| Serial Number | 85878671 |
| Word Mark | PORTFOLIO INSIGHT |
| Filing Date | Monday, March 18, 2013 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, July 17, 2020 |
| Registration Number | 4446866 |
| Registration Date | Tuesday, December 10, 2013 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, September 24, 2013 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Description of Mark | The mark consists of the wording "PORTFOLIO INSIGHT", with each word printed on a separate line, "PORTFOLIO" being positioned above and partly to the left of "INSIGHT", and "INSIGHT" being printed in larger type. The second "O" in "PORTFOLIO" consists of a stylized representation of a viewing lens. |
| Goods and Services | Financial planning and investment advisory services; financial investment analysis and stock research |
| Goods and Services | Software as a service (SAAS) services featuring software that enables financial professionals to perform investment analysis and stock research and create customized client reports |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 17, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, May 15, 2009 |
| First Use In Commerce Date | Friday, May 15, 2009 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, July 17, 2020 |
| Primary Code | 042 |
| First Use Anywhere Date | Friday, May 15, 2009 |
| First Use In Commerce Date | Friday, May 15, 2009 |
| Party Name | John Hancock Life Insurance Company (U.S.A.) |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02117 |
| Party Name | John Hancock Life Insurance Company (U.S.A.) |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02210 |
| Party Name | John Hancock Life Insurance Company (U.S.A.) |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Boston, MA 02210 |
| Event Date | Event Description |
| Friday, July 17, 2020 | CANCELLED SEC. 8 (6-YR) |
| Thursday, February 14, 2019 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Thursday, February 14, 2019 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Monday, December 10, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, December 10, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, September 24, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, September 24, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, September 4, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, August 17, 2013 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, August 9, 2013 | ASSIGNED TO LIE |
| Monday, July 29, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Friday, July 26, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, July 26, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, July 26, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, May 22, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, May 22, 2013 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 22, 2013 | NON-FINAL ACTION WRITTEN |
| Wednesday, May 22, 2013 | ASSIGNED TO EXAMINER |
| Friday, March 22, 2013 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Thursday, March 21, 2013 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, March 21, 2013 | NEW APPLICATION ENTERED IN TRAM |