PORTFOLION Trademark

Trademark Overview

On Saturday, July 5, 2008, a trademark application was filed for PORTFOLION with the United States Patent and Trademark Office. The USPTO has given the PORTFOLION trademark a serial number of 77515187. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, October 27, 2020. The PORTFOLION trademark is filed in the Insurance & Financial Services category with the following description:

Administration of employee welfare benefit plans; Financial administration of retirement plans; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; On-line financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
portfolion

General Information

Serial Number77515187
Word MarkPORTFOLION
Filing DateSaturday, July 5, 2008
Status800 - REGISTERED AND RENEWED
Status DateTuesday, October 27, 2020
Registration Number3781929
Registration DateTuesday, April 27, 2010
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 2, 2008

Trademark Statements

Goods and ServicesAdministration of employee welfare benefit plans; Financial administration of retirement plans; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; On-line financial planning services; Providing a web site that assists financial professionals in the management of retirement accounts; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement

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 9, 2008
Primary Code036
First Use Anywhere DateTuesday, May 15, 2001
First Use In Commerce DateTuesday, July 1, 2008

Trademark Owner History

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressAustin, TX 78746
Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressAustin, TX 78746
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressAustin, TX 78746

Trademark Events

Event DateEvent Description
Tuesday, October 27, 2020NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Tuesday, October 27, 2020REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, October 27, 2020REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, October 26, 2020TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
Monday, September 28, 2020POST REGISTRATION ACTION MAILED - SEC. 8 & 9
Monday, September 28, 2020CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sunday, August 16, 2020TEAS SECTION 8 & 9 RECEIVED
Saturday, April 27, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, May 15, 2015NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Friday, May 15, 2015REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Thursday, May 14, 2015CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, May 13, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 1, 2015APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, May 1, 2015TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, May 1, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 1, 2015TEAS SECTION 8 & 15 RECEIVED
Monday, April 27, 2015COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Friday, May 13, 2011TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 27, 2010REGISTERED-PRINCIPAL REGISTER
Tuesday, March 23, 2010NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, March 22, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, March 20, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, February 25, 2010STATEMENT OF USE PROCESSING COMPLETE
Wednesday, February 24, 2010USE AMENDMENT FILED
Thursday, February 25, 2010EXTENSION 2 GRANTED
Wednesday, February 24, 2010EXTENSION 2 FILED
Wednesday, February 24, 2010TEAS EXTENSION RECEIVED
Wednesday, February 24, 2010TEAS STATEMENT OF USE RECEIVED
Thursday, September 17, 2009EXTENSION 1 GRANTED
Monday, August 24, 2009EXTENSION 1 FILED
Wednesday, September 16, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, August 24, 2009TEAS EXTENSION RECEIVED
Monday, August 24, 2009TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, February 24, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 2, 2008PUBLISHED FOR OPPOSITION
Wednesday, November 12, 2008NOTICE OF PUBLICATION
Wednesday, October 29, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 29, 2008ASSIGNED TO LIE
Monday, October 20, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, October 10, 2008ASSIGNED TO EXAMINER
Wednesday, July 9, 2008NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfolion financial planning retirement services providing plans administration management assists accounts