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 75083645. 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 Insurance & Financial Services category with the following description:

financial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset allocation analyses to match the characteristics

General Information

Serial Number75083645
Word MarkCUSTOM PORTFOLIO PLANNING
Filing DateThursday, April 4, 1996
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 22, 2021
Registration Number2133477
Registration DateTuesday, January 27, 1998
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and Servicesfinancial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset allocation analyses to match the characteristics

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 22, 2021
Primary Code036
First Use Anywhere DateThursday, April 11, 1996
First Use In Commerce DateThursday, April 11, 1996

Trademark Owner History

Party NameRBC DAIN RAUSCHER INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressMINNEAPOLIS, MN 55402
Party NameIFG Asset Management Services, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55402
Party NameIFG Asset Management Services, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55402

Trademark Events

Event DateEvent Description
Friday, October 22, 2021CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Friday, January 27, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, July 1, 2011ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Friday, January 11, 2008REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, January 11, 2008REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, January 10, 2008ASSIGNED TO PARALEGAL
Tuesday, January 8, 2008TEAS SECTION 8 & 9 RECEIVED
Monday, April 9, 2007CASE FILE IN TICRS
Monday, August 29, 2005ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, August 29, 2005TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, February 20, 2004REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, December 19, 2003REGISTERED - SEC. 8 (6-YR) FILED
Friday, November 8, 2002TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, January 27, 1998REGISTERED-SUPPLEMENTAL REGISTER
Monday, December 1, 1997APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, November 17, 1997EXAMINER'S AMENDMENT MAILED
Saturday, October 11, 1997USE AMENDMENT ACCEPTED
Friday, August 29, 1997CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 10, 1997AMENDMENT TO USE PROCESSING COMPLETE
Friday, August 29, 1997USE AMENDMENT FILED
Monday, May 19, 1997NON-FINAL ACTION MAILED
Monday, April 7, 1997CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 9, 1996NON-FINAL ACTION MAILED
Tuesday, September 24, 1996ASSIGNED TO EXAMINER

Related Keywords

planning portfolio custom financial characteristics providing objectives asset match analyses allocation goals risk