TAILORED ADVISORY PORTFOLIO Trademark

Trademark Overview

On Friday, September 19, 2014, a trademark application was filed for TAILORED ADVISORY PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the TAILORED ADVISORY PORTFOLIO trademark a serial number of 86399948. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Wednesday, June 1, 2022. This trademark is owned by Vestmark, Inc.. The TAILORED ADVISORY PORTFOLIO trademark is filed in the Computer & Software Services & Scientific Services category with the following description:

Software as a service (SAAS) services featuring software for managing investment accounts
tailored advisory portfolio

General Information

Serial Number86399948
Word MarkTAILORED ADVISORY PORTFOLIO
Filing DateFriday, September 19, 2014
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateWednesday, June 1, 2022
Registration Number4886651
Registration DateTuesday, January 12, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 10, 2015

Trademark Statements

NOT AVAILABLE"ADVISORY PORTFOLIO"
Goods and ServicesSoftware as a service (SAAS) services featuring software for managing investment accounts

Classification Information

International Class042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software.
US Class Codes100, 101
Class Status Code6 - Active
Class Status DateFriday, September 26, 2014
Primary Code042
First Use Anywhere DateWednesday, April 30, 2014
First Use In Commerce DateWednesday, April 30, 2014

Trademark Owner History

Party NameVestmark, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880
Party NameVestmark, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880
Party NameVestmark, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWakefield, MA 01880

Trademark Events

Event DateEvent Description
Friday, September 26, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Tuesday, September 23, 2014NEW APPLICATION ENTERED
Tuesday, January 27, 2015ASSIGNED TO LIE
Tuesday, March 10, 2015PUBLISHED FOR OPPOSITION
Tuesday, January 6, 2015ASSIGNED TO EXAMINER
Tuesday, January 6, 2015EXAMINERS AMENDMENT -WRITTEN
Tuesday, January 6, 2015EXAMINERS AMENDMENT E-MAILED
Tuesday, January 6, 2015NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, January 6, 2015EXAMINER'S AMENDMENT ENTERED
Tuesday, January 6, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Friday, January 30, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, February 18, 2015NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Monday, December 7, 2015STATEMENT OF USE PROCESSING COMPLETE
Tuesday, March 10, 2015OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, May 5, 2015NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Wednesday, November 4, 2015SOU TEAS EXTENSION RECEIVED
Wednesday, November 4, 2015SOU EXTENSION 1 FILED
Tuesday, November 17, 2015SOU EXTENSION 1 GRANTED
Tuesday, November 17, 2015TEAS STATEMENT OF USE RECEIVED
Tuesday, November 17, 2015USE AMENDMENT FILED
Tuesday, November 17, 2015CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, November 18, 2015NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
Tuesday, January 12, 2016REGISTERED-PRINCIPAL REGISTER
Tuesday, January 12, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, June 1, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, June 1, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, December 8, 2015ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Wednesday, December 9, 2015NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Thursday, December 9, 2021TEAS SECTION 8 & 15 RECEIVED
Wednesday, June 1, 2022NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Sunday, January 12, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

portfolio advisory tailored software investment accounts managing services service saas featuring