| Serial Number | 86242969 |
| Word Mark | OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO |
| Filing Date | Friday, April 4, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 13, 2021 |
| Registration Number | 4666240 |
| Registration Date | Tuesday, January 6, 2015 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, October 21, 2014 |
| Disclaimer with Predetermined Text | "DIVERSIFIED PORTFOLIO" AND "DIVERSIFIED TACTICAL PORTFOLIO" |
| Goods and Services | Preparation of reports relating to finance and investments |
| Goods and Services | Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; 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 information provided by electronic means in the field of investment portfolio management; Financial investment analysis and stock research; Financial investment in the field of portfolio management; Financial planning and investment advisory services; 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, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Securities trading and investing services for others via the internet |
| 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, August 13, 2021 |
| 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, August 13, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, July 9, 2013 |
| First Use In Commerce Date | Wednesday, July 10, 2013 |
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Knoxville, TN 37934 |
| 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 |
| Event Date | Event Description |
| Friday, August 13, 2021 | CANCELLED SEC. 8 (6-YR) |
| Monday, January 6, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, January 6, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 21, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, October 21, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, October 1, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, September 16, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, September 12, 2014 | ASSIGNED TO LIE |
| Monday, September 1, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, August 9, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, August 8, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 8, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, July 15, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2014 | NON-FINAL ACTION E-MAILED |
| Tuesday, July 15, 2014 | NON-FINAL ACTION WRITTEN |
| Friday, July 11, 2014 | ASSIGNED TO EXAMINER |
| Thursday, April 17, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, April 8, 2014 | NEW APPLICATION ENTERED IN TRAM |