PORTFOLIO TODAY Trademark

Trademark Overview

On Friday, June 6, 2003, a trademark application was filed for PORTFOLIO TODAY with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO TODAY trademark a serial number of 76523206. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, September 2, 2016. This trademark is owned by COMMONWEALTH EQUITY SERVICES, INC.. The PORTFOLIO TODAY trademark is filed in the Insurance & Financial Services category with the following description:

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING INDEXED AND CLASSIFIED FINANCIAL MARKET INFORMATION, SECURITIES QUOTES, FINANCIAL NEWS STORIES AND PROFESSIONAL FINANCIAL REFERENCE MATERIALS ON A LIMITED BASIS TO SECURITIES BROKERS, ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS
portfolio today

General Information

Serial Number76523206
Word MarkPORTFOLIO TODAY
Filing DateFriday, June 6, 2003
Status800 - REGISTERED AND RENEWED
Status DateFriday, September 2, 2016
Registration Number3104350
Registration DateTuesday, June 13, 2006
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, July 12, 2005

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO"
Goods and ServicesPROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING INDEXED AND CLASSIFIED FINANCIAL MARKET INFORMATION, SECURITIES QUOTES, FINANCIAL NEWS STORIES AND PROFESSIONAL FINANCIAL REFERENCE MATERIALS ON A LIMITED BASIS TO SECURITIES BROKERS, ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, July 30, 2003
Primary Code036
First Use Anywhere DateFriday, February 28, 2003
First Use In Commerce DateFriday, February 28, 2003

Trademark Owner History

Party NameADVISOR360, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressWESTON, MA 02493
Party NameCOMMONWEALTH EQUITY SERVICES, INC.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWaltham, MA 02453
Party NameCOMMONWEALTH EQUITY SERVICES, INC.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWaltham, MA 02154
Party NameCOMMONWEALTH EQUITY SERVICES, INC.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWaltham, MA 02154

Trademark Events

Event DateEvent Description
Wednesday, September 25, 2019AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, September 2, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Friday, September 2, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, September 2, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, September 2, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, June 13, 2016TEAS SECTION 8 & 9 RECEIVED
Tuesday, June 19, 2012NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Tuesday, June 19, 2012REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, June 19, 2012CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 13, 2012TEAS SECTION 8 & 15 RECEIVED
Wednesday, June 13, 2012TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, June 13, 2006REGISTERED-PRINCIPAL REGISTER
Wednesday, May 3, 2006LAW OFFICE REGISTRATION REVIEW COMPLETED
Friday, April 28, 2006ASSIGNED TO LIE
Friday, April 21, 2006ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, April 20, 2006STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 4, 2006USE AMENDMENT FILED
Tuesday, April 4, 2006TEAS STATEMENT OF USE RECEIVED
Tuesday, October 4, 2005NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, July 12, 2005PUBLISHED FOR OPPOSITION
Wednesday, June 22, 2005NOTICE OF PUBLICATION
Friday, April 1, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, March 25, 2005ASSIGNED TO LIE
Tuesday, March 22, 2005EXAMINERS AMENDMENT MAILED
Tuesday, March 22, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, March 22, 2005EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 25, 2005FINAL REFUSAL MAILED
Monday, January 24, 2005FINAL REFUSAL WRITTEN
Monday, January 24, 2005PETITION TO REVIVE-GRANTED
Wednesday, September 1, 2004PETITION TO REVIVE-RECEIVED
Wednesday, September 1, 2004PAPER RECEIVED
Monday, July 26, 2004FAX SENT
Monday, July 26, 2004ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Thursday, January 8, 2004NON-FINAL ACTION MAILED
Wednesday, December 24, 2003ASSIGNED TO EXAMINER

Related Keywords

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