SUZE ORMAN'S PROTECTION PORTFOLIO Trademark

Trademark Overview


On Wednesday, June 5, 2002, a trademark application was filed for SUZE ORMAN'S PROTECTION PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the SUZE ORMAN'S PROTECTION PORTFOLIO trademark a serial number of 76417707. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, May 9, 2024. This trademark is owned by SUZE ORMAN, TRUSTEE OF THE SUZE ORMAN REVOCABLE TRUST DATED MAY 11, 1998. The SUZE ORMAN'S PROTECTION PORTFOLIO trademark is filed in the Computer & Software Products & Electrical & Scientific Products, Paper & Printed Material Products, and Insurance & Financial Services categories with the following description:

[ pre-recorded audio tapes and ] compact discs featuring information on subjects of real estate, securities, financial planning, monetary affairs, investment banking, and commodity and mutual fund investments

series of educational books in the field of management and acquisition of income and capital, and pocket binders for use in connection with the organization of financial documents

financial investment services in the field of real estate and securities; financial analysis and consultation; financial management; financial planning; financial portfolio management; financial research; [ monetary exchange; real estate brokerage services; real estate acquisition services; real estate agencies; real estate appraisal; real estate investment; real estate management; investment banking services; ] commodity investment advice; and mutual fund investment
suze orman's protection portfolio

General Information


Serial Number76417707
Word MarkSUZE ORMAN'S PROTECTION PORTFOLIO
Filing DateWednesday, June 5, 2002
Status800 - REGISTERED AND RENEWED
Status DateThursday, May 9, 2024
Registration Number2816191
Registration DateTuesday, February 24, 2004
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateTuesday, December 2, 2003

Trademark Statements


Goods and Services[ pre-recorded audio tapes and ] compact discs featuring information on subjects of real estate, securities, financial planning, monetary affairs, investment banking, and commodity and mutual fund investments
Goods and Servicesseries of educational books in the field of management and acquisition of income and capital, and pocket binders for use in connection with the organization of financial documents
Pseudo MarkSUZE ORMANS PROTECTION PORTFOLIO
Goods and Servicesfinancial investment services in the field of real estate and securities; financial analysis and consultation; financial management; financial planning; financial portfolio management; financial research; [ monetary exchange; real estate brokerage services; real estate acquisition services; real estate agencies; real estate appraisal; real estate investment; real estate management; investment banking services; ] commodity investment advice; and mutual fund investment
NOT AVAILABLE"PROTECTION PORTFOLIO"

Classification Information


International Class009 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus and instruments for conducting, switching, transforming, accumulating, regulating or controlling electricity; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire extinguishing apparatus.
US Class Codes021, 023, 026, 036, 038
Class Status Code6 - Active
Class Status DateMonday, July 15, 2002
Primary Code009
First Use Anywhere DateFriday, April 5, 2002
First Use In Commerce DateFriday, April 5, 2002

International Class016 - Paper, cardboard and goods made from these materials, not included in other classes; printed matter; bookbinding material; photographs; stationery; adhesives for stationery or household purposes; artists' materials; paint brushes; typewriters and office requisites (except furniture); instructional and teaching material (except apparatus); plastic materials for packaging (not included in other classes); printers' type; printing blocks.
US Class Codes002, 005, 022, 023, 029, 037, 038, 050
Class Status Code6 - Active
Class Status DateMonday, July 15, 2002
Primary Code016
First Use Anywhere DateFriday, April 5, 2002
First Use In Commerce DateFriday, April 5, 2002

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateMonday, July 15, 2002
Primary Code036
First Use Anywhere DateFriday, April 5, 2002
First Use In Commerce DateFriday, April 5, 2002

Trademark Owner History


Party NameSUZE ORMAN, TRUSTEE OF THE SUZE ORMAN RE
Party Type32 - New Owner After Registration
Legal Entity Type17 - Trust
AddressSanta Monica, CA 90403

Party NameSUZE ORMAN, TRUSTEE OF THE SUZE ORMAN REVOCABLE TRUST DATED MAY 11, 1998
Party Type31 - New Owner After Registration
Legal Entity Type17 - Trust
AddressEMERYVILLE, CA, CA 94608

Party NameNOT AVAILABLE
Party Type30 - Original Registrant
Legal Entity Type01 - Individual
AddressEmeryville, CA 94608

Party NameNOT AVAILABLE
Party Type20 - Owner at Publication
Legal Entity Type01 - Individual
AddressEmeryville, CA 94608

Party NameNOT AVAILABLE
Party Type10 - Original Applicant
Legal Entity Type01 - Individual
AddressEmeryville, CA 94608

Trademark Events


Event DateEvent Description
Tuesday, October 22, 2002NON-FINAL ACTION MAILED
Tuesday, October 15, 2002ASSIGNED TO EXAMINER
Thursday, October 17, 2002ASSIGNED TO EXAMINER
Tuesday, May 29, 2007CASE FILE IN TICRS
Thursday, April 10, 2003PAPER RECEIVED
Thursday, April 10, 2003CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, May 1, 2003FINAL REFUSAL MAILED
Wednesday, June 4, 2003EXAMINERS AMENDMENT MAILED
Thursday, June 12, 2003APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, November 12, 2003NOTICE OF PUBLICATION
Tuesday, December 2, 2003PUBLISHED FOR OPPOSITION
Tuesday, February 24, 2004REGISTERED-PRINCIPAL REGISTER
Wednesday, February 7, 2007TEAS CHANGE OF CORRESPONDENCE RECEIVED
Wednesday, October 21, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Wednesday, October 28, 2009AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Monday, February 24, 2014TEAS SECTION 8 & 9 RECEIVED
Wednesday, February 24, 2010TEAS SECTION 8 & 15 RECEIVED
Wednesday, March 10, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, March 18, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Friday, March 16, 2012TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Friday, March 16, 2012ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, February 24, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, February 24, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, March 13, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, January 22, 2024TEAS SECTION 8 & 9 RECEIVED
Monday, February 24, 2014REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Thursday, March 13, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, March 13, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, March 13, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Monday, September 12, 2016TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, November 20, 2018TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, November 20, 2018ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Friday, February 24, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Thursday, May 9, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, May 9, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, May 9, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Thursday, May 9, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED