| Serial Number | 85737899 |
| Word Mark | PORTFOLIO SOLUTIONS |
| Filing Date | Tuesday, September 25, 2012 |
| Status | 800 - REGISTERED AND RENEWED |
| Status Date | Friday, November 10, 2023 |
| Registration Number | 4342073 |
| Registration Date | Tuesday, May 28, 2013 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, March 12, 2013 |
| Description of Mark | The mark consists of the words "PORTFOLIO SOLUTIONS" preceded by a trapezoid comprised of 16 dots; 8 of such dots are shaded to form the shape of an arrow. |
| In Another Form Statement | The mark was first used in commerce in a different form other than that sought to be registered at least as early as 07/00/1999 |
| Goods and Services | Investment management, fund investment, financial and securities portfolio management; investment management, fund investment, and portfolio management 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 various means, which may include but are not limited to, the internet, global networks, telephone, facsimile, in person, and e-mail |
| Section 2(f) Limitation Statement | As to "SOLUTIONS" |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| In Another Form Statement | The mark was first used anywhere in a different form other than that sought to be registered at least as early as 07/00/1999 |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 28, 2012 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 6, 2011 |
| First Use In Commerce Date | Tuesday, December 6, 2011 |
| Party Name | PRIME CAPITAL INVESTMENT ADVISORS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | OVERLAND PARK, KS 66211 |
| Party Name | Portfolio Solutions, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Troy, MI 48084 |
| Party Name | Portfolio Solutions, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Troy, MI 48084 |
| Party Name | Portfolio Solutions, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Troy, MI 48084 |
| Event Date | Event Description |
| Saturday, November 11, 2023 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| Friday, November 10, 2023 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| Friday, November 10, 2023 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| Friday, November 10, 2023 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Wednesday, August 9, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, June 21, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, May 24, 2023 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, May 16, 2023 | TEAS SECTION 8 & 9 RECEIVED |
| Saturday, May 28, 2022 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED |
| Saturday, June 9, 2018 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED |
| Saturday, June 9, 2018 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| Saturday, June 9, 2018 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| Tuesday, May 29, 2018 | TEAS SECTION 8 & 15 RECEIVED |
| Monday, May 28, 2018 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, May 22, 2015 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Friday, May 22, 2015 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, May 28, 2013 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 12, 2013 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, March 12, 2013 | PUBLISHED FOR OPPOSITION |
| Wednesday, February 20, 2013 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, February 1, 2013 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 23, 2013 | ASSIGNED TO EXAMINER |
| Saturday, September 29, 2012 | NOTICE OF DESIGN SEARCH CODE MAILED |
| Friday, September 28, 2012 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, September 28, 2012 | NEW APPLICATION ENTERED |