| Serial Number | 88948256 |
| Word Mark | PORTFOLIO PAYCHECKS |
| Filing Date | Thursday, June 4, 2020 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, February 8, 2022 |
| Registration Number | 6641255 |
| Registration Date | Tuesday, February 8, 2022 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Pseudo Mark | PORTFOLIO PAY CHECKS |
| 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; 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 |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| 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, June 25, 2020 |
| 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 | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Solana Beach, CA 92075 |
| Party Name | ClientCentric Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Solana Beach, CA 92075 |
| Event Date | Event Description |
| Tuesday, February 8, 2022 | REGISTERED-SUPPLEMENTAL REGISTER |
| Monday, January 3, 2022 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Wednesday, December 29, 2021 | ASSIGNED TO LIE |
| Monday, December 27, 2021 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Saturday, November 13, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, November 12, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, November 12, 2021 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| Tuesday, August 31, 2021 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, August 31, 2021 | FINAL REFUSAL E-MAILED |
| Tuesday, August 31, 2021 | FINAL REFUSAL WRITTEN |
| Friday, May 21, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, May 20, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, May 20, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Monday, May 17, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, May 17, 2021 | NON-FINAL ACTION E-MAILED |
| Monday, May 17, 2021 | NON-FINAL ACTION WRITTEN |
| Tuesday, March 16, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, March 15, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, March 15, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Tuesday, September 15, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Tuesday, September 15, 2020 | NON-FINAL ACTION E-MAILED |
| Tuesday, September 15, 2020 | NON-FINAL ACTION WRITTEN |
| Monday, September 7, 2020 | ASSIGNED TO EXAMINER |
| Thursday, June 25, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Monday, June 8, 2020 | NEW APPLICATION ENTERED IN TRAM |