| Serial Number | 87173623 |
| Word Mark | LIFESTAGE PORTFOLIOS |
| Filing Date | Friday, September 16, 2016 |
| Status | 702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED |
| Status Date | Thursday, November 13, 2025 |
| Registration Number | 5809776 |
| Registration Date | Tuesday, July 23, 2019 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 23, 2018 |
| Goods and Services | Financial asset management; financial investment services in the nature of financial asset management in the field of turnkey asset management; financial investment services, namely, financial investment brokerage, financial investment analysis, investment management; financial advisory services; financial and administrative services, namely, financial consultation, financial analysis, financial trust administration; financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a check or negotiable order of withdrawal or credit or debit card over a global data network; financial planning, advisory, and management services; financial portfolio analysis services; financial portfolio management; asset management, namely, cash management, investment management, financial risk management, capital investment consulting, and related services, namely, financial consultancy, excluding all of the above services used in connection with pension, retirement, and other employee benefit plan accounts for clergy and employees of churches and other church-related entities, and the beneficiaries of those individuals |
| NOT AVAILABLE | "PORTFOLIOS" |
| Pseudo Mark | LIFE STAGE PORTFOLIOS |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, September 21, 2016 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, March 18, 2009 |
| First Use In Commerce Date | Wednesday, March 18, 2009 |
| Party Name | Netherby Advisors LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Shelton, CT 06484 |
| Party Name | Netherby Advisors LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westport, CT 06880 |
| Party Name | Netherby Advisors LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Westport, CT 06880 |
| Event Date | Event Description |
| Tuesday, September 20, 2016 | NEW APPLICATION ENTERED |
| Wednesday, September 21, 2016 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 22, 2016 | NOTICE OF PSEUDO MARK E-MAILED |
| Thursday, December 22, 2016 | ASSIGNED TO EXAMINER |
| Wednesday, December 28, 2016 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 28, 2016 | NON-FINAL ACTION E-MAILED |
| Wednesday, December 28, 2016 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, June 26, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, June 26, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 26, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 13, 2017 | FINAL REFUSAL WRITTEN |
| Thursday, July 13, 2017 | FINAL REFUSAL E-MAILED |
| Thursday, July 13, 2017 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Thursday, December 7, 2017 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, December 7, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, December 8, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, December 11, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 3, 2018 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 23, 2018 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 23, 2018 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Wednesday, January 31, 2018 | EXTENSION OF TIME TO OPPOSE RECEIVED |
| Wednesday, July 25, 2018 | OPPOSITION INSTITUTED NO. 999999 |
| Thursday, June 13, 2019 | OPPOSITION DISMISSED NO. 999999 |
| Thursday, June 13, 2019 | OPPOSITION TERMINATED NO. 999999 |
| Thursday, June 13, 2019 | TTAB RELEASE CASE TO TRADEMARKS |
| Tuesday, July 23, 2019 | REGISTERED-PRINCIPAL REGISTER |
| Friday, December 15, 2023 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Friday, December 15, 2023 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Friday, December 15, 2023 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Friday, December 15, 2023 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, December 15, 2023 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Friday, December 15, 2023 | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS |
| Thursday, April 18, 2024 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Thursday, April 18, 2024 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Thursday, April 18, 2024 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, July 23, 2024 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, July 23, 2025 | TEAS SECTION 8 & 15 RECEIVED |
| Thursday, November 13, 2025 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Thursday, November 13, 2025 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Thursday, November 13, 2025 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |