PORTFOLIO BY WELLS FARGO PREMIER Trademark

Trademark Overview


On Wednesday, November 30, 2016, a trademark application was filed for PORTFOLIO BY WELLS FARGO PREMIER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO BY WELLS FARGO PREMIER trademark a serial number of 87252448. The federal status of this trademark filing is REGISTERED as of Tuesday, March 27, 2018. This trademark is owned by Wells Fargo & Company. The PORTFOLIO BY WELLS FARGO PREMIER trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Financial services, namely, wealth management services; providing personalized portfolio recommendations and detailed investment strategy directed particularly, but not exclusively, for high wealth individuals and families; financial planning and investment advisory services, namely, investment consultation, investment brokerage, and investment management services; retirement fund investment services; insurance information and consultancy services; banking services; electronic banking via a global computer network; ATM banking services; mortgage banking services; financial services, namely, credit card and debit card payment processing services; credit card and debit card services, namely, issuing of credit and debit cards

Arranging and conducting incentive reward programs to promote the sale of banking and credit card services; promoting the sale of banking and credit card accounts through the administration of incentive award programs; providing a rewards program that provides customers with discounts on products and services
portfolio by wells fargo premier

General Information


Serial Number87252448
Word MarkPORTFOLIO BY WELLS FARGO PREMIER
Filing DateWednesday, November 30, 2016
Status700 - REGISTERED
Status DateTuesday, March 27, 2018
Registration Number5434281
Registration DateTuesday, March 27, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 9, 2017

Trademark Statements


Goods and ServicesFinancial services, namely, wealth management services; providing personalized portfolio recommendations and detailed investment strategy directed particularly, but not exclusively, for high wealth individuals and families; financial planning and investment advisory services, namely, investment consultation, investment brokerage, and investment management services; retirement fund investment services; insurance information and consultancy services; banking services; electronic banking via a global computer network; ATM banking services; mortgage banking services; financial services, namely, credit card and debit card payment processing services; credit card and debit card services, namely, issuing of credit and debit cards
Goods and ServicesArranging and conducting incentive reward programs to promote the sale of banking and credit card services; promoting the sale of banking and credit card accounts through the administration of incentive award programs; providing a rewards program that provides customers with discounts on products and services
Disclaimer with Predetermined Text"PORTFOLIO"

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 6, 2016
Primary Code035
First Use Anywhere DateFriday, March 31, 2017
First Use In Commerce DateFriday, March 31, 2017

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 6, 2016
Primary Code036
First Use Anywhere DateFriday, March 31, 2017
First Use In Commerce DateFriday, March 31, 2017

Trademark Owner History


Party NameWells Fargo & Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Party NameWells Fargo & Company
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Party NameWells Fargo & Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Trademark Events


Event DateEvent Description
Monday, March 27, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Thursday, February 6, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 6, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, March 27, 2018REGISTERED-PRINCIPAL REGISTER
Wednesday, February 21, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, February 20, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, January 18, 2018STATEMENT OF USE PROCESSING COMPLETE
Thursday, January 4, 2018USE AMENDMENT FILED
Wednesday, January 17, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, January 4, 2018TEAS STATEMENT OF USE RECEIVED
Tuesday, July 4, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, May 9, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 9, 2017PUBLISHED FOR OPPOSITION
Wednesday, April 19, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sunday, March 12, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Sunday, March 12, 2017EXAMINER'S AMENDMENT ENTERED
Sunday, March 12, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sunday, March 12, 2017EXAMINERS AMENDMENT E-MAILED
Sunday, March 12, 2017EXAMINERS AMENDMENT -WRITTEN
Saturday, March 4, 2017ASSIGNED TO EXAMINER
Tuesday, December 6, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Saturday, December 3, 2016NEW APPLICATION ENTERED