PORTFOLIOSOURCE Trademark
Trademark Overview
On Friday, December 8, 2000, a trademark application was filed for PORTFOLIOSOURCE with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOSOURCE trademark a serial number of 76178339. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 22, 2008. This trademark is owned by Charles Schwab & Co., Inc.. The PORTFOLIOSOURCE trademark is filed in the Insurance & Financial Services category with the following description:
Financial services, namely, creating model stock portfolios and providing research and reporting on stocks in the model portfolio
General Information
| Serial Number | 76178339 |
| Word Mark | PORTFOLIOSOURCE |
| Filing Date | Friday, December 8, 2000 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, August 22, 2008 |
| Registration Number | 2509823 |
| Registration Date | Tuesday, November 20, 2001 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, August 28, 2001 |
Trademark Statements
| Goods and Services | Financial services, namely, creating model stock portfolios and providing research and reporting on stocks in the model portfolio |
| Pseudo Mark | PORTFOLIO SOURCE |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, August 22, 2008 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, November 6, 2000 |
| First Use In Commerce Date | Monday, November 6, 2000 |
Trademark Owner History
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
| Party Name | Charles Schwab & Co., Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Francisco, CA 94104 |
Trademark Events
| Event Date | Event Description |
| Friday, August 22, 2008 | CANCELLED SEC. 8 (6-YR) |
| Friday, January 12, 2007 | CASE FILE IN TICRS |
| Tuesday, November 20, 2001 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 28, 2001 | PUBLISHED FOR OPPOSITION |
| Wednesday, August 8, 2001 | NOTICE OF PUBLICATION |
| Monday, April 9, 2001 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, April 4, 2001 | ASSIGNED TO EXAMINER |
