METALS IQ PORTFOLIO BUILDER Trademark

Trademark Overview


On Wednesday, July 14, 2021, a trademark application was filed for METALS IQ PORTFOLIO BUILDER with the United States Patent and Trademark Office. The USPTO has given the METALS IQ PORTFOLIO BUILDER trademark a serial number of 90828135. The federal status of this trademark filing is SU - NON-FINAL ACTION - MAILED as of Thursday, February 22, 2024. This trademark is owned by U.S. Money Reserve, Inc.. The METALS IQ PORTFOLIO BUILDER trademark is filed in the Insurance & Financial Services category with the following description:

Financial consulting services; financial advice, namely, advice to clients regarding the purchase of precious metal coins and trading in precious metals for investment purposes and financial planning for retirement; financial services in the nature of precious metals trading
metals iq portfolio builder

General Information


Serial Number90828135
Word MarkMETALS IQ PORTFOLIO BUILDER
Filing DateWednesday, July 14, 2021
Status807 - SU - NON-FINAL ACTION - MAILED
Status DateThursday, February 22, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, November 15, 2022

Trademark Statements


Description of MarkThe mark consists of the word "METALS" in silver with the letter "E" comprised of three horizontal lines with the top line in gold and 2 other lines in silver with the words "PORTFOLIO BUILDER" appearing underneath in silver and above raised to the right the letters "IQ" in gold and all appearing on a black rectangle.
Goods and ServicesFinancial consulting services; financial advice, namely, advice to clients regarding the purchase of precious metal coins and trading in precious metals for investment purposes and financial planning for retirement; financial services in the nature of precious metals trading
Indication of Colors claimedThe color(s) silver, gold, black is/are claimed as a feature of the mark.
Disclaimer with Predetermined Text"METALS" AND "PORTFOLIO BUILDER"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, September 17, 2021
Primary Code036
First Use Anywhere DateWednesday, February 10, 2021
First Use In Commerce DateWednesday, February 10, 2021

Trademark Owner History


Party NameU.S. Money Reserve, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressAustin, TX 787301111

Party NameU.S. Money Reserve, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAustin, TX 787301111

Trademark Events


Event DateEvent Description
Tuesday, February 27, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, February 22, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 22, 2024NON-FINAL ACTION E-MAILED
Thursday, February 22, 2024SU - NON-FINAL ACTION - WRITTEN
Monday, February 5, 2024STATEMENT OF USE PROCESSING COMPLETE
Tuesday, January 16, 2024USE AMENDMENT FILED
Monday, February 5, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, January 16, 2024TEAS STATEMENT OF USE RECEIVED
Friday, January 12, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, January 10, 2024SOU EXTENSION 2 GRANTED
Wednesday, January 10, 2024SOU EXTENSION 2 FILED
Wednesday, January 10, 2024SOU TEAS EXTENSION RECEIVED
Wednesday, July 12, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Monday, July 10, 2023SOU EXTENSION 1 GRANTED
Monday, July 10, 2023SOU EXTENSION 1 FILED
Monday, July 10, 2023SOU TEAS EXTENSION RECEIVED
Tuesday, January 10, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, November 15, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, November 15, 2022PUBLISHED FOR OPPOSITION
Wednesday, October 26, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, October 11, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 7, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, October 7, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 7, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, August 11, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, August 11, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 11, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 11, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 11, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, July 20, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, July 20, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 20, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, April 11, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 11, 2022NON-FINAL ACTION E-MAILED
Monday, April 11, 2022NON-FINAL ACTION WRITTEN
Monday, April 4, 2022ASSIGNED TO EXAMINER
Saturday, September 18, 2021NOTICE OF DESIGN SEARCH CODE E-MAILED
Friday, September 17, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, July 17, 2021NEW APPLICATION ENTERED