DIRECT PORTFOLIO Trademark
Trademark Overview
On Wednesday, October 18, 2023, a trademark application was filed for DIRECT PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the DIRECT PORTFOLIO trademark a serial number of 98228924. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Thursday, June 13, 2024. This trademark is owned by CollegeInvest. The DIRECT PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, administration of investment accounts for funding higher education expenses; financial services, namely, managing investment funds for college savings; financial services, namely, asset management services and managing investment funds for college savings
General Information
| Serial Number | 98228924 |
| Word Mark | DIRECT PORTFOLIO |
| Filing Date | Wednesday, October 18, 2023 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Thursday, June 13, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial services, namely, administration of investment accounts for funding higher education expenses; financial services, namely, managing investment funds for college savings; financial services, namely, asset management services and managing investment funds for college savings |
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 | Tuesday, October 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, August 31, 2004 |
| First Use In Commerce Date | Tuesday, August 31, 2004 |
Trademark Owner History
| Party Name | CollegeInvest |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 14 - State Agency |
| Address | Denver, CO 80202 |
Trademark Events
| Event Date | Event Description |
| Tuesday, October 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, October 21, 2023 | NEW APPLICATION ENTERED |
| Tuesday, June 4, 2024 | ASSIGNED TO EXAMINER |
| Thursday, June 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, September 5, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, September 5, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, June 13, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | NON-FINAL ACTION WRITTEN |
