SAFER PORTFOLIO Trademark
Trademark Overview
On Wednesday, March 6, 2024, a trademark application was filed for SAFER PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the SAFER PORTFOLIO trademark a serial number of 98436944. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Wednesday, March 6, 2024. This trademark is owned by Applied Finance Capital Management LLC. The SAFER PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:
Financial analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial data analysis; Financial forecasting; Financial information; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial valuations; Financial advice; Financial analysis; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment risk assessment services; Providing information in the field of finance; Providing information in the field of finance via a website; Providing information in the field of personal finance
General Information
| Serial Number | 98436944 |
| Word Mark | SAFER PORTFOLIO |
| Filing Date | Wednesday, March 6, 2024 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Wednesday, March 6, 2024 |
| 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 analysis and consultation; Financial asset management; Financial consultancy; Financial consultation; Financial consulting; Financial data analysis; Financial forecasting; Financial information; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial valuations; Financial advice; Financial analysis; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment risk assessment services; Providing information in the field of finance; Providing information in the field of finance via a website; Providing information in the field of personal finance |
| 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 | Wednesday, March 6, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Applied Finance Capital Management LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | San Juan, PR 00909 |
Trademark Events
| Event Date | Event Description |
| Wednesday, March 6, 2024 | NEW APPLICATION ENTERED |
| Wednesday, March 6, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
