PORTFOLIO ANALYZER Trademark

Trademark Overview

On Wednesday, December 14, 2011, a trademark application was filed for PORTFOLIO ANALYZER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO ANALYZER trademark a serial number of 85495221. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, September 20, 2022. This trademark is owned by American Funds Distributors, Inc.. The PORTFOLIO ANALYZER trademark is filed in the Insurance & Financial Services category with the following description:

Providing on-line financial calculators
portfolio analyzer

General Information

Serial Number85495221
Word MarkPORTFOLIO ANALYZER
Filing DateWednesday, December 14, 2011
Status800 - REGISTERED AND RENEWED
Status DateTuesday, September 20, 2022
Registration Number4192215
Registration DateTuesday, August 14, 2012
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesProviding on-line financial calculators

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, December 21, 2011
Primary Code036
First Use Anywhere DateThursday, May 12, 2011
First Use In Commerce DateThursday, May 12, 2011

Trademark Owner History

Party NameCAPITAL CLIENT GROUP, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressLOS ANGELES, CA 90071
Party NameAmerican Funds Distributors, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071
Party NameAmerican Funds Distributors, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressLos Angeles, CA 90071

Trademark Events

Event DateEvent Description
Saturday, December 17, 2011NEW APPLICATION ENTERED
Wednesday, December 21, 2011NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, March 21, 2012ASSIGNED TO EXAMINER
Friday, May 25, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 25, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Saturday, May 26, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 18, 2012APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Saturday, July 7, 2012ASSIGNED TO LIE
Saturday, July 7, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, August 14, 2012REGISTERED-SUPPLEMENTAL REGISTER
Friday, April 15, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 27, 2012NON-FINAL ACTION WRITTEN
Tuesday, March 27, 2012NON-FINAL ACTION E-MAILED
Tuesday, March 27, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, April 15, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, December 7, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, December 7, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, September 29, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, September 29, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Monday, August 14, 2017COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, September 7, 2017TEAS SECTION 8 RECEIVED
Thursday, October 25, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 9, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Saturday, August 14, 2021COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Monday, February 14, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, February 14, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 14, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, March 25, 2022TEAS SECTION 8 & 9 RECEIVED
Friday, September 29, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Thursday, October 25, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 9, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 20, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 20, 2022REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, September 20, 2022REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, September 20, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, February 12, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

analyzer portfolio calculators financial line providing