| Serial Number | 86648887 |
| Word Mark | EMPOWERED PORTFOLIOS |
| Filing Date | Tuesday, June 2, 2015 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Tuesday, November 15, 2022 |
| Registration Number | 4961548 |
| Registration Date | Tuesday, May 17, 2016 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, December 1, 2015 |
| Goods and Services | Investment management and financial services, namely, integrated private wealth management, goals-based portfolio management construction, risk factor allocation strategies and investment advisory services, primarily in the fields of stocks, bonds, options, exchange traded products (ETPs) and mutual funds, as provided to individuals, high net worth individuals, trusts, endowments, charitable organizations, and corporations. Investment consulting and financial research and advisory, namely, outsourced chief investment officer services with supporting macro and micro analysis, financial market interpretation, asset allocation and generalized financial advice not related to a specific account. Providing consultation and decision support regarding each of the four phases of private wealth management, namely, discover unique needs, circumstances, goals, and risk tolerances; plan and develop investment policy statements; implement customized, proactive and reactive portfolio management; supervise financial risk management, monitor and analyze value, performance and attribution of investments, evaluate suitability of asset allocation with new information such as risk tolerance, financial alternative plans and investment time frames; providing an interactive website featuring thought leadership blogs and interesting content to promote financial stewardship and provide resources to help build a smarter community of investors; providing a website featuring information in the fields of integrated private wealth management, portfolio management, and global financial markets; providing a website featuring supportive information-only, written, audio and video presentations in the fields of fiduciary practices for financial personnel; providing a website to engage with clients, prospective clients, community members, and regulators in order to communicate contact information, business practices, and regulatory filings; providing an interactive website to host client and advisor secure portals in order to retrieve password protected information related to investment accounts |
| Disclaimer with Predetermined Text | "PORTFOLIOS" |
| 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 | Monday, June 8, 2015 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, June 29, 2015 |
| First Use In Commerce Date | Monday, June 29, 2015 |
| Party Name | Empowered Portfolios, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27617 |
| Party Name | Empowered Portfolios, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27617 |
| Party Name | Empowered Portfolios, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Raleigh, NC 27617 |
| Event Date | Event Description |
| Tuesday, November 15, 2022 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Tuesday, November 15, 2022 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, November 15, 2022 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 10, 2022 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, May 17, 2021 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, May 27, 2016 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, May 17, 2016 | REGISTERED-PRINCIPAL REGISTER |
| Saturday, April 9, 2016 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Friday, April 8, 2016 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, March 17, 2016 | STATEMENT OF USE PROCESSING COMPLETE |
| Tuesday, February 9, 2016 | USE AMENDMENT FILED |
| Tuesday, March 15, 2016 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Tuesday, February 9, 2016 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, January 26, 2016 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, December 1, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, December 1, 2015 | PUBLISHED FOR OPPOSITION |
| Friday, November 27, 2015 | CHANGES/CORRECTIONS AFTER PUB APPROVAL ENTERED |
| Tuesday, November 24, 2015 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Wednesday, November 11, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Thursday, October 29, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, October 28, 2015 | ASSIGNED TO LIE |
| Tuesday, September 22, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, September 22, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, September 22, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 22, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, September 22, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, September 14, 2015 | ASSIGNED TO EXAMINER |
| Monday, June 8, 2015 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Friday, June 5, 2015 | NEW APPLICATION ENTERED IN TRAM |