PORTFOLIO PRESERVER Trademark

Trademark Overview

On Saturday, April 28, 2012, a trademark application was filed for PORTFOLIO PRESERVER with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PRESERVER trademark a serial number of 85611201. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, September 15, 2023. This trademark is owned by Stock Market Cook Book, LLC. The PORTFOLIO PRESERVER trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments
portfolio preserver

General Information

Serial Number85611201
Word MarkPORTFOLIO PRESERVER
Filing DateSaturday, April 28, 2012
Status800 - REGISTERED AND RENEWED
Status DateFriday, September 15, 2023
Registration Number4271264
Registration DateTuesday, January 8, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 23, 2012

Trademark Statements

Goods and ServicesAdvice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial investment analysis and stock research; Financial planning and investment advisory services; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments
Disclaimer with Predetermined Text"PORTFOLIO"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, May 4, 2012
Primary Code036
First Use Anywhere DateSaturday, January 21, 2012
First Use In Commerce DateSaturday, January 21, 2012

Trademark Owner History

Party NameStock Market Cook Book, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPalm Springs, CA 92262
Party NameStock Market Cook Book, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSanta Monica, CA 90403
Party NameStock Market Cook Book, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSanta Monica, CA 90403

Trademark Events

Event DateEvent Description
Friday, September 15, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, September 15, 2023REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, September 15, 2023REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, February 27, 2023POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Sunday, November 13, 2022TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Tuesday, November 1, 2022POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Tuesday, November 1, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, May 1, 2022TEAS SECTION 8 & 9 RECEIVED
Saturday, January 8, 2022COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, November 20, 2018NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Tuesday, November 20, 2018REGISTERED - SEC. 8 (6-YR) ACCEPTED
Tuesday, November 20, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, November 14, 2018TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, November 14, 2018TEAS SECTION 8 RECEIVED
Monday, January 8, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 8, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, October 23, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 23, 2012PUBLISHED FOR OPPOSITION
Wednesday, October 3, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, September 17, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Sunday, September 16, 2012ASSIGNED TO LIE
Thursday, September 6, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, September 5, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 4, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 4, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, September 4, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, August 23, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, August 23, 2012NON-FINAL ACTION E-MAILED
Thursday, August 23, 2012NON-FINAL ACTION WRITTEN
Thursday, August 16, 2012ASSIGNED TO EXAMINER
Friday, May 4, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 2, 2012NEW APPLICATION ENTERED

Related Keywords

preserver portfolio investment financial advice advisory services investments providing consultation finance research