PORTFOLIO PLUS Trademark
Trademark Overview
On Monday, April 14, 1986, a trademark application was filed for PORTFOLIO PLUS with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PLUS trademark a serial number of 73593075. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, March 27, 2020. This trademark is owned by MERRILL LYNCH & CO., INC.. The PORTFOLIO PLUS trademark is filed in the Insurance & Financial Services category with the following description:
INVESTMENT SERVICES; NAMELY, PROVIDING VARIABLE ANNUITY PLANS BASED PRINCIPALLY ON INVESTMENTS IN FUNDS
General Information
| Serial Number | 73593075 |
| Word Mark | PORTFOLIO PLUS |
| Filing Date | Monday, April 14, 1986 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, March 27, 2020 |
| Registration Number | 1438312 |
| Registration Date | Tuesday, April 28, 1987 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, October 14, 1986 |
Trademark Statements
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | INVESTMENT SERVICES; NAMELY, PROVIDING VARIABLE ANNUITY PLANS BASED PRINCIPALLY ON INVESTMENTS IN FUNDS |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, March 27, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, March 1, 1986 |
| First Use In Commerce Date | Saturday, March 1, 1986 |
Trademark Owner History
| Party Name | BANK OF AMERICA CORPORATION |
| Party Type | 32 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 29255 |
| Party Name | BANK OF AMERICA CORPORATION |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 03 - Corporation |
| Address | CHARLOTTE, NC 29255 |
| Party Name | MERRILL LYNCH & CO., INC. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10080 |
| Party Name | MERRILL LYNCH & CO., INC. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10080 |
| Party Name | MERRILL LYNCH & CO., INC. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | NEW YORK, NY 10080 |
Trademark Events
| Event Date | Event Description |
| Friday, March 27, 2020 | CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9 |
| Thursday, April 28, 2016 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Wednesday, April 9, 2014 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Thursday, February 23, 2012 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Monday, February 7, 2011 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Monday, February 7, 2011 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, March 3, 2010 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, July 2, 2007 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Monday, July 2, 2007 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Thursday, June 21, 2007 | ASSIGNED TO PARALEGAL |
| Wednesday, June 13, 2007 | PETITION TO DIRECTOR - DISMISSED |
| Tuesday, June 5, 2007 | ASSIGNED TO PETITION STAFF |
| Friday, May 25, 2007 | PETITION TO DIRECTOR RECEIVED |
| Friday, May 25, 2007 | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED |
| Friday, May 25, 2007 | PAPER RECEIVED |
| Wednesday, October 25, 2006 | CASE FILE IN TICRS |
| Wednesday, February 23, 1994 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Friday, April 30, 1993 | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED |
| Tuesday, April 28, 1987 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, October 14, 1986 | PUBLISHED FOR OPPOSITION |
| Sunday, September 14, 1986 | NOTICE OF PUBLICATION |
| Friday, August 8, 1986 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 30, 1986 | EXAMINER'S AMENDMENT MAILED |
| Monday, July 21, 1986 | ASSIGNED TO EXAMINER |
| Wednesday, June 25, 1986 | ASSIGNED TO EXAMINER |
