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 REGISTERED as of Tuesday, September 17, 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
Status700 - REGISTERED
Status DateTuesday, September 17, 2024
Registration Number7508139
Registration DateTuesday, September 17, 2024
Mark Drawing3 - 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" with the letter "E" comprised of three horizontal lines with the words "PORTFOLIO BUILDER" appearing underneath and above raised to the right the letters "IQ".
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
NOT AVAILABLE"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 Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressAustin, TX 787301111
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
Monday, April 4, 2022ASSIGNED TO EXAMINER
Saturday, July 17, 2021NEW APPLICATION ENTERED
Friday, September 17, 2021NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, September 18, 2021NOTICE OF DESIGN SEARCH CODE E-MAILED
Monday, April 11, 2022NON-FINAL ACTION WRITTEN
Monday, April 11, 2022NON-FINAL ACTION E-MAILED
Monday, April 11, 2022NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, July 20, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, July 20, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, July 20, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 11, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, August 11, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 11, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, August 11, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, August 11, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, October 7, 2022TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, October 7, 2022CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, October 7, 2022TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, October 11, 2022APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, October 26, 2022NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, November 15, 2022PUBLISHED FOR OPPOSITION
Tuesday, November 15, 2022OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 10, 2023NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Monday, July 10, 2023SOU TEAS EXTENSION RECEIVED
Monday, July 10, 2023SOU EXTENSION 1 FILED
Monday, July 10, 2023SOU EXTENSION 1 GRANTED
Wednesday, July 12, 2023NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, January 10, 2024SOU TEAS EXTENSION RECEIVED
Wednesday, January 10, 2024SOU EXTENSION 2 FILED
Wednesday, January 10, 2024SOU EXTENSION 2 GRANTED
Friday, January 12, 2024NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, January 16, 2024USE AMENDMENT FILED
Tuesday, January 16, 2024TEAS STATEMENT OF USE RECEIVED
Monday, February 5, 2024CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, February 5, 2024STATEMENT OF USE PROCESSING COMPLETE
Thursday, February 22, 2024NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, February 22, 2024SU - NON-FINAL ACTION - WRITTEN
Thursday, February 22, 2024NON-FINAL ACTION E-MAILED
Tuesday, February 27, 2024TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, August 12, 2024ASSIGNED TO LIE
Tuesday, August 13, 2024CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 13, 2024EXAMINERS AMENDMENT E-MAILED
Tuesday, August 13, 2024ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, August 13, 2024TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 13, 2024EXAMINER'S AMENDMENT ENTERED
Tuesday, August 13, 2024NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, August 13, 2024ASSIGNED TO EXAMINER
Tuesday, August 13, 2024NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, August 13, 2024SU-EXAMINER'S AMENDMENT WRITTEN
Tuesday, September 17, 2024REGISTERED-PRINCIPAL REGISTER
Tuesday, September 2, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 2, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Tuesday, September 2, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 2, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 17, 2024NOTICE OF REGISTRATION CONFIRMATION EMAILED

Related Keywords

builder portfolio metals financial precious trading services advice investment planning nature retirement