| Serial Number | 86164232 |
| Word Mark | QUANT + PORTFOLIO SERIES |
| Filing Date | Monday, January 13, 2014 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, April 23, 2021 |
| Registration Number | 4604708 |
| Registration Date | Tuesday, September 16, 2014 |
| Mark Drawing | 3000 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, July 1, 2014 |
| Indication of Colors claimed | Color is not claimed as a feature of the mark. |
| Disclaimer with Predetermined Text | "PORTFOLIO SERIES" |
| Description of Mark | The mark consists of the words "Quant + Portfolio Series" in stylized font, with a chevron above the words. |
| Goods and Services | Financial services, namely, wealth management services, investment management and wealth planning services, investment advisory services |
| Pseudo Mark | QUANT PLUS PORTFOLIO SERIES; QUANT AND PORTFOLIO SERIES |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, April 23, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Tuesday, October 15, 2013 |
| First Use In Commerce Date | Tuesday, October 15, 2013 |
| Party Name | Water Oak Advisors, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Winter Park, FL 32789 |
| Party Name | Water Oak Advisors, LLC |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Winter Park, FL 32789 |
| Party Name | Water Oak Advisors, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Winter Park, FL 32789 |
| Event Date | Event Description |
| Friday, April 23, 2021 | CANCELLED SEC. 8 (6-YR) |
| Monday, September 16, 2019 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, September 16, 2014 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, July 1, 2014 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, July 1, 2014 | PUBLISHED FOR OPPOSITION |
| Wednesday, June 11, 2014 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 27, 2014 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| Friday, May 23, 2014 | ASSIGNED TO LIE |
| Monday, May 12, 2014 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Saturday, May 10, 2014 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Friday, May 9, 2014 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, May 9, 2014 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 16, 2014 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 16, 2014 | NON-FINAL ACTION E-MAILED |
| Wednesday, April 16, 2014 | NON-FINAL ACTION WRITTEN |
| Tuesday, April 15, 2014 | ASSIGNED TO EXAMINER |
| Tuesday, January 28, 2014 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Monday, January 27, 2014 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Thursday, January 16, 2014 | NEW APPLICATION ENTERED IN TRAM |