| Serial Number | 87337991 |
| Word Mark | PORTFOLIO TARGET |
| Filing Date | Thursday, February 16, 2017 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, December 20, 2024 |
| Registration Number | 5487565 |
| Registration Date | Tuesday, June 5, 2018 |
| Mark Drawing | 4 - 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 |
| NOT AVAILABLE | "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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 20, 2024 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 20, 2024 |
| 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 | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, December 20, 2024 |
| 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, February 22, 2017 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, February 20, 2017 | NEW APPLICATION ENTERED |
| Thursday, June 15, 2017 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, May 11, 2017 | ASSIGNED TO EXAMINER |
| Thursday, May 18, 2017 | NON-FINAL ACTION WRITTEN |
| Thursday, May 18, 2017 | NON-FINAL ACTION E-MAILED |
| Thursday, May 18, 2017 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 7, 2017 | EXAMINERS AMENDMENT AND/OR PRIORITY ACTION - COMPLETED |
| Wednesday, June 7, 2017 | EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, June 7, 2017 | NOTIFICATION OF EXAMINER'S AMENDMENT/PRIORITY ACTION E-MAILED |
| Wednesday, June 7, 2017 | ASSIGNED TO LIE |
| Thursday, June 8, 2017 | COMBINED EXAMINER'S AMENDMENT/PRIORITY ACTION ENTERED |
| Wednesday, June 28, 2017 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, June 28, 2017 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, August 29, 2017 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Monday, April 16, 2018 | TEAS STATEMENT OF USE RECEIVED |
| Monday, April 16, 2018 | SOU EXTENSION 1 FILED |
| Monday, April 16, 2018 | USE AMENDMENT FILED |
| Tuesday, July 18, 2017 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, August 9, 2017 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, August 29, 2017 | PUBLISHED FOR OPPOSITION |
| Tuesday, October 24, 2017 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Monday, April 16, 2018 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, May 2, 2018 | SOU EXTENSION 1 GRANTED |
| Friday, May 4, 2018 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, June 5, 2018 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, March 17, 2020 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| Wednesday, May 2, 2018 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Wednesday, May 2, 2018 | STATEMENT OF USE PROCESSING COMPLETE |
| Thursday, May 3, 2018 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, May 3, 2018 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Tuesday, March 17, 2020 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| Tuesday, March 17, 2020 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| Tuesday, March 17, 2020 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| Tuesday, March 17, 2020 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
| Wednesday, February 15, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Monday, June 5, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Friday, December 20, 2024 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, June 28, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, March 25, 2020 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Wednesday, February 8, 2023 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |