by Alpha Cubed Investments, LLC. The CUSTOM PLANNING DOOR PLANNING TEAM PORTFOLIO MANAGER CLIENT SERVICES SPECIALIST REPRESENTATIVE PORTFOLIO MANAGER DOOR ADVISOR / REPRESENTATIVE CLIENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services, namely, Investment management services
General Information
| Serial Number | 88320327 |
| Word Mark | CUSTOM PLANNING DOOR PLANNING TEAM PORTFOLIO MANAGER CLIENT SERVICES SPECIALIST REPRESENTATIVE PORTFOLIO MANAGER DOOR ADVISOR / REPRESENTATIVE CLIENT |
| Filing Date | Thursday, February 28, 2019 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 24, 2026 |
| Registration Number | 5878510 |
| Registration Date | Tuesday, October 8, 2019 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 23, 2019 |
Trademark Statements
| Description of Mark | The mark consists of a house in blue with a green roof. The entire house is outlined in dark blue with two windows outlined in black with a white background. The words "Advisor / Representative" in white are on the roof, and the word "Client" in white is on the house. The following words in dark blue are clockwise around the house with arrows in dark blue pointing to the house: "Custom", "Planning Door", "Planning Team", "Portfolio Manager", "Client Services Specialist", "Representative", "Portfolio Manager Door". |
| Indication of Colors claimed | The color(s) blue, green, white and black is/are claimed as a feature of the mark. |
| NOT AVAILABLE | "CUSTOM", "PLANNING", "PLANNING TEAM", "PORTFOLIO MANAGER", "CLIENT SERVICES SPECIALIST", "REPRESENTATIVE", "PORTFOLIO MANAGER", "ADVISOR REPRESENTATIVE", AND "CLIENT" |
| Goods and Services | Financial advisory and consultancy services, namely, Investment management services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 24, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, November 1, 2018 |
| First Use In Commerce Date | Thursday, November 1, 2018 |
Trademark Owner History
| Party Name | Alpha Cubed Investments, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92612
US |
| Party Name | Alpha Cubed Investments, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92612
US |
| Party Name | Alpha Cubed Investments, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Irvine, CA 92612
US |
Trademark Events
| Event Date | Event Description |
| Monday, March 4, 2019 | NEW APPLICATION ENTERED |
| Wednesday, March 20, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 21, 2019 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, May 9, 2019 | ASSIGNED TO EXAMINER |
| Monday, May 20, 2019 | NON-FINAL ACTION WRITTEN |
| Monday, May 20, 2019 | NON-FINAL ACTION E-MAILED |
| Monday, May 20, 2019 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 30, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 30, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 31, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 6, 2019 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 19, 2019 | ASSIGNED TO LIE |
| Wednesday, July 3, 2019 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 23, 2019 | PUBLISHED FOR OPPOSITION |
| Tuesday, July 23, 2019 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 8, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 8, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, April 24, 2026 | CANCELLED SEC. 8 (6-YR) |
