THE ADAPTIVE INVESTMENT PORTFOLIO Trademark

Trademark Overview


On Thursday, June 28, 2018, a trademark application was filed for THE ADAPTIVE INVESTMENT PORTFOLIO with the United States Patent and Trademark Office. The USPTO has given the THE ADAPTIVE INVESTMENT PORTFOLIO trademark a serial number of 88018200. The federal status of this trademark filing is ABANDONED - INCOMPLETE RESPONSE as of Friday, March 12, 2021. This trademark is owned by Ernst & Co. Wealth Management, LLC. The THE ADAPTIVE INVESTMENT PORTFOLIO trademark is filed in the Insurance & Financial Services category with the following description:

Financial planning; Investment advisory services; Advice relating to investments; Financial management in the field of investment portfolio; Financial planning and investment advisory services
the adaptive investment portfolio

General Information


Serial Number88018200
Word MarkTHE ADAPTIVE INVESTMENT PORTFOLIO
Filing DateThursday, June 28, 2018
Status600 - ABANDONED - INCOMPLETE RESPONSE
Status DateFriday, March 12, 2021
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Disclaimer with Predetermined Text"INVESTMENT PORTFOLIO"
Goods and ServicesFinancial planning; Investment advisory services; Advice relating to investments; Financial management in the field of investment portfolio; Financial planning and investment advisory services

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, July 3, 2018
Primary Code036
First Use Anywhere DateWednesday, November 14, 2018
First Use In Commerce DateWednesday, November 14, 2018

Trademark Owner History


Party NameErnst & Co. Wealth Management, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressManhattan Beach, CA 90266

Trademark Events


Event DateEvent Description
Friday, March 12, 2021ABANDONMENT NOTICE MAILED - INCOMPLETE RESPONSE
Friday, March 12, 2021ABANDONMENT - INCOMPLETE RESPONSE
Saturday, February 27, 2021TEAS/EMAIL CORRESPONDENCE ENTERED
Saturday, February 27, 2021CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, February 22, 2021TEAS REQUEST FOR RECONSIDERATION RECEIVED
Saturday, January 23, 2021NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Saturday, January 23, 2021CONTINUATION OF FINAL REFUSAL E-MAILED
Saturday, January 23, 2021ACTION CONTINUING A FINAL - COMPLETED
Thursday, December 31, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, December 31, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, December 30, 2020ASSIGNED TO LIE
Monday, December 21, 2020TEAS REQUEST FOR RECONSIDERATION RECEIVED
Friday, June 26, 2020NOTIFICATION OF SUBSEQUENT FINAL EMAILED
Friday, June 26, 2020SUBSEQUENT FINAL EMAILED
Friday, June 26, 2020SUBSEQUENT FINAL REFUSAL WRITTEN
Monday, June 8, 2020TEAS/EMAIL CORRESPONDENCE ENTERED
Monday, June 8, 2020CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, June 2, 2020TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, December 3, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, December 3, 2019NON-FINAL ACTION E-MAILED
Tuesday, December 3, 2019NON-FINAL ACTION WRITTEN
Wednesday, November 20, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, November 20, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, November 18, 2019ASSIGNED TO LIE
Wednesday, November 13, 2019TEAS REQUEST FOR RECONSIDERATION RECEIVED
Thursday, November 14, 2019AMENDMENT TO USE PROCESSING COMPLETE
Thursday, November 14, 2019USE AMENDMENT FILED
Wednesday, November 13, 2019TEAS AMENDMENT OF USE RECEIVED
Monday, November 4, 2019NOTIFICATION OF FINAL REFUSAL EMAILED
Monday, November 4, 2019FINAL REFUSAL E-MAILED
Monday, November 4, 2019FINAL REFUSAL WRITTEN
Thursday, October 3, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, October 2, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, October 2, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, October 2, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Wednesday, October 2, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, August 8, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, August 8, 2019NON-FINAL ACTION E-MAILED
Thursday, August 8, 2019NON-FINAL ACTION WRITTEN
Tuesday, July 9, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, July 9, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, July 9, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, May 24, 2019NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, May 24, 2019NON-FINAL ACTION E-MAILED
Friday, May 24, 2019NON-FINAL ACTION WRITTEN
Tuesday, April 23, 2019TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, April 23, 2019CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, April 23, 2019TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, October 23, 2018NOTIFICATION OF NON-FINAL ACTION E-MAILED
Tuesday, October 23, 2018NON-FINAL ACTION E-MAILED
Tuesday, October 23, 2018NON-FINAL ACTION WRITTEN
Friday, October 19, 2018ASSIGNED TO EXAMINER
Tuesday, July 3, 2018NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Monday, July 2, 2018NEW APPLICATION ENTERED IN TRAM