PORTFOLIO WATERFALL Trademark
Trademark Overview
On Friday, August 7, 2020, a trademark application was filed for PORTFOLIO WATERFALL with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO WATERFALL trademark a serial number of 90100060. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Wednesday, June 16, 2021. This trademark is owned by Joshua Lee Curtis. The PORTFOLIO WATERFALL trademark is filed in the Insurance & Financial Services category with the following description:
Financial portfolio analysis services; Financial portfolio management; Financial management in the field of Financial Services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios
General Information
| Serial Number | 90100060 |
| Word Mark | PORTFOLIO WATERFALL |
| Filing Date | Friday, August 7, 2020 |
| Status | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Wednesday, June 16, 2021 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Indication of Colors claimed | The color(s) Black and White is/are claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "PORTFOLIO WATERFALL" |
| Description of Mark | The mark consists of The words Portfolio Waterfall only. |
| Goods and Services | Financial portfolio analysis services; Financial portfolio management; Financial management in the field of Financial Services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios |
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 | Wednesday, September 9, 2020 |
| Primary Code | 036 |
| First Use Anywhere Date | Saturday, August 1, 2020 |
| First Use In Commerce Date | Saturday, August 1, 2020 |
Trademark Owner History
| Party Name | Joshua Lee Curtis |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Lincoln, NE 68516 |
Trademark Events
| Event Date | Event Description |
| Wednesday, June 16, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, June 16, 2021 | NON-FINAL ACTION E-MAILED |
| Wednesday, June 16, 2021 | NON-FINAL ACTION WRITTEN |
| Saturday, June 5, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, June 4, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, June 4, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, December 4, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, December 4, 2020 | NON-FINAL ACTION E-MAILED |
| Friday, December 4, 2020 | NON-FINAL ACTION WRITTEN |
| Wednesday, December 2, 2020 | ASSIGNED TO EXAMINER |
| Thursday, September 10, 2020 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Wednesday, September 9, 2020 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Tuesday, August 11, 2020 | NEW APPLICATION ENTERED IN TRAM |
