GENERATIONAL PORTFOLIO SERVICE Trademark

Trademark Overview

On Wednesday, November 4, 2015, a trademark application was filed for GENERATIONAL PORTFOLIO SERVICE with the United States Patent and Trademark Office. The USPTO has given the GENERATIONAL PORTFOLIO SERVICE trademark a serial number of 86809306. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, September 17, 2025. This trademark is owned by First National Corporation. The GENERATIONAL PORTFOLIO SERVICE trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
generational portfolio service

General Information

Serial Number86809306
Word MarkGENERATIONAL PORTFOLIO SERVICE
Filing DateWednesday, November 4, 2015
Status800 - REGISTERED AND RENEWED
Status DateWednesday, September 17, 2025
Registration Number4960388
Registration DateTuesday, May 17, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 1, 2016

Trademark Statements

Goods and ServicesFinancial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
NOT AVAILABLE"PORTFOLIO SERVICE"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, November 9, 2015
Primary Code036
First Use Anywhere DateTuesday, September 1, 2015
First Use In Commerce DateTuesday, September 1, 2015

Trademark Owner History

Party NameFirst National Corporation
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressRockland, MA 02370
Party NameFirst National Corporation
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRockland, MA 02370
Party NameFirst National Corporation
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRockland, MA 02370

Trademark Events

Event DateEvent Description
Friday, November 20, 2015ASSIGNED TO EXAMINER
Friday, November 20, 2015NON-FINAL ACTION WRITTEN
Friday, November 20, 2015NON-FINAL ACTION E-MAILED
Friday, November 20, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, November 21, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, November 7, 2015NEW APPLICATION ENTERED
Monday, November 9, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 20, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 20, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, November 24, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, January 26, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, May 17, 2021TEAS SECTION 8 RECEIVED
Tuesday, September 21, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 21, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, January 22, 2016ASSIGNED TO LIE
Wednesday, February 10, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, March 1, 2016PUBLISHED FOR OPPOSITION
Tuesday, March 1, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 17, 2016REGISTERED-PRINCIPAL REGISTER
Monday, May 17, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, September 21, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, May 17, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, May 19, 2025TEAS SECTION 8 & 9 RECEIVED
Tuesday, September 16, 2025CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, September 17, 2025REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, September 17, 2025REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, September 17, 2025NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Related Keywords

service portfolio generational maintenance trading rebalancing needs management investment account namely services