PORTFOLIO PRINCIPLES Trademark

Trademark Overview


On Monday, July 27, 2009, a trademark application was filed for PORTFOLIO PRINCIPLES with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO PRINCIPLES trademark a serial number of 77790334. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 6, 2017. This trademark is owned by Invesco Holding Company Limited. The PORTFOLIO PRINCIPLES trademark is filed in the Insurance & Financial Services category with the following description:

Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services; financial analysis, management, consulting and advisory services; fund investment, account reporting services; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, asset management; financial, securities and commodities exchange services; investment analysis; real estate management; rental of office space; retirement payment services; and trusteeship representatives
portfolio principles

General Information


Serial Number77790334
Word MarkPORTFOLIO PRINCIPLES
Filing DateMonday, July 27, 2009
Status710 - CANCELLED - SECTION 8
Status DateFriday, October 6, 2017
Registration Number3926480
Registration DateTuesday, March 1, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 22, 2009

Trademark Statements


Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesFinancial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and investment of funds of others; transfer agency services; financial analysis, management, consulting and advisory services; fund investment, account reporting services; electronic funds transfer; financial information and evaluation services; savings and loan services; individual savings account services; capital investment services; financial transaction services, namely, trading of financial instruments; investment services, namely, asset management; financial, securities and commodities exchange services; investment analysis; real estate management; rental of office space; retirement payment services; and trusteeship representatives

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, October 6, 2017
Primary Code036
First Use Anywhere DateThursday, April 30, 2009
First Use In Commerce DateThursday, April 30, 2009

Trademark Owner History


Party NameInvesco Holding Company Limited
Party Type30 - Original Registrant
Legal Entity Type11 - Company
AddressAtlanta, GA 30309

Party NameInvesco Holding Company Limited
Party Type20 - Owner at Publication
Legal Entity Type11 - Company
AddressAtlanta, GA 30309

Party NameInvesco Holding Company Limited
Party Type10 - Original Applicant
Legal Entity Type11 - Company
AddressAtlanta, GA 30309

Trademark Events


Event DateEvent Description
Friday, October 6, 2017CANCELLED SEC. 8 (6-YR)
Tuesday, March 1, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, January 25, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, January 24, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Sunday, January 23, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, January 19, 2011STATEMENT OF USE PROCESSING COMPLETE
Wednesday, December 22, 2010USE AMENDMENT FILED
Wednesday, January 19, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, December 22, 2010TEAS STATEMENT OF USE RECEIVED
Tuesday, June 22, 2010NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Friday, May 7, 2010EXTENSION OF TIME TO OPPOSE PROCESS - TERMINATED
Monday, January 4, 2010EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, December 22, 2009OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, December 22, 2009PUBLISHED FOR OPPOSITION
Saturday, November 14, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, November 12, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, October 27, 2009EXAMINER'S AMENDMENT ENTERED
Thursday, October 22, 2009ASSIGNED TO LIE
Thursday, October 22, 2009NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Thursday, October 22, 2009EXAMINERS AMENDMENT E-MAILED
Thursday, October 22, 2009EXAMINERS AMENDMENT -WRITTEN
Monday, October 19, 2009NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, October 19, 2009NON-FINAL ACTION E-MAILED
Monday, October 19, 2009NON-FINAL ACTION WRITTEN
Monday, October 19, 2009ASSIGNED TO EXAMINER
Thursday, July 30, 2009NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Thursday, July 30, 2009NEW APPLICATION ENTERED IN TRAM