PREFERRED PORTFOLIO SERVICES Trademark

Trademark Overview

On Wednesday, June 6, 2007, a trademark application was filed for PREFERRED PORTFOLIO SERVICES with the United States Patent and Trademark Office. The USPTO has given the PREFERRED PORTFOLIO SERVICES trademark a serial number of 77199799. The federal status of this trademark filing is REGISTERED AND RENEWED as of Saturday, April 17, 2021. This trademark is owned by Commonwealth Equity Services, LLP. The PREFERRED PORTFOLIO SERVICES trademark is filed in the Insurance & Financial Services category with the following description:

investment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services
preferred portfolio services

General Information

Serial Number77199799
Word MarkPREFERRED PORTFOLIO SERVICES
Filing DateWednesday, June 6, 2007
Status800 - REGISTERED AND RENEWED
Status DateSaturday, April 17, 2021
Registration Number3900930
Registration DateTuesday, January 4, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 9, 2008

Trademark Statements

Disclaimer with Predetermined Text"PORTFOLIO SERVICES"
Goods and Servicesinvestment brokerage and insurance brokerage services; providing investment, financial and insurance management advice; and financial planning and financial consulting services

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, June 12, 2007
Primary Code036
First Use Anywhere DateTuesday, January 2, 1996
First Use In Commerce DateTuesday, January 2, 1996

Trademark Owner History

Party NameCommonwealth Equity Services, LLP
Party Type30 - Original Registrant
Legal Entity Type99 - Other
AddressWaltham, MA 02453
Party NameCommonwealth Equity Services, LLP
Party Type20 - Owner at Publication
Legal Entity Type99 - Other
AddressWaltham, MA 02453
Party NameCommonwealth Equity Services, LLP
Party Type10 - Original Applicant
Legal Entity Type99 - Other
AddressWaltham, MA 02453

Trademark Events

Event DateEvent Description
Saturday, April 17, 2021NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Saturday, April 17, 2021REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, April 17, 2021REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Saturday, April 17, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 4, 2021TEAS SECTION 8 & 9 RECEIVED
Saturday, August 12, 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Saturday, August 12, 2017REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, August 12, 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 3, 2017TEAS SECTION 8 & 15 RECEIVED
Tuesday, January 4, 2011REGISTERED-PRINCIPAL REGISTER
Tuesday, November 30, 2010NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
Monday, November 29, 2010LAW OFFICE REGISTRATION REVIEW COMPLETED
Sunday, November 28, 2010ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, October 28, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 28, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 27, 2010TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, May 11, 2010FINAL REFUSAL MAILED
Monday, May 10, 2010SU - FINAL REFUSAL - WRITTEN
Friday, April 30, 2010TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, April 30, 2010CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, April 28, 2010ASSIGNED TO LIE
Tuesday, April 13, 2010TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, April 13, 2010PETITION TO REVIVE-GRANTED
Tuesday, April 13, 2010TEAS PETITION TO REVIVE RECEIVED
Thursday, October 1, 2009NON-FINAL ACTION MAILED
Wednesday, September 30, 2009SU - NON-FINAL ACTION - WRITTEN
Monday, September 21, 2009STATEMENT OF USE PROCESSING COMPLETE
Thursday, August 27, 2009USE AMENDMENT FILED
Friday, September 18, 2009CASE ASSIGNED TO INTENT TO USE PARALEGAL
Thursday, August 27, 2009TEAS STATEMENT OF USE RECEIVED
Tuesday, March 3, 2009NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, December 9, 2008PUBLISHED FOR OPPOSITION
Wednesday, November 19, 2008NOTICE OF PUBLICATION
Thursday, November 6, 2008LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, November 6, 2008ASSIGNED TO LIE
Tuesday, November 4, 2008EXAMINERS AMENDMENT MAILED
Monday, November 3, 2008APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, November 3, 2008EXAMINER'S AMENDMENT ENTERED
Monday, November 3, 2008EXAMINERS AMENDMENT -WRITTEN
Thursday, October 9, 2008TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 8, 2008CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 8, 2008TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, May 12, 2008NON-FINAL ACTION MAILED
Monday, May 12, 2008NON-FINAL ACTION WRITTEN
Friday, April 18, 2008PETITION TO REVIVE-GRANTED
Friday, April 18, 2008TEAS PETITION TO REVIVE RECEIVED
Tuesday, February 5, 2008ASSIGNED TO EXAMINER
Monday, September 17, 2007NON-FINAL ACTION MAILED
Monday, September 17, 2007NON-FINAL ACTION WRITTEN
Thursday, September 13, 2007ASSIGNED TO EXAMINER
Tuesday, June 12, 2007NEW APPLICATION ENTERED IN TRAM

Related Keywords

services portfolio preferred financial investment brokerage insurance consulting planning providing management advice