Serial Number | 85669418 |
Word Mark | PORTFOLIO NAVIGATION |
Filing Date | Thursday, July 5, 2012 |
Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
Status Date | Tuesday, April 22, 2014 |
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 |
Disclaimer with Predetermined Text | "PORTFOLIO" |
Goods and Services | Financial investment services, namely, providing financial advice that employs the concept of navigation to the task of managing a portfolio of securities from what its value is at any given point in time to what its value needs to be at some time in the future (the destination), including periodically changing the asset allocation when the portfolio value increases or decreases enough to require a new heading called an internal rate of return to be calculated that will discount the desired destination value to the present value of the assets and investing the portfolio assets accordingly |
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, July 12, 2012 |
Primary Code | 036 |
First Use Anywhere Date | Thursday, September 22, 2011 |
First Use In Commerce Date | Thursday, September 22, 2011 |
Party Name | Sortino Investment Advisors LLC |
Party Type | 10 - Original Applicant |
Legal Entity Type | 16 - Limited Liability Company |
Address | Menlo Park, CA 94025 |
Event Date | Event Description |
Tuesday, April 22, 2014 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND |
Tuesday, April 22, 2014 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
Sunday, September 22, 2013 | NOTIFICATION OF FINAL REFUSAL EMAILED |
Sunday, September 22, 2013 | FINAL REFUSAL E-MAILED |
Sunday, September 22, 2013 | FINAL REFUSAL WRITTEN |
Wednesday, August 28, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
Tuesday, August 27, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Tuesday, August 27, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
Sunday, April 21, 2013 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
Sunday, April 21, 2013 | NON-FINAL ACTION E-MAILED |
Sunday, April 21, 2013 | NON-FINAL ACTION WRITTEN |
Wednesday, March 20, 2013 | TEAS/EMAIL CORRESPONDENCE ENTERED |
Tuesday, March 19, 2013 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
Tuesday, March 19, 2013 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
Thursday, November 1, 2012 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
Thursday, November 1, 2012 | NON-FINAL ACTION E-MAILED |
Thursday, November 1, 2012 | NON-FINAL ACTION WRITTEN |
Thursday, October 25, 2012 | ASSIGNED TO EXAMINER |
Wednesday, July 25, 2012 | PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED |
Friday, July 20, 2012 | ASSIGNED TO LIE |
Monday, July 16, 2012 | TEAS VOLUNTARY AMENDMENT RECEIVED |
Thursday, July 12, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
Monday, July 9, 2012 | NEW APPLICATION ENTERED IN TRAM |