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 NON-FINAL ACTION - MAILED as of Friday, September 20, 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 | 641 - NON-FINAL ACTION - MAILED |
| Status Date | Friday, September 20, 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 OFFICE SUPPLIED DATA ENTERED |
| Thursday, September 19, 2024 | ASSIGNED TO EXAMINER |
| Friday, September 20, 2024 | NON-FINAL ACTION E-MAILED |
| Friday, September 20, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Friday, September 20, 2024 | NON-FINAL ACTION WRITTEN |
| Wednesday, March 6, 2024 | NEW APPLICATION ENTERED |
