PORTFORMULAS Trademark

Trademark Overview

On Friday, October 20, 2006, a trademark application was filed for PORTFORMULAS with the United States Patent and Trademark Office. The USPTO has given the PORTFORMULAS trademark a serial number of 77025701. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, November 23, 2018. This trademark is owned by USA Financial Formulas, LLC. The PORTFORMULAS trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Analyzing and compiling data for measuring the performance of financial markets

Providing information in the field of personal financial investments via the Internet; financial planning, namely, the creation of personalized strategies to achieve financial independence
portformulas

General Information

Serial Number77025701
Word MarkPORTFORMULAS
Filing DateFriday, October 20, 2006
Status800 - REGISTERED AND RENEWED
Status DateFriday, November 23, 2018
Registration Number3534522
Registration DateTuesday, November 18, 2008
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 1, 2008

Trademark Statements

Goods and ServicesAnalyzing and compiling data for measuring the performance of financial markets
Goods and ServicesProviding information in the field of personal financial investments via the Internet; financial planning, namely, the creation of personalized strategies to achieve financial independence
Pseudo MarkPORTFOLIO FORMULAS

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 26, 2006
Primary Code035
First Use Anywhere DateFriday, May 19, 2006
First Use In Commerce DateFriday, May 19, 2006
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 26, 2006
Primary Code036
First Use Anywhere DateFriday, May 19, 2006
First Use In Commerce DateFriday, May 19, 2006

Trademark Owner History

Party NameUSA FINANCIAL FORMULAS CORPORATION
Party Type33 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressADA, MI 49301
Party NameUSA FINANCIAL PORTFORMULAS CORPORATION
Party Type32 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressADA, MI 49301
Party NamePORTFORMULAS INVESTING CORPORATION
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressADA, MI 49301
Party NameUSA Financial Formulas, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressAda, MI 49301
Party NameUSA Financial Formulas, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressAda, MI 49301
Party NameUSA Financial Formulas, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressAda, MI 49301

Trademark Events

Event DateEvent Description
Thursday, October 26, 2006NEW APPLICATION ENTERED
Friday, October 27, 2006NOTICE OF PSEUDO MARK MAILED
Tuesday, March 6, 2007ASSIGNED TO EXAMINER
Thursday, March 15, 2007NON-FINAL ACTION WRITTEN
Thursday, March 15, 2007NON-FINAL ACTION E-MAILED
Monday, September 17, 2007TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, September 17, 2007CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, September 18, 2007TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 11, 2007ASSIGNED TO EXAMINER
Tuesday, October 23, 2007APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 27, 2007ASSIGNED TO LIE
Tuesday, November 27, 2007LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, December 12, 2007NOTICE OF PUBLICATION
Tuesday, January 1, 2008PUBLISHED FOR OPPOSITION
Tuesday, March 25, 2008NOA MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, September 24, 2008SOU TEAS EXTENSION RECEIVED
Wednesday, September 24, 2008SOU EXTENSION 1 FILED
Wednesday, September 24, 2008SOU EXTENSION 1 GRANTED
Tuesday, September 30, 2008TEAS STATEMENT OF USE RECEIVED
Thursday, October 2, 2008CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, September 30, 2008USE AMENDMENT FILED
Thursday, October 2, 2008STATEMENT OF USE PROCESSING COMPLETE
Wednesday, October 15, 2008ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, October 16, 2008LAW OFFICE REGISTRATION REVIEW COMPLETED
Tuesday, November 18, 2008REGISTERED-PRINCIPAL REGISTER
Tuesday, September 4, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, September 4, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, January 9, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, May 8, 2013AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, January 21, 2014TEAS SECTION 8 & 15 RECEIVED
Sunday, February 2, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, January 21, 2014REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Sunday, February 2, 2014REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Sunday, February 2, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, November 18, 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, November 13, 2018TEAS SECTION 8 & 9 RECEIVED
Friday, November 23, 2018CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, November 23, 2018REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Friday, November 23, 2018REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Friday, November 23, 2018NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, January 29, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 15, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, October 15, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 15, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, December 16, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, December 16, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Tuesday, December 16, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED

Related Keywords

portformulas financial creation namely planning internet personalized independence achieve strategies investments