TEMPORAL PORTFOLIO THEORY Trademark

Trademark Overview

On Thursday, January 5, 2017, a trademark application was filed for TEMPORAL PORTFOLIO THEORY with the United States Patent and Trademark Office. The USPTO has given the TEMPORAL PORTFOLIO THEORY trademark a serial number of 87291119. The federal status of this trademark filing is SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED as of Saturday, December 2, 2023. This trademark is owned by SumGrowth Strategies, LLC. The TEMPORAL PORTFOLIO THEORY trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment analysis and stock research; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments
temporal portfolio theory

General Information

Serial Number87291119
Word MarkTEMPORAL PORTFOLIO THEORY
Filing DateThursday, January 5, 2017
Status702 - SECTION 8 & 15 - ACCEPTED AND ACKNOWLEDGED
Status DateSaturday, December 2, 2023
Registration Number5280040
Registration DateTuesday, September 5, 2017
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, June 20, 2017

Trademark Statements

Goods and ServicesFinancial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial investment analysis and stock research; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and research in the field of finance and financial investments
NOT AVAILABLE"PORTFOLIO THEORY"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, January 13, 2017
Primary Code036
First Use Anywhere DateSaturday, October 8, 2016
First Use In Commerce DateSaturday, October 8, 2016

Trademark Owner History

Party NameSUMGROWTH, INC.
Party Type31 - New Owner After Registration
Legal Entity Type03 - Corporation
AddressSEATTLE, WA 98125
Party NameSumGrowth Strategies, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98125
Party NameSumGrowth Strategies, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98125
Party NameSumGrowth Strategies, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressSeattle, WA 98125

Trademark Events

Event DateEvent Description
Wednesday, March 29, 2017ASSIGNED TO EXAMINER
Monday, January 9, 2017NEW APPLICATION ENTERED
Friday, January 13, 2017NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Sunday, April 23, 2017TEAS RESPONSE TO OFFICE ACTION RECEIVED
Sunday, April 23, 2017CORRESPONDENCE RECEIVED IN LAW OFFICE
Sunday, April 23, 2017NON-FINAL ACTION WRITTEN
Sunday, April 23, 2017NON-FINAL ACTION E-MAILED
Sunday, April 23, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sunday, April 23, 2017NON-FINAL ACTION WRITTEN
Sunday, April 23, 2017NON-FINAL ACTION E-MAILED
Sunday, April 23, 2017NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 24, 2017TEAS/EMAIL CORRESPONDENCE ENTERED
Sunday, May 7, 2017APPROVED FOR PUB - PRINCIPAL REGISTER
Wednesday, May 31, 2017NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Tuesday, June 20, 2017PUBLISHED FOR OPPOSITION
Tuesday, June 20, 2017OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, September 5, 2017REGISTERED-PRINCIPAL REGISTER
Thursday, January 7, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 7, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 7, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 20, 2021TEAS CHANGE OF OWNER ADDRESS RECEIVED
Tuesday, April 20, 2021TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Tuesday, April 20, 2021ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, April 20, 2021TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 20, 2021APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, January 27, 2022TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, January 27, 2022ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, January 27, 2022TEAS CHANGE OF CORRESPONDENCE RECEIVED
Monday, September 5, 2022COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, June 5, 2023TEAS SECTION 8 & 15 RECEIVED
Saturday, December 2, 2023CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, December 2, 2023REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, December 2, 2023NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Thursday, December 5, 2024TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, December 5, 2024ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, December 5, 2024TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 26, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, June 26, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, June 26, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, June 20, 2024AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

theory portfolio temporal financial instruments products research providing securities investments services namely field