PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX Trademark
Trademark Overview
On Friday, September 6, 2024, a trademark application was filed for PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX with the United States Patent and Trademark Office. The USPTO has given the PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX trademark a serial number of 98737148. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, March 24, 2025. This trademark is owned by Dunham & Associates Investment Counsel, Inc.. The PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Financial planning; Financial planning consultation; Financial portfolio management; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs
General Information
| Serial Number | 98737148 |
| Word Mark | PURPOSE ORIENTED PORTFOLIOS ADAPTIVE FINANCIAL OVERSIGHT MULTI-GENERATIONAL RETIREMENT RETIREMENT INVESTMENT PARADOX |
| Filing Date | Friday, September 6, 2024 |
| Status | 638 - NEW APPLICATION - ASSIGNED TO EXAMINER |
| Status Date | Monday, March 24, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial asset management; Financial planning; Financial planning consultation; Financial portfolio management; Financial planning for retirement; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, September 6, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 6, 2024 |
| First Use In Commerce Date | Friday, September 6, 2024 |
Trademark Owner History
| Party Name | Dunham & Associates Investment Counsel, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | San Diego, CA 92122 |
Trademark Events
| Event Date | Event Description |
| Friday, September 6, 2024 | NEW APPLICATION ENTERED |
| Sunday, March 23, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, March 24, 2025 | ASSIGNED TO EXAMINER |
