PERFECTING THE PORTFOLIO Trademark

Trademark Overview

On Monday, August 13, 2007, a trademark application was filed for PERFECTING THE PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the PERFECTING THE PORTFOLIO trademark a serial number of 77253958. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, May 25, 2019. This trademark is owned by Envestnet Asset Management, Inc.. The PERFECTING THE PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

investment management and investing consulting services
perfecting the portfolio

General Information

Serial Number77253958
Word MarkPERFECTING THE PORTFOLIO
Filing DateMonday, August 13, 2007
Status800 - REGISTERED AND RENEWED
Status DateSaturday, May 25, 2019
Registration Number3658704
Registration DateTuesday, July 21, 2009
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, July 8, 2008

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO"
Goods and Servicesinvestment management and investing consulting services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, August 16, 2007
Primary Code036
First Use Anywhere DateFriday, August 31, 2007
First Use In Commerce DateFriday, August 31, 2007

Trademark Owner History

Party NameENVESTNET, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressCHICAGO, IL 60601
Party NameEnvestnet Asset Management, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameEnvestnet Asset Management, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60601
Party NameEnvestnet Asset Management, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60601

Trademark Events

Event DateEvent Description
Saturday, May 25, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, May 25, 2019REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, May 25, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, May 25, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 23, 2019TEAS SECTION 8 & 9 RECEIVED
Saturday, July 21, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, May 3, 2017AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, July 6, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Monday, July 6, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Monday, July 6, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, June 12, 2015TEAS SECTION 8 & 15 RECEIVED
Tuesday, July 21, 2009REGISTERED-PRINCIPAL REGISTER
Monday, June 22, 2009APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, June 22, 2009TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, June 12, 2009LAW OFFICE REGISTRATION REVIEW COMPLETED
Wednesday, May 27, 2009ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Friday, May 22, 2009TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, May 22, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, May 22, 2009TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, April 2, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, April 2, 2009NON-FINAL ACTION E-MAILED
Thursday, April 2, 2009SU - NON-FINAL ACTION - WRITTEN
Wednesday, April 1, 2009STATEMENT OF USE PROCESSING COMPLETE
Wednesday, March 11, 2009USE AMENDMENT FILED
Wednesday, April 1, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, March 11, 2009TEAS STATEMENT OF USE RECEIVED
Tuesday, September 30, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 8, 2008PUBLISHED FOR OPPOSITION
Wednesday, June 18, 2008NOTICE OF PUBLICATION
Friday, May 30, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, May 29, 2008ASSIGNED TO LIE
Thursday, May 29, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, May 27, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, May 27, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, May 27, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, November 27, 2007NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, November 27, 2007NON-FINAL ACTION E-MAILED
Tuesday, November 27, 2007NON-FINAL ACTION WRITTEN
Monday, November 19, 2007ASSIGNED TO EXAMINER
Thursday, August 16, 2007NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfolio perfecting services consulting investing management investment