TAX SYNCHRONIZED PORTFOLIO Trademark

Trademark Overview

On Tuesday, August 22, 2017, a trademark application was filed for TAX SYNCHRONIZED PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the TAX SYNCHRONIZED PORTFOLIO trademark a serial number of 87578401. The federal status of this trademark filing is REGISTERED as of Tuesday, October 30, 2018. This trademark is owned by The Mather Group, Inc.. The TAX SYNCHRONIZED PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

Financial portfolio management
tax synchronized portfolio

General Information

Serial Number87578401
Word MarkTAX SYNCHRONIZED PORTFOLIO
Filing DateTuesday, August 22, 2017
Status700 - REGISTERED
Status DateTuesday, October 30, 2018
Registration Number5596966
Registration DateTuesday, October 30, 2018
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, January 16, 2018

Trademark Statements

Goods and ServicesFinancial portfolio management
Disclaimer with Predetermined Text"TAX" AND "PORTFOLIO"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateSaturday, August 26, 2017
Primary Code036
First Use Anywhere DateFriday, August 24, 2018
First Use In Commerce DateFriday, August 24, 2018

Trademark Owner History

Party NameTHE MATHER GROUP, LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60654
Party NameThe Mather Group, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60654
Party NameThe Mather Group, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressChicago, IL 60654
Party NameThe Mather Group, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60654

Trademark Events

Event DateEvent Description
Monday, October 30, 2023COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Wednesday, July 14, 2021ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, June 18, 2020AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Tuesday, October 30, 2018REGISTERED-PRINCIPAL REGISTER
Saturday, September 22, 2018NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, September 21, 2018ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, September 20, 2018STATEMENT OF USE PROCESSING COMPLETE
Friday, August 24, 2018USE AMENDMENT FILED
Wednesday, September 19, 2018CASE ASSIGNED TO INTENT TO USE PARALEGAL
Friday, August 24, 2018TEAS STATEMENT OF USE RECEIVED
Tuesday, March 13, 2018NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, January 16, 2018OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, January 16, 2018PUBLISHED FOR OPPOSITION
Wednesday, December 27, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Wednesday, December 6, 2017ASSIGNED TO LIE
Tuesday, November 28, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, November 28, 2017EXAMINER'S AMENDMENT ENTERED
Tuesday, November 28, 2017NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, November 28, 2017EXAMINERS AMENDMENT E-MAILED
Tuesday, November 28, 2017EXAMINERS AMENDMENT -WRITTEN
Tuesday, November 28, 2017ASSIGNED TO EXAMINER
Saturday, August 26, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Friday, August 25, 2017NEW APPLICATION ENTERED

Related Keywords

portfolio synchronized management financial