PORTFOLIO REPORT CARD Trademark

Trademark Overview

On Wednesday, March 4, 2020, a trademark application was filed for PORTFOLIO REPORT CARD with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO REPORT CARD trademark a serial number of 88820971. The federal status of this trademark filing is REGISTERED as of Tuesday, November 17, 2020. This trademark is owned by ETFguide, LLC. The PORTFOLIO REPORT CARD trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Preparation of financial investment portfolio reports on behalf of third parties

Financial consultation; Investment consultation
portfolio report card

General Information

Serial Number88820971
Word MarkPORTFOLIO REPORT CARD
Filing DateWednesday, March 4, 2020
Status700 - REGISTERED
Status DateTuesday, November 17, 2020
Registration Number6202520
Registration DateTuesday, November 17, 2020
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesPreparation of financial investment portfolio reports on behalf of third parties
Goods and ServicesFinancial consultation; Investment consultation

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, September 2, 2020
Primary Code035
First Use Anywhere DateSaturday, June 19, 2010
First Use In Commerce DateSaturday, June 19, 2010
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, March 11, 2020
Primary Code036
First Use Anywhere DateSaturday, June 19, 2010
First Use In Commerce DateSaturday, June 19, 2010

Trademark Owner History

Party NameETFguide, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressEncinitas, CA 92023
Party NameETFguide, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressEncinitas, CA 92023

Trademark Events

Event DateEvent Description
Tuesday, November 17, 2020REGISTERED-SUPPLEMENTAL REGISTER
Tuesday, October 13, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, October 5, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Wednesday, September 2, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, September 2, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, September 2, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, September 2, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, September 2, 2020NON-FINAL ACTION E-MAILED
Wednesday, September 2, 2020NON-FINAL ACTION WRITTEN
Wednesday, September 2, 2020PREVIOUS ALLOWANCE COUNT WITHDRAWN
Tuesday, September 1, 2020WITHDRAWN FROM PUB - OG REVIEW QUERY
Monday, August 17, 2020LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, August 10, 2020APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, July 20, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, July 20, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 17, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, July 17, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, July 17, 2020NON-FINAL ACTION E-MAILED
Friday, July 17, 2020NON-FINAL ACTION WRITTEN
Friday, June 12, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, June 12, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, June 12, 2020ASSIGNED TO LIE
Thursday, June 4, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, May 27, 2020NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 27, 2020NON-FINAL ACTION E-MAILED
Wednesday, May 27, 2020NON-FINAL ACTION WRITTEN
Friday, May 22, 2020ASSIGNED TO EXAMINER
Wednesday, March 11, 2020NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, March 7, 2020NEW APPLICATION ENTERED IN TRAM

Related Keywords

card report portfolio consultation investment financial parties third reports preparation behalf