PORTFOLIOS WITH A PLAN Trademark
Trademark Overview
On Wednesday, March 22, 2023, a trademark application was filed for PORTFOLIOS WITH A PLAN with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOS WITH A PLAN trademark a serial number of 97851598. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, January 30, 2024. The PORTFOLIOS WITH A PLAN trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning; Financial services, namely, wealth management services
General Information
| Serial Number | 97851598 |
| Word Mark | PORTFOLIOS WITH A PLAN |
| Filing Date | Wednesday, March 22, 2023 |
| Status | 686 - PUBLISHED FOR OPPOSITION |
| Status Date | Tuesday, January 30, 2024 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, January 30, 2024 |
Trademark Statements
| Goods and Services | Financial planning; Financial services, namely, wealth management services |
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 | Monday, March 27, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, December 20, 2011 |
| First Use In Commerce Date | Tuesday, December 20, 2011 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Nyack, NY 10960 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Nyack, NY 10960 |
Trademark Events
| Event Date | Event Description |
| Tuesday, January 30, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, January 30, 2024 | PUBLISHED FOR OPPOSITION |
| Wednesday, January 10, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Saturday, December 23, 2023 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Sunday, December 17, 2023 | ASSIGNED TO EXAMINER |
| Monday, March 27, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, March 25, 2023 | NEW APPLICATION ENTERED |
