ESSENTIAL PORTFOLIO THEORY Trademark

Trademark Overview

On Tuesday, August 24, 2004, a trademark application was filed for ESSENTIAL PORTFOLIO THEORY with the United States Patent and Trademark Office. The USPTO has given the ESSENTIAL PORTFOLIO THEORY trademark a serial number of 78472236. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, November 29, 2013. This trademark is owned by Padco Advisors, Inc.. The ESSENTIAL PORTFOLIO THEORY trademark is filed in the Insurance & Financial Services category with the following description:

Financial management services, namely, assisting others with building financial portfolios and providing an online financial calculator on a global network for portfolio analysis and risk assessment in the field of investments
essential portfolio theory

General Information

Serial Number78472236
Word MarkESSENTIAL PORTFOLIO THEORY
Filing DateTuesday, August 24, 2004
Status710 - CANCELLED - SECTION 8
Status DateFriday, November 29, 2013
Registration Number3234385
Registration DateTuesday, April 24, 2007
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 13, 2005

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO THEORY"
Goods and ServicesFinancial management services, namely, assisting others with building financial portfolios and providing an online financial calculator on a global network for portfolio analysis and risk assessment in the field of investments

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, November 29, 2013
Primary Code036
First Use Anywhere DateTuesday, May 31, 2005
First Use In Commerce DateTuesday, May 31, 2005

Trademark Owner History

Party NameINVESTMENT CAPITAL TECHNOLOGIES, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressRENO, NV 89501
Party NamePadco Advisors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRockville, MD 20850
Party NamePadco Advisors, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRockville, MD 20850
Party NamePadco Advisors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRockville, MD 20850

Trademark Events

Event DateEvent Description
Friday, November 29, 2013CANCELLED SEC. 8 (6-YR)
Wednesday, August 27, 2008ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Tuesday, August 19, 2008ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, August 19, 2008TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 20, 2008ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, July 4, 2007AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, April 24, 2007REGISTERED-PRINCIPAL REGISTER
Wednesday, April 4, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, March 14, 2007LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, March 14, 2007ASSIGNED TO LIE
Friday, February 16, 2007ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, January 31, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, January 30, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, January 30, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 4, 2006NON-FINAL ACTION E-MAILED
Wednesday, October 4, 2006SU - NON-FINAL ACTION - WRITTEN
Friday, September 22, 2006STATEMENT OF USE PROCESSING COMPLETE
Friday, September 22, 2006EXTENSION 1 GRANTED
Thursday, August 31, 2006USE AMENDMENT FILED
Thursday, August 31, 2006EXTENSION 1 FILED
Thursday, August 31, 2006TEAS EXTENSION RECEIVED
Thursday, August 31, 2006TEAS STATEMENT OF USE RECEIVED
Tuesday, March 7, 2006NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 13, 2005PUBLISHED FOR OPPOSITION
Wednesday, November 23, 2005NOTICE OF PUBLICATION
Wednesday, October 19, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, October 14, 2005ASSIGNED TO LIE
Tuesday, October 11, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 5, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, September 30, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 30, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, April 1, 2005NON-FINAL ACTION E-MAILED
Friday, April 1, 2005NON-FINAL ACTION WRITTEN
Friday, March 25, 2005ASSIGNED TO EXAMINER
Tuesday, August 31, 2004NEW APPLICATION ENTERED IN TRAM

Related Keywords

theory portfolio essential financial network global analysis risk investments field assessment calculator