PERSONAL CFO Trademark

Trademark Overview


On Tuesday, September 3, 1996, a trademark application was filed for PERSONAL CFO with the United States Patent and Trademark Office. The USPTO has given the PERSONAL CFO trademark a serial number of 75160734. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Thursday, May 2, 2019. This trademark is owned by REINHARDT, WERBA, BOWEN, INC.. The PERSONAL CFO trademark is filed in the Insurance & Financial Services category with the following description:

investment advising services
personal cfo

General Information


Serial Number75160734
Word MarkPERSONAL CFO
Filing DateTuesday, September 3, 1996
Status710 - CANCELLED - SECTION 8
Status DateThursday, May 2, 2019
Registration Number2157578
Registration DateTuesday, May 12, 1998
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 1, 1997

Trademark Statements


Goods and Servicesinvestment advising services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateThursday, May 2, 2019
Primary Code036
First Use Anywhere DateThursday, August 1, 1996
First Use In Commerce DateFriday, January 31, 1997

Trademark Owner History


Party NameLORING WARD GROUP, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95113

Party NameREINHARDT, WERBA, BOWEN, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95129

Party NameREINHARDT, WERBA, BOWEN, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95129

Party NameREINHARDT, WERBA, BOWEN, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Jose, CA 95129

Trademark Events


Event DateEvent Description
Thursday, May 2, 2019CANCELLED SEC. 8 (10-YR)
Thursday, May 18, 2017APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, May 18, 2017TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, May 12, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, June 23, 2010APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, June 23, 2010TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, May 26, 2008REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, May 26, 2008REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, May 21, 2008ASSIGNED TO PARALEGAL
Friday, May 9, 2008TEAS SECTION 8 & 9 RECEIVED
Wednesday, August 15, 2007CASE FILE IN TICRS
Wednesday, May 23, 2007ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, October 4, 2006REVIEW OF CORRESPONDENCE COMPLETE
Friday, September 22, 2006APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 22, 2006TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, October 4, 2005PAPER RECEIVED
Tuesday, August 9, 2005REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, August 5, 2005POST REGISTRATION ACTION CORRECTION
Friday, August 5, 2005ASSIGNED TO PARALEGAL
Monday, May 17, 2004REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, May 12, 1998REGISTERED-PRINCIPAL REGISTER
Monday, March 9, 1998ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, March 5, 1998ASSIGNED TO EXAMINER
Thursday, February 26, 1998STATEMENT OF USE PROCESSING COMPLETE
Friday, January 9, 1998USE AMENDMENT FILED
Tuesday, September 23, 1997NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 1, 1997PUBLISHED FOR OPPOSITION
Friday, May 30, 1997NOTICE OF PUBLICATION
Friday, May 2, 1997APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, April 29, 1997EXAMINER'S AMENDMENT MAILED
Thursday, April 24, 1997ASSIGNED TO EXAMINER