PORTFOLIO WITH PURPOSE Trademark

Trademark Overview

On Saturday, January 21, 2012, a trademark application was filed for PORTFOLIO WITH PURPOSE with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIO WITH PURPOSE trademark a serial number of 85521973. The federal status of this trademark filing is ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE as of Wednesday, November 28, 2012. This trademark is owned by Charlotte Lippert Wealth Management LLC. The PORTFOLIO WITH PURPOSE trademark is filed in the Insurance & Financial Services category with the following description:

Advice relating to investments; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning, namely, portfolio management services
portfolio with purpose

General Information

Serial Number85521973
Word MarkPORTFOLIO WITH PURPOSE
Filing DateSaturday, January 21, 2012
Status602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE
Status DateWednesday, November 28, 2012
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 ServicesAdvice relating to investments; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial asset management; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning, namely, portfolio management services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateWednesday, January 25, 2012
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameCharlotte Lippert Wealth Management LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressCarmel, IN 46032

Trademark Events

Event DateEvent Description
Wednesday, November 28, 2012ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND
Wednesday, November 28, 2012ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Wednesday, May 2, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, May 2, 2012NON-FINAL ACTION E-MAILED
Wednesday, May 2, 2012NON-FINAL ACTION WRITTEN
Monday, April 30, 2012ASSIGNED TO EXAMINER
Wednesday, January 25, 2012NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Wednesday, January 25, 2012NEW APPLICATION ENTERED IN TRAM

Related Keywords

purpose portfolio financial services investment namely management securities advisory other asset analysis