| Serial Number | 87337991 |
| Word Mark | PORTFOLIO TARGET |
| Filing Date | Thursday, February 16, 2017 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 5, 2018 |
| Registration Number | 5487565 |
| Registration Date | Tuesday, June 5, 2018 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, August 29, 2017 |
| Goods and Services | Financing services provide to banking and financial services providers |
| Goods and Services | business administration services, namely, providing back office consolidation services in the nature of serving as a human resources department for others and providing office functions, marketing services, invoicing services being payer contracting and billing services, and administrative accounting and secretarial services, to banking and financial services providers |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
| Goods and Services | On-site management of information technology systems for others who are providers of banking and financial services |
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Wednesday, February 22, 2017 |
| Primary Code | 035 |
| First Use Anywhere Date | Wednesday, June 21, 2017 |
| First Use In Commerce Date | Wednesday, June 21, 2017 |
| 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 | Thursday, June 8, 2017 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, June 21, 2017 |
| First Use In Commerce Date | Wednesday, June 21, 2017 |
| International Class | 042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software. |
| US Class Codes | 100, 101 |
| Class Status Code | 6 - Active |
| Class Status Date | Thursday, June 8, 2017 |
| Primary Code | 042 |
| First Use Anywhere Date | Wednesday, June 21, 2017 |
| First Use In Commerce Date | Wednesday, June 21, 2017 |
| Party Name | ORION PORTFOLIO SOLUTIONS, LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | OMAHA, NE 68130 |
| Party Name | F T J FUNDCHOICE, L.L.C. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Omaha, NE 68130 |
| Party Name | F T J FUNDCHOICE, L.L.C. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Kansas City, MO 64111 |
| Party Name | F T J FUNDCHOICE, L.L.C. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Kansas City, MO 64111 |
| Event Date | Event Description |
| Wednesday, June 28, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, June 5, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Wednesday, February 15, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, February 8, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, March 25, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Tuesday, March 17, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Tuesday, March 17, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, March 17, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, March 17, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Tuesday, March 17, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, June 5, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Friday, May 4, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Thursday, May 3, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, May 3, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, May 2, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, April 16, 2018 | USE AMENDMENT FILED |
| Wednesday, May 2, 2018 | SOU EXTENSION 1 GRANTED |
| Monday, April 16, 2018 | SOU EXTENSION 1 FILED |
| Wednesday, May 2, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Monday, April 16, 2018 | TEAS EXTENSION RECEIVED |
| Monday, April 16, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Tuesday, October 24, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, August 29, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 29, 2017 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 9, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, July 18, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, June 28, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, June 28, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, June 15, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, June 8, 2017 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, June 7, 2017 | ASSIGNED TO LIE |
| Wednesday, June 7, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, June 7, 2017 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, June 7, 2017 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Thursday, May 18, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, May 18, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, May 18, 2017 | NON-FINAL ACTION WRITTEN |
| Thursday, May 11, 2017 | ASSIGNED TO EXAMINER |
| Wednesday, February 22, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 20, 2017 | NEW APPLICATION ENTERED |