PURPOSE ALIGNED PORTFOLIO Trademark

Trademark Overview

On Friday, December 17, 2010, a trademark application was filed for PURPOSE ALIGNED PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the PURPOSE ALIGNED PORTFOLIO trademark a serial number of 85200253. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, August 2, 2019. This trademark is owned by Capelli Financial Services, Inc.. The PURPOSE ALIGNED PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

financial planning and investment advisory services; financial planning for retirement; Financial services, namely, wealth management services
purpose aligned portfolio

General Information

Serial Number85200253
Word MarkPURPOSE ALIGNED PORTFOLIO
Filing DateFriday, December 17, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, August 2, 2019
Registration Number4266437
Registration DateTuesday, January 1, 2013
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 16, 2012

Trademark Statements

Disclaimer with Predetermined Text"ALIGNED PORTFOLIO"
Goods and Servicesfinancial planning and investment advisory services; financial planning for retirement; Financial services, namely, wealth management services

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, August 2, 2019
Primary Code036
First Use Anywhere DateThursday, January 13, 2011
First Use In Commerce DateThursday, January 13, 2011

Trademark Owner History

Party NameCapelli Financial Services, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressBloomfield Hills, MI 48304
Party NameCapelli Financial Services, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressBloomfield Hills, MI 48304
Party NameCapelli Financial Services, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressBloomfield Hills, MI 48304

Trademark Events

Event DateEvent Description
Friday, August 2, 2019CANCELLED SEC. 8 (6-YR)
Monday, January 1, 2018COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, January 1, 2013REGISTERED-PRINCIPAL REGISTER
Tuesday, October 16, 2012OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 16, 2012PUBLISHED FOR OPPOSITION
Wednesday, September 26, 2012NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, September 12, 2012LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 12, 2012NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
Tuesday, September 11, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, September 11, 2012USE AMENDMENT ACCEPTED
Wednesday, September 5, 2012AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, September 5, 2012USE AMENDMENT FILED
Tuesday, September 4, 2012TEAS AMENDMENT OF USE RECEIVED
Monday, September 3, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, September 3, 2012NON-FINAL ACTION E-MAILED
Monday, September 3, 2012NON-FINAL ACTION WRITTEN
Wednesday, August 29, 2012PREVIOUS ALLOWANCE COUNT WITHDRAWN
Friday, August 24, 2012APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, August 1, 2012TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 1, 2012CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 26, 2012TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, April 4, 2012NOTIFICATION OF NON-FINAL ACTION E-MAILED
Wednesday, April 4, 2012NON-FINAL ACTION E-MAILED
Wednesday, April 4, 2012NON-FINAL ACTION WRITTEN
Thursday, March 15, 2012LIE CHECKED SUSP - TO ATTY FOR ACTION
Thursday, March 15, 2012ASSIGNED TO LIE
Monday, February 20, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 20, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, September 15, 2011NOTIFICATION OF LETTER OF SUSPENSION E-MAILED
Thursday, September 15, 2011LETTER OF SUSPENSION E-MAILED
Thursday, September 15, 2011SUSPENSION LETTER WRITTEN
Wednesday, August 24, 2011TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 24, 2011CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 24, 2011TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, March 20, 2011NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, March 20, 2011NON-FINAL ACTION E-MAILED
Sunday, March 20, 2011NON-FINAL ACTION WRITTEN
Saturday, March 19, 2011ASSIGNED TO EXAMINER
Wednesday, December 22, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, December 21, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

portfolio aligned purpose financial services planning wealth management namely retirement advisory investment