| Serial Number | 76496359 |
| Word Mark | PES PORTFOLIO EVALUATION SERVICE |
| Filing Date | Monday, March 10, 2003 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Sunday, August 10, 2014 |
| Registration Number | 2878581 |
| Registration Date | Tuesday, August 31, 2004 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 8, 2004 |
| Goods and Services | printed materials and information materials, namely reference books, pamphlets, printed bulletins, magazines, newsletters, and brochures relating to accounting, cost reporting, and tax services |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Goods and Services | accounting and cost reporting services, in the nature of reporting cost basis, gain or loss information, and other current market value, and other tax-lot information relating to securities and investment portfolios |
| Disclaimer with Predetermined Text | Portfolio Evaluation Service |
| International Class | 016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks. |
| US Class Codes | 002, 005, 022, 023, 029, 037, 038, 050 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 26, 2003 |
| Primary Code | 016 |
| First Use Anywhere Date | Friday, December 31, 1999 |
| First Use In Commerce Date | Friday, December 31, 1999 |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, March 26, 2003 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, December 31, 1999 |
| First Use In Commerce Date | Friday, December 31, 1999 |
| Party Name | PERSHING INVESTMENTS LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEWARK, DE 19711 |
| Party Name | PERSHING INVESTMENTS LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEWARK, DE 19711 |
| Party Name | PERSHING INVESTMENTS LLC |
| Party Type | 11 - New Owner Before Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | NEWARK, DE 19711 |
| Party Name | DLJ Long Term Investment Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Chicago, IL 60606 |
| Event Date | Event Description |
| Thursday, August 31, 2023 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Sunday, August 10, 2014 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Sunday, August 10, 2014 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Sunday, August 10, 2014 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Saturday, August 9, 2014 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, July 23, 2014 | TEAS SECTION 8 & 9 RECEIVED |
| Tuesday, March 15, 2011 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Tuesday, March 15, 2011 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Friday, February 25, 2011 | TEAS SECTION 8 & 15 RECEIVED |
| Wednesday, June 24, 2009 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, February 20, 2008 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Wednesday, February 20, 2008 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, August 31, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Monday, August 9, 2004 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, June 8, 2004 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 19, 2004 | NOTICE OF PUBLICATION |
| Thursday, March 25, 2004 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, February 10, 2004 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 10, 2004 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 9, 2003 | NON-FINAL ACTION MAILED |
| Tuesday, August 19, 2003 | ASSIGNED TO EXAMINER |
| Wednesday, July 16, 2003 | PAPER RECEIVED |