| Serial Number | 87292205 |
| Word Mark | PORTFOLIO PAYCHECKS |
| Filing Date | Friday, January 6, 2017 |
| Status | 600 - ABANDONED - INCOMPLETE RESPONSE |
| Status Date | Monday, February 3, 2020 |
| 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 | Computer software for use by others in rendering financial services, namely, software for collecting, analyzing, organizing, storing, and transmitting data and information and providing customized advice in the fields of financial risk management, financial management, investment management, personalized financial planning and retirement planning; downloadable electronic publications in the nature of newsletters, reports, guides, charts, worksheets, forms, instructional materials, educational materials, presentations, bulletins, pamphlets, and booklets in the fields of investing, investment funds, exchange traded funds, investment advisory services, finance, mutual fund investment advisory services, investment management services and financial management services in the nature of pooled investment funds |
| Goods and Services | Financial services, namely, providing information to others in the fields of financial investments, stocks and bonds, real estate, insurance and financial planning; Financial services, namely, wealth management; financial analysis; cash management; Portfolio construction, being financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; insurance administration services, namely, assisting others with adjusting insurance claims, assisting others with collecting insurance premiums; and lease purchase financing services; investment selection advisory, namely, investment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial products, namely, mutual funds, exchange-traded funds, closed-end funds, unit investment trusts, real estate investment trusts, general equities, variable insurance products and annuity products |
| International Class | 009 - 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 Codes | 021, 023, 026, 036, 038 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, January 13, 2017 |
| Primary Code | 009 |
| First Use Anywhere Date | Tuesday, October 21, 2008 |
| First Use In Commerce Date | Tuesday, October 21, 2008 |
| 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 | Friday, January 13, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 21, 2008 |
| First Use In Commerce Date | Tuesday, October 21, 2008 |
| Party Name | ClientCentric Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Rancho Santa Fe, CA 92067 |
| Event Date | Event Description |
| Monday, February 3, 2020 | ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE |
| Monday, February 3, 2020 | ABANDONMENT - INCOMPLETE RESPONSE |
| Tuesday, January 14, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, January 14, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, January 8, 2020 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Friday, July 12, 2019 | NOTIFICATION OF SUBSEQUENT FINAL EMAILED |
| Friday, July 12, 2019 | SUBSEQUENT FINAL EMAILED |
| Friday, July 12, 2019 | SUBSEQUENT FINAL REFUSAL WRITTEN |
| Tuesday, June 18, 2019 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| Monday, June 17, 2019 | SUBSEQUENT FINAL REFUSAL WRITTEN |
| Saturday, June 15, 2019 | USE AMENDMENT ACCEPTED |
| Thursday, May 23, 2019 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, May 22, 2019 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 22, 2019 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 23, 2019 | AMENDMENT TO USE PROCESSING COMPLETE |
| Thursday, May 23, 2019 | USE AMENDMENT FILED |
| Wednesday, May 22, 2019 | TEAS AMENDMENT OF USE RECEIVED |
| Wednesday, November 28, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, November 28, 2018 | NON-FINAL ACTION E-MAILED |
| Wednesday, November 28, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, November 5, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, November 5, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, October 24, 2018 | ASSIGNED TO LIE |
| Monday, October 15, 2018 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, April 16, 2018 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 16, 2018 | NON-FINAL ACTION E-MAILED |
| Monday, April 16, 2018 | NON-FINAL ACTION WRITTEN |
| Monday, March 26, 2018 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 26, 2018 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 26, 2018 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, September 26, 2017 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, September 26, 2017 | FINAL REFUSAL E-MAILED |
| Tuesday, September 26, 2017 | FINAL REFUSAL WRITTEN |
| Tuesday, September 5, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, September 4, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, September 4, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, April 11, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, April 11, 2017 | NON-FINAL ACTION E-MAILED |
| Tuesday, April 11, 2017 | NON-FINAL ACTION WRITTEN |
| Thursday, March 30, 2017 | ASSIGNED TO EXAMINER |
| Friday, January 13, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, January 10, 2017 | NEW APPLICATION ENTERED IN TRAM |