OBJECTIVE-BASED PORTFOLIO PLANNER Trademark

Trademark Overview

On Wednesday, December 14, 2011, a trademark application was filed for OBJECTIVE-BASED PORTFOLIO PLANNER with the United States Patent and Trademark Office. The USPTO has given the OBJECTIVE-BASED PORTFOLIO PLANNER trademark a serial number of 85495145. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, August 18, 2022. This trademark is owned by American Funds Distributors, Inc.. The OBJECTIVE-BASED PORTFOLIO PLANNER trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Providing temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning
objective-based portfolio planner

General Information

Serial Number85495145
Word MarkOBJECTIVE-BASED PORTFOLIO PLANNER
Filing DateWednesday, December 14, 2011
Status800 - REGISTERED AND RENEWED
Status DateThursday, August 18, 2022
Registration Number4192211
Registration DateTuesday, August 14, 2012
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesProviding temporary use of on-line non-downloadable software development tools for use in financial analysis in the fields of investment and retirement planning

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateWednesday, December 21, 2011
Primary Code042
First Use Anywhere DateThursday, May 12, 2011
First Use In Commerce DateThursday, May 12, 2011

Trademark Owner History

Party NameAmerican Funds Distributors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071
Party NameAmerican Funds Distributors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Trademark Events

Event DateEvent Description
Thursday, August 18, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, August 18, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, August 18, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, August 16, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, February 24, 2022TEAS SECTION 8 & 9 RECEIVED
Monday, February 14, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, February 14, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 14, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, August 14, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, October 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 25, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 25, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 12, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, October 12, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Thursday, October 12, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 12, 2017TEAS SECTION 8 RECEIVED
Tuesday, September 12, 2017TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 14, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, April 15, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, April 15, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 14, 2012REGISTERED-SUPPLEMENTAL REGISTER
Saturday, July 7, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, July 7, 2012ASSIGNED TO LIE
Monday, June 18, 2012APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, June 18, 2012PREVIOUS ALLOWANCE COUNT WITHDRAWN
Monday, June 18, 2012APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, May 26, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 25, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 25, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, March 27, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, March 27, 2012NON-FINAL ACTION E-MAILED
Tuesday, March 27, 2012NON-FINAL ACTION WRITTEN
Wednesday, March 21, 2012ASSIGNED TO EXAMINER
Wednesday, December 21, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 17, 2011NEW APPLICATION ENTERED

Related Keywords

planner portfolio based objective fields analysis investment retirement planning financial tools line temporary downloadable