INDEX PORTFOLIO TOOLS Trademark

Trademark Overview


On Wednesday, March 20, 2013, a trademark application was filed for INDEX PORTFOLIO TOOLS with the United States Patent and Trademark Office. The USPTO has given the INDEX PORTFOLIO TOOLS trademark a serial number of 85881752. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, January 1, 2021. This trademark is owned by Index Portfolio Tools, LLC. The INDEX PORTFOLIO TOOLS trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, financial planning, investment analysis, portfolio allocation and recommendations for selecting financial instruments, investments, and indexes; financial services offered via a global computer network, namely, financial planning, investment analysis, portfolio allocation and recommendations for selecting financial instruments, investments, and indexes; financial guidance information services related to investments, personal finance, savings, retirement, education, insurance, credit and real estate
index portfolio tools

General Information


Serial Number85881752
Word MarkINDEX PORTFOLIO TOOLS
Filing DateWednesday, March 20, 2013
Status710 - CANCELLED - SECTION 8
Status DateFriday, January 1, 2021
Registration Number4540780
Registration DateTuesday, May 27, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Disclaimer with Predetermined Text"INDEX PORTFOLIO"
Goods and ServicesFinancial services, namely, financial planning, investment analysis, portfolio allocation and recommendations for selecting financial instruments, investments, and indexes; financial services offered via a global computer network, namely, financial planning, investment analysis, portfolio allocation and recommendations for selecting financial instruments, investments, and indexes; financial guidance information services related to investments, personal finance, savings, retirement, education, insurance, credit and real estate

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, January 1, 2021
Primary Code036
First Use Anywhere DateMonday, November 14, 2011
First Use In Commerce DateMonday, November 14, 2011

Trademark Owner History


Party NameIndex Portfolio Tools, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSaint Michaels, MD 21663

Party NameIndex Portfolio Tools, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSaint Michaels, MD 21663

Trademark Events


Event DateEvent Description
Friday, January 1, 2021CANCELLED SEC. 8 (6-YR)
Monday, May 27, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 27, 2014REGISTERED-SUPPLEMENTAL REGISTER
Thursday, April 24, 2014LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, April 24, 2014ASSIGNED TO LIE
Wednesday, April 2, 2014APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, March 11, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 10, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 10, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, January 14, 2014NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, January 14, 2014NON-FINAL ACTION E-MAILED
Tuesday, January 14, 2014NON-FINAL ACTION WRITTEN
Monday, December 9, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, December 9, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, December 9, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, July 8, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, July 8, 2013NON-FINAL ACTION E-MAILED
Monday, July 8, 2013NON-FINAL ACTION WRITTEN
Thursday, June 27, 2013ASSIGNED TO EXAMINER
Monday, March 25, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, March 23, 2013NEW APPLICATION ENTERED IN TRAM