REPORTFOLIO Trademark

Trademark Overview

On Wednesday, September 23, 1998, a trademark application was filed for REPORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the REPORTFOLIO trademark a serial number of 75560968. The federal status of this trademark filing is REGISTERED AND RENEWED as of Wednesday, October 2, 2019. This trademark is owned by MORGAN KEEGAN & COMPANY. The REPORTFOLIO trademark is filed in the Advertising, Business and Retail Services category with the following description:

PORTFOLIO ACCOUNTING AND REPORTING SERVICES, NAMELY, PREPARING ACCOUNTING REPORTS FOR COMPLIANCE WITH GOVERNMENT REGULATORY AND FEDERAL FINANCIAL INSTITUTIONS EXAMINATIONS COUNCIL REQUIREMENTS; PREPARING REPORTS FOR EVALUATION OF PORTFOLIO PERFORMANCE; PREPARING REPORTS FOR STRATEGIC PORTFOLIO ANALYSIS
reportfolio

General Information

Serial Number75560968
Word MarkREPORTFOLIO
Filing DateWednesday, September 23, 1998
Status800 - REGISTERED AND RENEWED
Status DateWednesday, October 2, 2019
Registration Number2369386
Registration DateTuesday, July 18, 2000
Mark Drawing1000 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, September 14, 1999

Trademark Statements

Goods and ServicesPORTFOLIO ACCOUNTING AND REPORTING SERVICES, NAMELY, PREPARING ACCOUNTING REPORTS FOR COMPLIANCE WITH GOVERNMENT REGULATORY AND FEDERAL FINANCIAL INSTITUTIONS EXAMINATIONS COUNCIL REQUIREMENTS; PREPARING REPORTS FOR EVALUATION OF PORTFOLIO PERFORMANCE; PREPARING REPORTS FOR STRATEGIC PORTFOLIO ANALYSIS
Pseudo MarkREPORT FOLIO

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 20, 1998
Primary Code035
First Use Anywhere DateWednesday, November 11, 1998
First Use In Commerce DateWednesday, November 11, 1998

Trademark Owner History

Party NameRaymond James Financial, Inc.
Party Type40 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSt. Petersburg, FL 33716
Party NameMK ASSET, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressWILMINGTON, DE 19810
Party NameMORGAN KEEGAN & COMPANY
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressMEMPHIS, TN 38103
Party NameMORGAN KEEGAN & COMPANY
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressMEMPHIS, TN 38103
Party NameMORGAN KEEGAN & COMPANY
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressMEMPHIS, TN 38103

Trademark Events

Event DateEvent Description
Wednesday, October 2, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Wednesday, October 2, 2019REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Wednesday, October 2, 2019REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Monday, September 23, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, August 14, 2019TEAS SECTION 8 & 9 RECEIVED
Thursday, July 18, 2019COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, October 14, 2015ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, June 8, 2015TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, November 26, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 26, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Saturday, July 3, 2010REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Saturday, July 3, 2010REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, June 29, 2010TEAS SECTION 8 & 9 RECEIVED
Wednesday, March 5, 2008AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Friday, April 13, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Saturday, March 3, 2007REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Wednesday, February 28, 2007ASSIGNED TO PARALEGAL
Tuesday, January 2, 2007REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
Tuesday, January 2, 2007TEAS SECTION 8 & 15 RECEIVED
Friday, March 10, 2006CASE FILE IN TICRS
Tuesday, July 18, 2000REGISTERED-PRINCIPAL REGISTER
Monday, May 15, 2000ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Tuesday, May 9, 2000STATEMENT OF USE PROCESSING COMPLETE
Friday, March 3, 2000USE AMENDMENT FILED
Tuesday, December 7, 1999NOA MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, September 14, 1999PUBLISHED FOR OPPOSITION
Friday, August 13, 1999NOTICE OF PUBLICATION
Monday, May 24, 1999APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, May 10, 1999CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, April 29, 1999NON-FINAL ACTION MAILED
Thursday, April 22, 1999ASSIGNED TO EXAMINER

Related Keywords

reportfolio portfolio reports preparing accounting council examinations requirements evaluation performance institutions