PORTFOLIO NAVIGATION Trademark

Trademark Overview


On Thursday, July 5, 2012, a trademark application was filed for PORTFOLIO NAVIGATION with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO NAVIGATION trademark a serial number of 85669418. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Tuesday, April 22, 2014. This trademark is owned by Sortino Investment Advisors LLC. The PORTFOLIO NAVIGATION trademark is filed in the Insurance & Financial Services category with the following description:

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
portfolio navigation

General Information


Serial Number85669418
Word MarkPORTFOLIO NAVIGATION
Filing DateThursday, July 5, 2012
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateTuesday, April 22, 2014
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesFinancial 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

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 12, 2012
Primary Code036
First Use Anywhere DateThursday, September 22, 2011
First Use In Commerce DateThursday, September 22, 2011

Trademark Owner History


Party NameSortino Investment Advisors LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMenlo Park, CA 94025

Trademark Events


Event DateEvent Description
Tuesday, April 22, 2014ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Tuesday, April 22, 2014ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Sunday, September 22, 2013NOTIFICATION OF FINAL REFUSAL EMAILED
Sunday, September 22, 2013FINAL REFUSAL E-MAILED
Sunday, September 22, 2013FINAL REFUSAL WRITTEN
Wednesday, August 28, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, August 27, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, August 27, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, April 21, 2013NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, April 21, 2013NON-FINAL ACTION E-MAILED
Sunday, April 21, 2013NON-FINAL ACTION WRITTEN
Wednesday, March 20, 2013TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, March 19, 2013CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, March 19, 2013TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, November 1, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, November 1, 2012NON-FINAL ACTION E-MAILED
Thursday, November 1, 2012NON-FINAL ACTION WRITTEN
Thursday, October 25, 2012ASSIGNED TO EXAMINER
Wednesday, July 25, 2012PRELIMINARY/VOLUNTARY AMENDMENT - ENTERED
Friday, July 20, 2012ASSIGNED TO LIE
Monday, July 16, 2012TEAS VOLUNTARY AMENDMENT RECEIVED
Thursday, July 12, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, July 9, 2012NEW APPLICATION ENTERED IN TRAM