PORTFOLIO PREMIER Trademark

Trademark Overview


On Wednesday, November 30, 2016, a trademark application was filed for PORTFOLIO PREMIER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PREMIER trademark a serial number of 87981378. The federal status of this trademark filing is REGISTERED as of Tuesday, August 27, 2019. This trademark is owned by Wells Fargo & Company. The PORTFOLIO PREMIER trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Arranging and conducting incentive reward programs to promote the sale of banking and credit card services; promoting the sale of banking and credit card accounts through the administration of incentive award programs; providing a rewards program that provides customers with discounts on products and services

Financial services, namely, wealth management services; providing personalized portfolio recommendations and detailed investment strategy directed particularly, but not exclusively, for high wealth individuals and families; financial planning and investment advisory services, namely, investment consultation, investment brokerage, and investment management services; retirement fund investment services; banking services; electronic banking via a global computer network; mortgage banking services; financial services, namely, credit card and debit card services
portfolio premier

General Information


Serial Number87981378
Word MarkPORTFOLIO PREMIER
Filing DateWednesday, November 30, 2016
Status700 - REGISTERED
Status DateTuesday, August 27, 2019
Registration Number5846681
Registration DateTuesday, August 27, 2019
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 18, 2017

Trademark Statements


Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesArranging and conducting incentive reward programs to promote the sale of banking and credit card services; promoting the sale of banking and credit card accounts through the administration of incentive award programs; providing a rewards program that provides customers with discounts on products and services
Goods and ServicesFinancial services, namely, wealth management services; providing personalized portfolio recommendations and detailed investment strategy directed particularly, but not exclusively, for high wealth individuals and families; financial planning and investment advisory services, namely, investment consultation, investment brokerage, and investment management services; retirement fund investment services; banking services; electronic banking via a global computer network; mortgage banking services; financial services, namely, credit card and debit card services

Classification Information


International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 6, 2016
Primary Code035
First Use Anywhere DateWednesday, April 10, 2019
First Use In Commerce DateWednesday, April 10, 2019

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, December 6, 2016
Primary Code036
First Use Anywhere DateWednesday, April 10, 2019
First Use In Commerce DateWednesday, April 10, 2019

Trademark Owner History


Party NameWells Fargo & Company
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55402

Party NameWells Fargo & Company
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55402

Party NameWells Fargo & Company
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMinneapolis, MN 55479

Trademark Events


Event DateEvent Description
Thursday, February 6, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, February 6, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, August 27, 2019REGISTERED-PRINCIPAL REGISTER
Thursday, July 25, 2019NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Wednesday, July 24, 2019ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Monday, July 1, 2019STATEMENT OF USE PROCESSING COMPLETE
Thursday, June 13, 2019USE AMENDMENT FILED
Monday, July 1, 2019DIVISIONAL PROCESSING COMPLETE
Thursday, June 13, 2019DIVISIONAL REQUEST RECEIVED
Wednesday, June 26, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, June 25, 2019ITU OFFICE ACTION ISSUED FOR DIVISIONAL REQUEST
Tuesday, June 25, 2019CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, June 13, 2019TEAS REQUEST TO DIVIDE RECEIVED
Thursday, June 13, 2019TEAS STATEMENT OF USE RECEIVED
Thursday, December 13, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, December 11, 2018EXTENSION 3 GRANTED
Tuesday, December 11, 2018EXTENSION 3 FILED
Tuesday, December 11, 2018TEAS EXTENSION RECEIVED
Friday, June 15, 2018NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, June 13, 2018EXTENSION 2 GRANTED
Wednesday, June 13, 2018EXTENSION 2 FILED
Wednesday, June 13, 2018TEAS EXTENSION RECEIVED
Friday, December 15, 2017NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Wednesday, December 13, 2017EXTENSION 1 GRANTED
Wednesday, December 13, 2017EXTENSION 1 FILED
Wednesday, December 13, 2017TEAS EXTENSION RECEIVED
Tuesday, June 13, 2017NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, April 18, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, April 18, 2017PUBLISHED FOR OPPOSITION
Wednesday, March 29, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, March 4, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Saturday, March 4, 2017ASSIGNED TO EXAMINER
Tuesday, December 6, 2016NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, December 3, 2016NEW APPLICATION ENTERED IN TRAM