PUBLIC FUNDS REFERENCE PORTFOLIO TOOL KIT Trademark

Trademark Overview

On Friday, June 13, 2025, a trademark application was filed for PUBLIC FUNDS REFERENCE PORTFOLIO TOOL KIT with the United States Patent and Trademark Office. The USPTO has given the PUBLIC FUNDS REFERENCE PORTFOLIO TOOL KIT trademark a serial number of 99233699. The federal status of this trademark filing is PUBLISHED FOR OPPOSITION as of Tuesday, December 23, 2025. The PUBLIC FUNDS REFERENCE PORTFOLIO TOOL KIT trademark is filed in the Insurance & Financial Services category with the following description:

Investment management; Investment management in the fields of public funds; Investment consultation; Investment consultation in the fields of public funds; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
public funds reference portfolio tool kit

General Information

Serial Number99233699
Word MarkPUBLIC FUNDS REFERENCE PORTFOLIO TOOL KIT
Filing DateFriday, June 13, 2025
Status686 - PUBLISHED FOR OPPOSITION
Status DateTuesday, December 23, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, December 23, 2025

Trademark Statements

Goods and ServicesInvestment management; Investment management in the fields of public funds; Investment consultation; Investment consultation in the fields of public funds; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services
NOT AVAILABLE"PUBLIC FUNDS" and "PORTFOLIO TOOL KIT"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, June 13, 2025
Primary Code036
First Use Anywhere DateNOT AVAILABLE
First Use In Commerce DateNOT AVAILABLE

Trademark Owner History

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressCincinnati, OH 45208
Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressCincinnati, OH 45208

Trademark Events

Event DateEvent Description
Friday, June 13, 2025NEW APPLICATION ENTERED
Friday, June 13, 2025APPLICATION FILING RECEIPT MAILED
Wednesday, October 22, 2025NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Monday, November 3, 2025ASSIGNED TO EXAMINER
Wednesday, November 12, 2025NON-FINAL ACTION WRITTEN
Wednesday, November 12, 2025NON-FINAL ACTION E-MAILED
Wednesday, November 12, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, November 21, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, November 21, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, November 21, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, November 24, 2025APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, December 17, 2025NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, December 23, 2025PUBLISHED FOR OPPOSITION
Tuesday, December 23, 2025OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Related Keywords

tool portfolio reference funds public investment management consultation services fields namely financial advice