INNOVATIVE PORTFOLIOS Trademark

Trademark Overview

On Tuesday, August 11, 2015, a trademark application was filed for INNOVATIVE PORTFOLIOS with the United States Patent and Trademark Office. The USPTO has given the INNOVATIVE PORTFOLIOS trademark a serial number of 86721675. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Friday, December 2, 2022. This trademark is owned by Sheaff Brock Capital Management LLC. The INNOVATIVE PORTFOLIOS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial portfolio management
innovative portfolios

General Information

Serial Number86721675
Word MarkINNOVATIVE PORTFOLIOS
Filing DateTuesday, August 11, 2015
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateFriday, December 2, 2022
Registration Number5205486
Registration DateTuesday, May 16, 2017
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 28, 2016

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services; Financial asset management; Financial planning and investment advisory services; Financial portfolio management
Disclaimer with Predetermined Text"PORTFOLIOS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, August 17, 2015
Primary Code036
First Use Anywhere DateFriday, February 17, 2017
First Use In Commerce DateFriday, February 17, 2017

Trademark Owner History

Party NameSheaff Brock Capital Management LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressIndianapolis, IN 46240
Party NameSheaff Brock Capital Management LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressIndianapolis, IN 46240
Party NameSheaff Brock Capital Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressIndianapolis, IN 46290

Trademark Events

Event DateEvent Description
Friday, December 2, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, December 2, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, December 2, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, May 20, 2022TEAS SECTION 8 & 15 RECEIVED
Monday, May 16, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 16, 2017REGISTERED-PRINCIPAL REGISTER
Wednesday, April 12, 2017NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 11, 2017ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, March 8, 2017STATEMENT OF USE PROCESSING COMPLETE
Monday, February 20, 2017USE AMENDMENT FILED
Friday, March 3, 2017CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 20, 2017TEAS STATEMENT OF USE RECEIVED
Tuesday, August 23, 2016NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, June 28, 2016OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, June 28, 2016PUBLISHED FOR OPPOSITION
Wednesday, June 8, 2016NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, May 25, 2016APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 24, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, May 23, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, May 23, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, November 30, 2015NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, November 30, 2015NON-FINAL ACTION E-MAILED
Monday, November 30, 2015NON-FINAL ACTION WRITTEN
Monday, November 23, 2015ASSIGNED TO EXAMINER
Monday, August 17, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, August 14, 2015NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfolios innovative financial services advisory management portfolio investment asset consultancy planning