PORTFOLIO TO PLAN Trademark
Trademark Overview
On Wednesday, December 10, 2014, a trademark application was filed for PORTFOLIO TO PLAN with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO TO PLAN trademark a serial number of 86476543. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, February 25, 2022. This trademark is owned by Financial Resources, Inc.. The PORTFOLIO TO PLAN trademark is filed in the Insurance & Financial Services category with the following description:
financial planning, namely, the creation of personalized strategies used to calculate a current or proposed portfolio's investment risk to determine if there is too much or too little risk in the portfolio to achieve the financial plan's goals and objectives
General Information
| Serial Number | 86476543 |
| Word Mark | PORTFOLIO TO PLAN |
| Filing Date | Wednesday, December 10, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, February 25, 2022 |
| Registration Number | 4789410 |
| Registration Date | Tuesday, August 11, 2015 |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 26, 2015 |
Trademark Statements
| Goods and Services | financial planning, namely, the creation of personalized strategies used to calculate a current or proposed portfolio's investment risk to determine if there is too much or too little risk in the portfolio to achieve the financial plan's goals and objectives |
| Disclaimer with Predetermined Text | "PORTFOLIO" |
Classification Information
| 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, February 25, 2022 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 7, 2014 |
| First Use In Commerce Date | Tuesday, October 7, 2014 |
Trademark Owner History
| Party Name | Financial Resources, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Glastonbury, CT 06033 |
| Party Name | Financial Resources, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Glastonbury, CT 06033 |
| Party Name | Financial Resources, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Glastonbury, CT 06033 |
Trademark Events
| Event Date | Event Description |
| Friday, February 25, 2022 | CANCELLED SEC. 8 (6-YR) |
| Tuesday, August 11, 2020 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, August 11, 2015 | REGISTERED-PRINCIPAL REGISTER |
| Wednesday, June 24, 2015 | APPLICANT SUPPLIED CHANGES/CORRECTIONS AFTER PUB APPROVAL NOT ENT |
| Tuesday, June 23, 2015 | ASSIGNED TO PETITION STAFF |
| Monday, June 15, 2015 | TEAS POST PUBLICATION AMENDMENT RECEIVED |
| Tuesday, May 26, 2015 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, May 26, 2015 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 6, 2015 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Friday, April 17, 2015 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Tuesday, April 14, 2015 | ASSIGNED TO LIE |
| Wednesday, March 25, 2015 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Tuesday, March 24, 2015 | EXAMINER'S AMENDMENT ENTERED |
| Tuesday, March 24, 2015 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 24, 2015 | EXAMINERS AMENDMENT E-MAILED |
| Tuesday, March 24, 2015 | EXAMINERS AMENDMENT -WRITTEN |
| Tuesday, March 24, 2015 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, December 13, 2014 | NEW APPLICATION ENTERED IN TRAM |
