PORTFOLIOTRAC Trademark

Trademark Overview

On Wednesday, May 26, 2010, a trademark application was filed for PORTFOLIOTRAC with the United States Patent and Trademark Office. The USPTO has given the PORTFOLIOTRAC trademark a serial number of 85048064. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, June 29, 2018. This trademark is owned by Citizens Business Bank. The PORTFOLIOTRAC trademark is filed in the Insurance & Financial Services category with the following description:

Wealth management, namely, financial asset management, financial portfolio management, financial planning, and the management, and planning of investments; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance
portfoliotrac

General Information

Serial Number85048064
Word MarkPORTFOLIOTRAC
Filing DateWednesday, May 26, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, June 29, 2018
Registration Number4060927
Registration DateTuesday, November 22, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, February 15, 2011

Trademark Statements

Goods and ServicesWealth management, namely, financial asset management, financial portfolio management, financial planning, and the management, and planning of investments; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance
Pseudo MarkPORTFOLIO TRAC

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, June 29, 2018
Primary Code036
First Use Anywhere DateFriday, December 31, 2010
First Use In Commerce DateFriday, December 31, 2010

Trademark Owner History

Party NameCitizens Business Bank
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressOntario, CA 91764
Party NameCitizens Business Bank
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressOntario, CA 91764
Party NameCitizens Business Bank
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressOntario, CA 91764

Trademark Events

Event DateEvent Description
Friday, June 29, 2018CANCELLED SEC. 8 (6-YR)
Tuesday, November 22, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 22, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, October 18, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Monday, October 17, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, October 13, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, September 28, 2011STATEMENT OF USE PROCESSING COMPLETE
Monday, September 26, 2011USE AMENDMENT FILED
Tuesday, September 27, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Monday, September 26, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, April 12, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, February 15, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, February 15, 2011PUBLISHED FOR OPPOSITION
Saturday, January 8, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Saturday, January 8, 2011ASSIGNED TO LIE
Tuesday, December 14, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 14, 2010EXAMINER'S AMENDMENT ENTERED
Tuesday, December 14, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 14, 2010EXAMINERS AMENDMENT E-MAILED
Tuesday, December 14, 2010EXAMINERS AMENDMENT -WRITTEN
Saturday, September 11, 2010NOTIFICATION OF NON-FINAL ACTION E-MAILED
Saturday, September 11, 2010NON-FINAL ACTION E-MAILED
Saturday, September 11, 2010NON-FINAL ACTION WRITTEN
Thursday, September 9, 2010ASSIGNED TO EXAMINER
Wednesday, June 2, 2010NOTICE OF PSEUDO MARK MAILED
Tuesday, June 1, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Saturday, May 29, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfoliotrac management financial namely planning portfolio single account maintenance within investment