ILLIQUIDITY DISCOUNT = RETURN PREMIUM Trademark

Trademark Overview

On Friday, August 12, 2016, a trademark application was filed for ILLIQUIDITY DISCOUNT = RETURN PREMIUM with the United States Patent and Trademark Office. The USPTO has given the ILLIQUIDITY DISCOUNT = RETURN PREMIUM trademark a serial number of 87136393. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, September 19, 2025. This trademark is owned by Portland Holdings Inc.. The ILLIQUIDITY DISCOUNT = RETURN PREMIUM trademark is filed in the Insurance & Financial Services category with the following description:

Brokerage and investment management services in the fields of investment funds, mutual funds, pooled funds, wrap account securities, segregated funds, and securities-based lines of credit; investment counseling and financial planning; and providing investment management services and customized investment portfolio management to private clients in the nature of high net worth individuals, family trusts and holding companies
illiquidity discount = return premium

General Information

Serial Number87136393
Word MarkILLIQUIDITY DISCOUNT = RETURN PREMIUM
Filing DateFriday, August 12, 2016
Status710 - CANCELLED - SECTION 8
Status DateFriday, September 19, 2025
Registration Number5688482
Registration DateTuesday, March 5, 2019
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 5, 2017

Trademark Statements

Goods and ServicesBrokerage and investment management services in the fields of investment funds, mutual funds, pooled funds, wrap account securities, segregated funds, and securities-based lines of credit; investment counseling and financial planning; and providing investment management services and customized investment portfolio management to private clients in the nature of high net worth individuals, family trusts and holding companies

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, September 19, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NamePortland Holdings Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBurlington, Ontario L7P4V7
CA
Party NamePortland Holdings Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBurlington, Ontario L7P4V7
CA
Party NamePortland Holdings Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBurlington, Ontario L7P4V7
CA

Trademark Events

Event DateEvent Description
Friday, December 2, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, August 16, 2016NEW APPLICATION ENTERED
Wednesday, August 17, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, November 25, 2016ASSIGNED TO EXAMINER
Friday, December 2, 2016NON-FINAL ACTION WRITTEN
Friday, December 2, 2016NON-FINAL ACTION E-MAILED
Monday, May 15, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, June 29, 2017SUSPENSION LETTER WRITTEN
Thursday, June 29, 2017LETTER OF SUSPENSION E-MAILED
Thursday, June 29, 2017NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Tuesday, October 31, 2017TEAS RESPONSE TO SUSPENSION INQUIRY RECEIVED
Wednesday, November 1, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 8, 2017ASSIGNED TO LIE
Friday, June 9, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 9, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 1, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, November 1, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 5, 2017PUBLISHED FOR OPPOSITION
Tuesday, December 18, 2018TEAS DELETE 1(B) BASIS RECEIVED
Tuesday, December 18, 2018NOTICE OF ALLOWANCE CANCELLED
Wednesday, November 15, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 5, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 30, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, April 11, 2018SOU TEAS EXTENSION RECEIVED
Wednesday, April 11, 2018SOU EXTENSION 1 FILED
Wednesday, April 11, 2018SOU EXTENSION 1 GRANTED
Friday, April 13, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, January 30, 2019SOU TEAS EXTENSION RECEIVED
Tuesday, March 5, 2019REGISTERED-PRINCIPAL REGISTER
Tuesday, January 29, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, January 31, 20191(B) BASIS DELETED; PROCEED TO REGISTRATION
Tuesday, March 5, 2024COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, September 19, 2025CANCELLED SEC. 8 (6-YR)

Related Keywords

premium return discount illiquidity investment funds management securities services nature clients portfolio customized high