PORTFOLIO WATERFALL Trademark

Trademark Overview


On Tuesday, March 29, 2022, 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 97336023. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Tuesday, March 26, 2024. This trademark is owned by CLARITY FINANCIAL LLC. 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 of transferable securities; Management of portfolios comprising securities; Management of securities portfolios
portfolio waterfall

General Information


Serial Number97336023
Word MarkPORTFOLIO WATERFALL
Filing DateTuesday, March 29, 2022
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateTuesday, March 26, 2024
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial 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 of transferable securities; Management of portfolios comprising securities; Management of securities portfolios

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, April 4, 2022
Primary Code036
First Use Anywhere DateSaturday, August 1, 2020
First Use In Commerce DateSaturday, August 1, 2020

Trademark Owner History


Party NameCLARITY FINANCIAL LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressLincoln, NE 68516

Trademark Events


Event DateEvent Description
Tuesday, March 26, 2024ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND
Tuesday, March 26, 2024ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Tuesday, September 12, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, September 12, 2023NON-FINAL ACTION E-MAILED
Tuesday, September 12, 2023NON-FINAL ACTION WRITTEN
Thursday, July 27, 2023ASSIGNED TO EXAMINER
Saturday, July 15, 2023TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 14, 2023CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 14, 2023TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 12, 2023APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
Wednesday, April 12, 2023APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
Wednesday, January 18, 2023NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, January 18, 2023NON-FINAL ACTION E-MAILED
Wednesday, January 18, 2023NON-FINAL ACTION WRITTEN
Thursday, January 12, 2023ASSIGNED TO EXAMINER
Monday, April 4, 2022NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, April 1, 2022NEW APPLICATION ENTERED