MERRILL LYNCH STRATEGIC PORTFOLIO ADVISOR Trademark

Trademark Overview

On Tuesday, November 28, 2000, a trademark application was filed for MERRILL LYNCH STRATEGIC PORTFOLIO ADVISOR with the United States Patent and Trademark Office. The USPTO has given the MERRILL LYNCH STRATEGIC PORTFOLIO ADVISOR trademark a serial number of 76172141. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, April 4, 2023. This trademark is owned by Merrill Lynch & Co., Inc.. The MERRILL LYNCH STRATEGIC PORTFOLIO ADVISOR trademark is filed in the Insurance & Financial Services category with the following description:

financial services, namely consulting and advisory services for retirement plans, union pension funds, endowments and trust funds
merrill lynch strategic portfolio advisor

General Information

Serial Number76172141
Word MarkMERRILL LYNCH STRATEGIC PORTFOLIO ADVISOR
Filing DateTuesday, November 28, 2000
Status800 - REGISTERED AND RENEWED
Status DateTuesday, April 4, 2023
Registration Number2623491
Registration DateTuesday, September 24, 2002
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 2, 2002

Trademark Statements

Goods and Servicesfinancial services, namely consulting and advisory services for retirement plans, union pension funds, endowments and trust funds
Disclaimer with Predetermined Text"STRATEGIC PORTFOLIO ADVISOR"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, December 7, 2000
Primary Code036
First Use Anywhere DateTuesday, May 31, 1994
First Use In Commerce DateTuesday, May 31, 1994

Trademark Owner History

Party NameBANK OF AMERICA CORPORATION
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHARLOTTE, NC 29255
Party NameBANK OF AMERICA CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHARLOTTE, NC 29255
Party NameMerrill Lynch & Co., Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressNew York, NY 10038
Party NameMerrill Lynch & Co., Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressNew York, NY 10038
Party NameMerrill Lynch & Co., Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNew York, NY 10038

Trademark Events

Event DateEvent Description
Tuesday, April 4, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, April 4, 2023REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Tuesday, April 4, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, April 4, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, September 23, 2022TEAS SECTION 8 & 9 RECEIVED
Friday, September 24, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, April 9, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, September 24, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, September 24, 2012REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, September 24, 2012REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, September 21, 2012TEAS SECTION 8 & 9 RECEIVED
Thursday, February 23, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 7, 2011ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 7, 2011TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, March 3, 2010AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Thursday, December 13, 2007CASE FILE IN TICRS
Wednesday, October 31, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, October 25, 2007ASSIGNED TO PARALEGAL
Tuesday, October 16, 2007TEAS SECTION 8 & 15 RECEIVED
Tuesday, September 24, 2002REGISTERED-PRINCIPAL REGISTER
Tuesday, July 2, 2002PUBLISHED FOR OPPOSITION
Wednesday, June 12, 2002NOTICE OF PUBLICATION
Wednesday, March 6, 2002APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, December 7, 2001CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, June 20, 2001NON-FINAL ACTION MAILED
Monday, May 21, 2001ASSIGNED TO EXAMINER
Thursday, May 17, 2001ASSIGNED TO EXAMINER
Wednesday, April 11, 2001ASSIGNED TO EXAMINER

Related Keywords

advisor portfolio strategic lynch merrill funds services pension trust union endowments retirement namely consulting advisory