| Serial Number | 86082136 |
| Word Mark | PORTFOLIO EFFICIENCY ANALYSIS |
| Filing Date | Thursday, October 3, 2013 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, October 26, 2015 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that analyzes an investor's current portfolio of securities and compares it to a financial advisor's proposed line-up of securities, including asset diversification, internal costs and historical performance for business or commercial purposes |
| Goods and Services | Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, July 24, 2014 |
| Primary Code | 035 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, October 10, 2013 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| Party Name | The Advisor Lab, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Philadelphia, PA 19102 |
| Event Date | Event Description |
| Tuesday, October 27, 2015 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
| Monday, October 26, 2015 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Friday, March 20, 2015 | NON-FINAL ACTION MAILED |
| Friday, March 20, 2015 | NON-FINAL ACTION WRITTEN |
| Tuesday, February 17, 2015 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, February 17, 2015 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, February 17, 2015 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Thursday, August 14, 2014 | FINAL REFUSAL MAILED |
| Wednesday, August 13, 2014 | FINAL REFUSAL WRITTEN |
| Thursday, July 24, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, July 24, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, July 24, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, January 24, 2014 | NON-FINAL ACTION MAILED |
| Thursday, January 23, 2014 | NON-FINAL ACTION WRITTEN |
| Thursday, January 16, 2014 | ASSIGNED TO EXAMINER |
| Thursday, October 10, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, October 7, 2013 | NEW APPLICATION ENTERED IN TRAM |