| Serial Number | 77881701 |
| Word Mark | OPTIMAL PORTFOLIO |
| Filing Date | Saturday, November 28, 2009 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Wednesday, July 24, 2019 |
| Registration Number | 3817760 |
| Registration Date | Tuesday, July 13, 2010 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, April 27, 2010 |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | Cash management; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities |
| 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 | Thursday, December 3, 2009 |
| Primary Code | 036 |
| First Use Anywhere Date | Thursday, October 1, 2009 |
| First Use In Commerce Date | Saturday, October 17, 2009 |
| Party Name | Optimal Portfolio LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Princeton Junction, NJ 08550 |
| Party Name | Optimal Portfolio LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Princeton Junction, NJ 08550 |
| Party Name | Optimal Portfolio LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Princeton Junction, NJ 08550 |
| Event Date | Event Description |
| Wednesday, July 24, 2019 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Wednesday, July 24, 2019 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Wednesday, July 24, 2019 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Tuesday, July 23, 2019 | TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED |
| Tuesday, July 23, 2019 | POST REGISTRATION ACTION MAILED - SEC. 8 & 9 |
| Wednesday, July 17, 2019 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 15, 2019 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 15, 2019 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, July 13, 2019 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Monday, August 10, 2015 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Monday, August 10, 2015 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Monday, August 10, 2015 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Monday, July 13, 2015 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, July 13, 2015 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, July 13, 2015 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, July 13, 2010 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 27, 2010 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 27, 2010 | PUBLISHED FOR OPPOSITION |
| Tuesday, March 23, 2010 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, March 23, 2010 | ASSIGNED TO LIE |
| Monday, March 8, 2010 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 8, 2010 | EXAMINER'S AMENDMENT ENTERED |
| Monday, March 8, 2010 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Monday, March 8, 2010 | EXAMINERS AMENDMENT E-MAILED |
| Monday, March 8, 2010 | EXAMINERS AMENDMENT -WRITTEN |
| Monday, March 8, 2010 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, March 8, 2010 | NON-FINAL ACTION E-MAILED |
| Monday, March 8, 2010 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 3, 2010 | ASSIGNED TO EXAMINER |
| Thursday, December 3, 2009 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Wednesday, December 2, 2009 | NEW APPLICATION ENTERED IN TRAM |