| Serial Number | 98228924 |
| Word Mark | DIRECT PORTFOLIO |
| Filing Date | Wednesday, October 18, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, March 25, 2025 |
| Registration Number | 7735159 |
| Registration Date | Tuesday, March 25, 2025 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, February 4, 2025 |
| 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 |
| 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 |
| Party Name | CollegeInvest |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 14 - State Agency |
| Address | Denver, CO 80202 |
| Party Name | CollegeInvest |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 14 - State Agency |
| Address | Denver, CO 80202 |
| Party Name | CollegeInvest |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 14 - State Agency |
| Address | Denver, CO 80202 |
| Event Date | Event Description |
| Tuesday, October 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 13, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | NON-FINAL ACTION E-MAILED |
| Thursday, June 13, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, September 5, 2024 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Thursday, September 5, 2024 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Thursday, December 12, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 12, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Saturday, October 21, 2023 | NEW APPLICATION ENTERED |
| Tuesday, June 4, 2024 | ASSIGNED TO EXAMINER |
| Monday, January 13, 2025 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 29, 2025 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 4, 2025 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 4, 2025 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 25, 2025 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 25, 2025 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
| Friday, December 13, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |