OPTIMUM DIVERSIFIED PORTFOLIO Trademark
Trademark Overview
On Friday, September 5, 2014, a trademark application was filed for OPTIMUM DIVERSIFIED PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the OPTIMUM DIVERSIFIED PORTFOLIO trademark a serial number of 86386341. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 24, 2025. The OPTIMUM DIVERSIFIED PORTFOLIO trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:
Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development
Preparation of reports relating to finance and investments
General Information
| Serial Number | 86386341 |
| Word Mark | OPTIMUM DIVERSIFIED PORTFOLIO |
| Filing Date | Friday, September 5, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 24, 2025 |
| Registration Number | 4720205 |
| Registration Date | Tuesday, April 14, 2015 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 27, 2015 |
Trademark Statements
| NOT AVAILABLE | "DIVERSIFIED PORTFOLIO" |
| Goods and Services | Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development |
| Goods and Services | Preparation of reports relating to finance and investments |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 24, 2025 |
| Primary Code | 035 |
| First Use Anywhere Date | Tuesday, July 9, 2013 |
| First Use In Commerce Date | Wednesday, July 10, 2013 |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 24, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 9, 2013 |
| First Use In Commerce Date | Wednesday, July 10, 2013 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | brentwood, TN 37027 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Knoxville, TN 37934 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Knoxville, TN 37934 |
Trademark Events
| Event Date | Event Description |
| Tuesday, September 9, 2014 | NEW APPLICATION ENTERED |
| Tuesday, September 16, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, December 17, 2014 | ASSIGNED TO EXAMINER |
| Thursday, December 18, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 7, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, January 27, 2015 | PUBLISHED FOR OPPOSITION |
| Tuesday, January 27, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 14, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, April 14, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, April 14, 2020 | TEAS SECTION 8 & 15 RECEIVED |
| Saturday, June 13, 2020 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Saturday, June 13, 2020 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, June 13, 2020 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Sunday, April 14, 2024 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Friday, October 24, 2025 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
