CUSTOM PORTFOLIO PLANNING Trademark
Trademark Overview
On Thursday, April 4, 1996, a trademark application was filed for CUSTOM PORTFOLIO PLANNING with the United States Patent and Trademark Office. The USPTO has given the CUSTOM PORTFOLIO PLANNING trademark a serial number of 75083640. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 22, 2021. This trademark is owned by IFG Asset Management Services, Inc.. The CUSTOM PORTFOLIO PLANNING trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:
computer software for providing financial analysis and user manuals distributed therewith, namely computer software for analyzing investors' characteristics such as risk tolerance and financial goals and objectives, and formulating matching asset allocation analyses
General Information
| Serial Number | 75083640 |
| Word Mark | CUSTOM PORTFOLIO PLANNING |
| Filing Date | Thursday, April 4, 1996 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 22, 2021 |
| Registration Number | 2131444 |
| Registration Date | Tuesday, January 20, 1998 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | computer software for providing financial analysis and user manuals distributed therewith, namely computer software for analyzing investors' characteristics such as risk tolerance and financial goals and objectives, and formulating matching asset allocation analyses |
Classification Information
| International Class | 009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus. |
| US Class Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 22, 2021 |
| Primary Code | 009 |
| First Use Anywhere Date | Thursday, April 11, 1996 |
| First Use In Commerce Date | Thursday, April 11, 1996 |
Trademark Owner History
| Party Name | RBC DAIN RAUSCHER INC. |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | MINNEAPOLIS, MN 55402 |
| Party Name | IFG Asset Management Services, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Minneapolis, MN 55402 |
| Party Name | IFG Asset Management Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Minneapolis, MN 55402 |
Trademark Events
| Event Date | Event Description |
| Friday, October 22, 2021 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Friday, January 20, 2017 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, July 1, 2011 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Friday, January 11, 2008 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, January 11, 2008 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, January 10, 2008 | ASSIGNED TO PARALEGAL |
| Tuesday, January 8, 2008 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, April 24, 2007 | CASE FILE IN TICRS |
| Monday, August 29, 2005 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, August 29, 2005 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, February 20, 2004 | REGISTERED - SEC. 8 (6-YR) ACCEPTED |
| Friday, December 19, 2003 | REGISTERED - SEC. 8 (6-YR) FILED |
| Friday, November 8, 2002 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, January 20, 1998 | REGISTERED-SUPPLEMENTAL REGISTER |
| Friday, November 28, 1997 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Friday, November 28, 1997 | USE AMENDMENT ACCEPTED |
| Monday, October 20, 1997 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 7, 1997 | AMENDMENT TO USE PROCESSING COMPLETE |
| Monday, October 20, 1997 | USE AMENDMENT FILED |
| Monday, June 2, 1997 | NON-FINAL ACTION MAILED |
| Friday, May 9, 1997 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 8, 1996 | NON-FINAL ACTION MAILED |
| Thursday, October 24, 1996 | ASSIGNED TO EXAMINER |
| Friday, October 18, 1996 | ASSIGNED TO EXAMINER |
