PORTFOLIO OF GOALS Trademark
Trademark Overview
On Wednesday, March 18, 2026, a trademark application was filed for PORTFOLIO OF GOALS with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO OF GOALS trademark a serial number of 99709995. The federal status of this trademark filing is APPROVED FOR PUBLICATION as of Tuesday, June 30, 2026. The PORTFOLIO OF GOALS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial consultation; Financial advice; Providing information in the field of finance via a website; Providing information in the field of finance; Financial advisory services; Financial consultancy services
General Information
| Serial Number | 99709995 |
| Word Mark | PORTFOLIO OF GOALS |
| Filing Date | Wednesday, March 18, 2026 |
| Status | 680 - APPROVED FOR PUBLICATION |
| Status Date | Tuesday, June 30, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning; Financial consultation; Financial advice; Providing information in the field of finance via a website; Providing information in the field of finance; Financial advisory services; Financial consultancy services |
Classification Information
| 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 | Wednesday, March 18, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Nashville, TN 37203
US |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 18, 2026 | NEW APPLICATION ENTERED |
| Wednesday, March 18, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Wednesday, March 18, 2026 | APPLICATION FILING RECEIPT MAILED |
| Tuesday, June 23, 2026 | ASSIGNED TO EXAMINER |
| Tuesday, June 30, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
