PORTFOLIO CONNECTION Trademark

Trademark Overview


On Wednesday, April 12, 1995, a trademark application was filed for PORTFOLIO CONNECTION with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO CONNECTION trademark a serial number of 74662100. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, February 7, 2017. This trademark is owned by Union Bank. The PORTFOLIO CONNECTION trademark is filed in the Insurance & Financial Services category with the following description:

investment brokerage and providing brokerage account status and price quotes by phone
portfolio connection

General Information


Serial Number74662100
Word MarkPORTFOLIO CONNECTION
Filing DateWednesday, April 12, 1995
Status800 - REGISTERED AND RENEWED
Status DateTuesday, February 7, 2017
Registration Number2024584
Registration DateTuesday, December 17, 1996
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, January 9, 1996

Trademark Statements


Goods and Servicesinvestment brokerage and providing brokerage account status and price quotes by phone
Disclaimer with Predetermined Text"PORTFOLIO"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, June 26, 1995
Primary Code036
First Use Anywhere DateMonday, June 19, 1995
First Use In Commerce DateTuesday, September 5, 1995

Trademark Owner History


Party NameU.S. BANK NATIONAL ASSOCIATION
Party Type43 - New Owner After Registration
Legal Entity Type52 - NOT AVAILABLE
AddressMINNEAPOLIS, MN 55402

Party NameMUFG UNION BANK, NATIONAL ASSOCIATION
Party Type42 - New Owner After Registration
Legal Entity Type99 - Other
AddressSAN FRANCISCO, CA 94104

Party NameUNION BANK, NATIONAL ASSOCIATION
Party Type41 - New Owner After Registration
Legal Entity Type99 - Other
AddressSAN FRANCISCO, CA 94104

Party NameUNION BANK OF CALIFORNIA, N.A.
Party Type40 - New Owner After Registration
Legal Entity Type99 - Other
AddressSan Francisco, CA 94104

Party NameUnion Bank
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Party NameUnion Bank
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Party NameUnion Bank
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressSan Francisco, CA 94104

Trademark Events


Event DateEvent Description
Wednesday, July 19, 2023AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, February 7, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, February 7, 2017REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Tuesday, February 7, 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, February 7, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, December 5, 2016TEAS SECTION 8 & 9 RECEIVED
Monday, April 4, 2016ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, April 4, 2016TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, December 17, 2015COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, November 12, 2014AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, January 14, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, April 2, 2008APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, April 2, 2008TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, February 21, 2007REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, February 21, 2007REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, February 15, 2007ASSIGNED TO PARALEGAL
Wednesday, December 13, 2006REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Wednesday, December 13, 2006TEAS SECTION 8 & 9 RECEIVED
Tuesday, October 10, 2006TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, September 15, 2006CASE FILE IN TICRS
Friday, April 1, 2005TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, August 4, 2003TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 10, 2002REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, March 6, 2002REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, March 6, 2002PAPER RECEIVED
Tuesday, December 17, 1996REGISTERED-PRINCIPAL REGISTER
Tuesday, September 3, 1996ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, August 22, 1996STATEMENT OF USE PROCESSING COMPLETE
Tuesday, May 28, 1996USE AMENDMENT FILED
Tuesday, April 2, 1996NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 9, 1996PUBLISHED FOR OPPOSITION
Friday, December 8, 1995NOTICE OF PUBLICATION
Friday, September 29, 1995APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 19, 1995EXAMINER'S AMENDMENT MAILED
Thursday, September 7, 1995ASSIGNED TO EXAMINER