GUIDED PORTFOLIO STRATEGY Trademark

Trademark Overview


On Tuesday, October 4, 2005, a trademark application was filed for GUIDED PORTFOLIO STRATEGY with the United States Patent and Trademark Office. The USPTO has given the GUIDED PORTFOLIO STRATEGY trademark a serial number of 78726448. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, April 7, 2017. This trademark is owned by Addison Avenue Financial Partners, LLC. The GUIDED PORTFOLIO STRATEGY trademark is filed in the Insurance & Financial Services category with the following description:

Investment services, namely financial planning and investment management services
guided portfolio strategy

General Information


Serial Number78726448
Word MarkGUIDED PORTFOLIO STRATEGY
Filing DateTuesday, October 4, 2005
Status710 - CANCELLED - SECTION 8
Status DateFriday, April 7, 2017
Registration Number3131481
Registration DateTuesday, August 15, 2006
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesInvestment services, namely financial planning and investment management services

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, April 7, 2017
Primary Code036
First Use Anywhere DateMonday, April 18, 2005
First Use In Commerce DateTuesday, May 3, 2005

Trademark Owner History


Party NameAddison Avenue Financial Partners, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPortland, OR 97204

Party NameAddison Avenue Financial Partners, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressRocklin, CA 95765

Trademark Events


Event DateEvent Description
Friday, April 7, 2017CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Saturday, August 15, 2015COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, July 23, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, July 23, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, January 31, 2012NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, January 31, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, January 31, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, January 4, 2012TEAS SECTION 8 RECEIVED
Tuesday, August 15, 2006REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, July 5, 2006LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, June 30, 2006ASSIGNED TO LIE
Monday, June 26, 2006APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, June 22, 2006TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 16, 2006CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 16, 2006TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 24, 2006EXAMINER'S AMENDMENT/PRIORITY ACTION MAILED
Monday, April 24, 2006EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED
Friday, April 7, 2006NON-FINAL ACTION MAILED
Thursday, April 6, 2006NON-FINAL ACTION WRITTEN
Thursday, April 6, 2006ASSIGNED TO EXAMINER
Friday, October 7, 2005NEW APPLICATION ENTERED IN TRAM