DISCIPLINED PORTFOLIO ADVISOR Trademark

Trademark Overview

On Wednesday, August 23, 2006, a trademark application was filed for DISCIPLINED PORTFOLIO ADVISOR with the United States Patent and Trademark Office. The USPTO has given the DISCIPLINED PORTFOLIO ADVISOR trademark a serial number of 78958734. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, August 20, 2016. This trademark is owned by DiMeo Schneider & Associates, LLC. The DISCIPLINED PORTFOLIO ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
disciplined portfolio advisor

General Information

Serial Number78958734
Word MarkDISCIPLINED PORTFOLIO ADVISOR
Filing DateWednesday, August 23, 2006
Status800 - REGISTERED AND RENEWED
Status DateSaturday, August 20, 2016
Registration Number3248763
Registration DateTuesday, May 29, 2007
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
NOT AVAILABLE"PORTFOLIO ADVISOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 28, 2006
Primary Code036
First Use Anywhere DateSaturday, July 22, 2006
First Use In Commerce DateSaturday, July 22, 2006

Trademark Owner History

Party NameFIDUCIENT ADVISORS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661
Party NameDiMeo Schneider & Associates, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60661
Party NameDiMeo Schneider & Associates, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressChicago, IL 60661

Trademark Events

Event DateEvent Description
Wednesday, January 31, 2007NON-FINAL ACTION WRITTEN
Wednesday, January 31, 2007NON-FINAL ACTION E-MAILED
Wednesday, March 14, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, August 28, 2006NEW APPLICATION ENTERED
Thursday, January 18, 2007ASSIGNED TO EXAMINER
Wednesday, March 14, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, March 15, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 19, 2007APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, April 10, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, June 16, 2012NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Friday, January 24, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, January 24, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Sunday, May 29, 2016TEAS SECTION 8 & 9 RECEIVED
Monday, April 9, 2007ASSIGNED TO LIE
Tuesday, May 29, 2007REGISTERED-SUPPLEMENTAL REGISTER
Friday, October 2, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, June 2, 2012TEAS SECTION 8 RECEIVED
Saturday, June 16, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, June 16, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, November 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Sunday, May 29, 2016COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, August 20, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, August 20, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, August 20, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, August 20, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, November 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, September 10, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, November 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Related Keywords

advisor portfolio disciplined financial management services income fixed investments equity portfolios securities