PORTFOLIO MANAGEMENT GUIDE Trademark

Trademark Overview

On Tuesday, January 20, 1998, a trademark application was filed for PORTFOLIO MANAGEMENT GUIDE with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO MANAGEMENT GUIDE trademark a serial number of 75420347. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, September 4, 2019. This trademark is owned by NATIONAL ASSOCIATION OF INVESTORS CORPORATION. The PORTFOLIO MANAGEMENT GUIDE trademark is filed in the Computer & Software Products & Electrical & Scientific Products category with the following description:

[ PRINTED FORMS USED TO MONITOR THE PERFORMANCE AND MARKET PRICE OF STOCKS, PARTICULARLY THOSE IN AN INVESTOR'S PORTFOLIO ] (( * Downloadable electronic forms used to monitor the performance and market price of stocks, particularly those in an investor's portfolio * ))
portfolio management guide

General Information

Serial Number75420347
Word MarkPORTFOLIO MANAGEMENT GUIDE
Filing DateTuesday, January 20, 1998
Status800 - REGISTERED AND RENEWED
Status DateWednesday, September 4, 2019
Registration Number2218916
Registration DateTuesday, January 19, 1999
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, October 27, 1998

Trademark Statements

Goods and Services[ PRINTED FORMS USED TO MONITOR THE PERFORMANCE AND MARKET PRICE OF STOCKS, PARTICULARLY THOSE IN AN INVESTOR'S PORTFOLIO ] (( * Downloadable electronic forms used to monitor the performance and market price of stocks, particularly those in an investor's portfolio * ))
Amendment to a Registration/Renewal CertificateIn the statement, "Printed forms used to monitor the performance and market price of stocks, particularly those in an investor's portfolio, International Class 16" is deleted, and "Downloadable electronic forms used to monitor the performance and market price of stocks, particularly those in an investor's portfolio International Class 9" is inserted.
Disclaimer with Predetermined Text"GUIDE"

Classification Information

International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateFriday, March 6, 1998
Primary Code009
First Use Anywhere DateWednesday, November 30, 1955
First Use In Commerce DateWednesday, November 30, 1955

Trademark Owner History

Party NameNATIONAL ASSOCIATION OF INVESTORS CORPORATION
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressTroy, MI 48084
Party NameNATIONAL ASSOCIATION OF INVESTORS CORPORATION
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressMadison Heights, MI 48071
Party NameNATIONAL ASSOCIATION OF INVESTORS CORPORATION
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressMadison Heights, MI 48071

Trademark Events

Event DateEvent Description
Tuesday, September 27, 2022APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, September 27, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, September 27, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, September 27, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 27, 2022TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, September 4, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, September 4, 2019REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, September 4, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, September 4, 2019AMENDMENT UNDER SECTION 7 ¿ PROCESSED
Wednesday, September 4, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, September 3, 2019PETITION TO DIRECTOR - GRANTED
Tuesday, June 18, 2019PETITION PENDING - AMENDMENT COMMENT PERIOD
Friday, May 24, 2019TEAS RESPONSE TO PETITION TO DIRECTOR INQUIRY
Tuesday, May 21, 2019PETITION INQUIRY LETTER ISSUED
Wednesday, May 15, 2019ASSIGNED TO PETITION STAFF
Tuesday, August 28, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, August 6, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, July 26, 2018TEAS SECTION 8 & 9 RECEIVED
Thursday, July 26, 2018SEC 7 REQUEST FILED
Thursday, July 26, 2018TEAS PETITION TO DIRECTOR RECEIVED
Friday, January 19, 2018COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, November 16, 2016APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Wednesday, November 16, 2016TEAS CHANGE OF OWNER ADDRESS RECEIVED
Wednesday, June 22, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, February 20, 2009REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, February 20, 2009REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, February 20, 2009ASSIGNED TO PARALEGAL
Monday, January 12, 2009TEAS SECTION 8 & 9 RECEIVED
Wednesday, July 25, 2007CASE FILE IN TICRS
Thursday, February 1, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, March 5, 2005REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, January 19, 2005REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Wednesday, January 19, 2005TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 19, 1999REGISTERED-PRINCIPAL REGISTER
Tuesday, October 27, 1998PUBLISHED FOR OPPOSITION
Friday, September 25, 1998NOTICE OF PUBLICATION
Wednesday, August 12, 1998APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, July 20, 1998CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, June 29, 1998NON-FINAL ACTION MAILED
Monday, June 22, 1998ASSIGNED TO EXAMINER
Tuesday, June 9, 1998ASSIGNED TO EXAMINER

Related Keywords

guide management portfolio particularly those investor stocks price forms used monitor performance