PORTFOLIO STRATEGIST Trademark
Trademark Overview
On Friday, November 13, 1998, a trademark application was filed for PORTFOLIO STRATEGIST with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO STRATEGIST trademark a serial number of 75588357. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Thursday, November 30, 2000. This trademark is owned by BISYS Brokerage Services, Inc.. The PORTFOLIO STRATEGIST trademark is filed in the Insurance & Financial Services category with the following description:
Mutual fund investment advisory services provided through a financial WRAP program, namely, matching an investor to one of a number of predefined specific investment models, executing financial transactions in order to form a portfolio of financial assets based on the model specified for the investor, maintaining custody and control of various assets in the portfolio to ratios defined in the specified model, monitoring of investments in the portfolio, and conducting periodic meetings with the investor to review performance of the portfolio relative to needs of the investor
General Information
| Serial Number | 75588357 |
| Word Mark | PORTFOLIO STRATEGIST |
| Filing Date | Friday, November 13, 1998 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Thursday, November 30, 2000 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Mutual fund investment advisory services provided through a financial WRAP program, namely, matching an investor to one of a number of predefined specific investment models, executing financial transactions in order to form a portfolio of financial assets based on the model specified for the investor, maintaining custody and control of various assets in the portfolio to ratios defined in the specified model, monitoring of investments in the portfolio, and conducting periodic meetings with the investor to review performance of the portfolio relative to needs of the investor |
Classification Information
| 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 | Tuesday, January 12, 1999 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, October 21, 1998 |
| First Use In Commerce Date | Wednesday, October 21, 1998 |
Trademark Owner History
| Party Name | BISYS Brokerage Services, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Concord, CA 94520 |
Trademark Events
| Event Date | Event Description |
| Thursday, November 30, 2000 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Thursday, April 6, 2000 | FINAL REFUSAL MAILED |
| Wednesday, September 29, 1999 | ASSIGNED TO EXAMINER |
| Wednesday, September 8, 1999 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Tuesday, March 30, 1999 | NON-FINAL ACTION MAILED |
| Friday, March 12, 1999 | ASSIGNED TO EXAMINER |
