PORTFOLIO SOLUTIONS Trademark

Trademark Overview

On Friday, May 23, 2008, a trademark application was filed for PORTFOLIO SOLUTIONS with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO SOLUTIONS trademark a serial number of 77482482. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, June 11, 2020. This trademark is owned by Portfolio Solutions, LLC. The PORTFOLIO SOLUTIONS trademark is filed in the Insurance & Financial Services category with the following description:

Investment management, fund investment, and portfolio management, all provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via the internet, global networks, telephone, facsimile, in person, e-mail or other means
portfolio solutions

General Information

Serial Number77482482
Word MarkPORTFOLIO SOLUTIONS
Filing DateFriday, May 23, 2008
Status800 - REGISTERED AND RENEWED
Status DateThursday, June 11, 2020
Registration Number3773946
Registration DateTuesday, April 13, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, April 21, 2009

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesInvestment management, fund investment, and portfolio management, all provided using an asset-class based strategy diversified across a broad range of index funds, mutual funds, exchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via the internet, global networks, telephone, facsimile, in person, e-mail or other means
Section 2(f) Limitation Statementas to "SOLUTIONS"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 27, 2008
Primary Code036
First Use Anywhere DateWednesday, June 30, 1999
First Use In Commerce DateWednesday, June 30, 1999

Trademark Owner History

Party NamePortfolio Solutions, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressTroy, MI 48084
Party NamePortfolio Solutions, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressTroy, MI 48098
Party NamePortfolio Solutions, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressTroy, MI 48098

Trademark Events

Event DateEvent Description
Thursday, June 11, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, June 11, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, June 11, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, June 11, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, March 27, 2020TEAS SECTION 8 & 9 RECEIVED
Saturday, April 13, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, August 28, 2015ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, August 28, 2015TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, May 1, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, May 1, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, May 1, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, April 20, 2015TEAS SECTION 8 & 15 RECEIVED
Thursday, January 17, 2013NOTICE OF SUIT
Friday, November 5, 2010APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, November 5, 2010TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 13, 2010REGISTERED-PRINCIPAL REGISTER
Wednesday, March 10, 2010TTAB RELEASE CASE TO TRADEMARKS
Wednesday, March 10, 2010OPPOSITION TERMINATED NO. 999999
Wednesday, March 10, 2010OPPOSITION DISMISSED NO. 999999
Monday, October 19, 2009OPPOSITION TERMINATED NO. 999999
Monday, October 19, 2009OPPOSITION DISMISSED NO. 999999
Wednesday, August 19, 2009OPPOSITION INSTITUTED NO. 999999
Wednesday, May 20, 2009OPPOSITION INSTITUTED NO. 999999
Tuesday, May 19, 2009EXTENSION OF TIME TO OPPOSE RECEIVED
Tuesday, April 21, 2009PUBLISHED FOR OPPOSITION
Wednesday, April 1, 2009NOTICE OF PUBLICATION
Tuesday, March 17, 2009LAW OFFICE PUBLICATION REVIEW COMPLETED
Monday, March 16, 2009APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, March 13, 2009AMENDMENT FROM APPLICANT ENTERED
Friday, March 13, 2009CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, March 12, 2009PAPER RECEIVED
Friday, March 13, 2009ASSIGNED TO LIE
Thursday, March 12, 2009PAPER RECEIVED
Thursday, September 11, 2008NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, September 11, 2008NON-FINAL ACTION E-MAILED
Thursday, September 11, 2008NON-FINAL ACTION WRITTEN
Monday, September 8, 2008ASSIGNED TO EXAMINER
Tuesday, May 27, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

solutions portfolio funds other provided investment management foregoing investments etfs internet cost