RISK-DEFINED PORTFOLIO Trademark
Trademark Overview
On Tuesday, January 16, 2018, a trademark application was filed for RISK-DEFINED PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the RISK-DEFINED PORTFOLIO trademark a serial number of 87756682. The federal status of this trademark filing is REGISTERED as of Tuesday, June 19, 2018. This trademark is owned by Core Capital Management, LLC. The RISK-DEFINED PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:
Financial advisory and consultancy services; Financial analysis and research services; Financial portfolio analysis services; Financial research; Financial risk assessment services
General Information
| Serial Number | 87756682 |
| Word Mark | RISK-DEFINED PORTFOLIO |
| Filing Date | Tuesday, January 16, 2018 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, June 19, 2018 |
| Registration Number | 5499728 |
| Registration Date | Tuesday, June 19, 2018 |
| 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 advisory and consultancy services; Financial analysis and research services; Financial portfolio analysis services; Financial research; Financial risk assessment services |
| NOT AVAILABLE | "PORTFOLIO" |
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 | Sunday, January 28, 2018 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, November 1, 2017 |
| First Use In Commerce Date | Wednesday, November 1, 2017 |
Trademark Owner History
| Party Name | AIPERION LLC |
| Party Type | 31 - New Owner After Registration |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | CHICAGO, IL 60654 |
| Party Name | Core Capital Management, LLC |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60654 |
| Party Name | Core Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Chicago, IL 60654 |
Trademark Events
| Event Date | Event Description |
| Thursday, April 26, 2018 | ASSIGNED TO EXAMINER |
| Friday, April 27, 2018 | EXAMINERS AMENDMENT E-MAILED |
| Friday, April 27, 2018 | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED |
| Friday, April 27, 2018 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| Wednesday, May 9, 2018 | ASSIGNED TO LIE |
| Wednesday, June 26, 2019 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| Monday, June 19, 2023 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED |
| Tuesday, June 11, 2024 | TEAS SECTION 8 RECEIVED |
| Tuesday, June 19, 2018 | REGISTERED-SUPPLEMENTAL REGISTER |
| Friday, January 19, 2018 | NEW APPLICATION ENTERED |
| Sunday, January 28, 2018 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Friday, April 27, 2018 | EXAMINERS AMENDMENT -WRITTEN |
| Friday, April 27, 2018 | EXAMINER'S AMENDMENT ENTERED |
| Wednesday, May 16, 2018 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
