GENERATIONAL PORTFOLIO SOLUTION Trademark

Trademark Overview


On Wednesday, August 5, 2015, a trademark application was filed for GENERATIONAL PORTFOLIO SOLUTION with the United States Patent and Trademark Office. The USPTO has given the GENERATIONAL PORTFOLIO SOLUTION trademark a serial number of 86715873. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 22, 2024. This trademark is owned by First National Corporation. The GENERATIONAL PORTFOLIO SOLUTION trademark is filed in the Insurance & Financial Services category with the following description:

Financial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios
generational portfolio solution

General Information


Serial Number86715873
Word MarkGENERATIONAL PORTFOLIO SOLUTION
Filing DateWednesday, August 5, 2015
Status710 - CANCELLED - SECTION 8
Status DateFriday, March 22, 2024
Registration Number5283438
Registration DateTuesday, September 12, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 16, 2016

Trademark Statements


Goods and ServicesFinancial portfolio management; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios
Disclaimer with Predetermined Text"PORTFOLIO SOLUTION"

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, March 22, 2024
Primary Code036
First Use Anywhere DateTuesday, September 1, 2015
First Use In Commerce DateTuesday, September 1, 2015

Trademark Owner History


Party NamePORTFOLIO SOLUTIONS, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressTROY, MI 48084

Party NamePORTFOLIO SOLUTIONS, LLC
Party Type21 - New Owner After Publication
Legal Entity Type16 - Limited Liability Company
AddressTROY, MI 48084

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, March 22, 2024CANCELLED SEC. 8 (6-YR)
Monday, September 12, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, September 20, 2017ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, September 20, 2017TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 12, 2017REGISTERED-PRINCIPAL REGISTER
Wednesday, August 9, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, August 4, 2017TTAB RELEASE CASE TO TRADEMARKS
Friday, August 4, 2017OPPOSITION TERMINATED NO. 999999
Friday, August 4, 2017OPPOSITION DISMISSED NO. 999999
Thursday, March 17, 2016OPPOSITION INSTITUTED NO. 999999
Thursday, March 17, 2016OPPOSITION PAPERS RECEIVED AT TTAB
Tuesday, February 16, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 16, 2016PUBLISHED FOR OPPOSITION
Wednesday, January 27, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 24, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, November 21, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, November 20, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 20, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Saturday, November 21, 2015NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Friday, November 20, 2015USE AMENDMENT ACCEPTED
Friday, November 20, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 20, 2015NON-FINAL ACTION E-MAILED
Friday, November 20, 2015NON-FINAL ACTION WRITTEN
Tuesday, November 17, 2015ASSIGNED TO EXAMINER
Friday, September 25, 2015AMENDMENT TO USE PROCESSING COMPLETE
Friday, September 25, 2015USE AMENDMENT FILED
Thursday, September 24, 2015TEAS AMENDMENT OF USE RECEIVED
Tuesday, August 11, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, August 8, 2015NEW APPLICATION ENTERED