PORTFOLIO PAYCHECKS Trademark

Trademark Overview

On Friday, July 30, 2010, a trademark application was filed for PORTFOLIO PAYCHECKS with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PAYCHECKS trademark a serial number of 85096720. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, October 21, 2020. This trademark is owned by Hillegas Advisory Services, Inc.. The PORTFOLIO PAYCHECKS trademark is filed in the Insurance & Financial Services category with the following description:

Financial advice for retirement and investment advisory services
portfolio paychecks

General Information

Serial Number85096720
Word MarkPORTFOLIO PAYCHECKS
Filing DateFriday, July 30, 2010
Status800 - REGISTERED AND RENEWED
Status DateWednesday, October 21, 2020
Registration Number4008542
Registration DateTuesday, August 9, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, May 24, 2011

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesFinancial advice for retirement and investment advisory services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, February 24, 2011
Primary Code036
First Use Anywhere DateSaturday, October 21, 2006
First Use In Commerce DateSaturday, October 21, 2006

Trademark Owner History

Party NameCLIENTCENTRIC ADVISORS, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressSOLANA BEACH, CA 92075
Party NameHillegas Advisory Services, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressSolana Beach, CA 92075
Party NameHillegas Advisory Services, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressRancho Santa Fe, CA 920675010
Party NameHillegas Advisory Services, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressRancho Santa Fe, CA 920675010

Trademark Events

Event DateEvent Description
Wednesday, March 17, 2021AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 21, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 21, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Wednesday, October 21, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, October 14, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, October 13, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, October 13, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 26, 2020TEAS SECTION 8 & 9 RECEIVED
Sunday, August 9, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, February 18, 2017NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Saturday, February 18, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED
Saturday, February 18, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, December 14, 2016TEAS SECTION 8 RECEIVED
Tuesday, August 9, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, August 9, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, May 24, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 24, 2011PUBLISHED FOR OPPOSITION
Monday, April 18, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, April 18, 2011ASSIGNED TO LIE
Monday, April 4, 2011APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 29, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, March 28, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, March 28, 2011TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, March 17, 2011NOTIFICATION OF FINAL REFUSAL EMAILED
Thursday, March 17, 2011FINAL REFUSAL E-MAILED
Thursday, March 17, 2011FINAL REFUSAL WRITTEN
Thursday, February 24, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, February 23, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, February 23, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 19, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 19, 2010NON-FINAL ACTION E-MAILED
Friday, November 19, 2010NON-FINAL ACTION WRITTEN
Tuesday, November 16, 2010ASSIGNED TO EXAMINER
Tuesday, August 3, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM

Related Keywords

paychecks portfolio advisory services investment retirement advice financial