| Serial Number | 90561972 |
| Word Mark | THE BEHAVIORAL PORTFOLIO |
| Filing Date | Friday, March 5, 2021 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, May 28, 2024 |
| Registration Number | 7402373 |
| Registration Date | Tuesday, May 28, 2024 |
| Mark Drawing | 3 - Illustration: Drawing or design which also includes word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, February 8, 2022 |
| Goods and Services | Educational services, namely, conducting seminars and webinars for financial and investment advisors in the field of financial and investment management and advising; business training and coaching services for financial and investment advisors in the field of financial and investment management and advising |
| Description of Mark | The mark consists of the words "THE BEHAVIORAL PORTFOLIO"; directly to the left of the words "THE BEHAVIOR PORTFOLIO" are two lines in the shape of a wave; the two lines overlap each other in the initial left side of the wave shape and then run parallel to each other in the second part right half of the wave shape. |
| Goods and Services | Financial portfolio management, construction, analysis, and advisory services; investment advisory services; financial investment analysis and investment research services; investment of funds; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others; monitoring financial markets for investment purposes; providing information, commentary, and advice in the field of finance and financial investments; mutual fund investment and advisory services; management of exchange-traded funds |
| NOT AVAILABLE | "THE BEHAVIORAL PORTFOLIO" |
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 4, 2021 |
| Primary Code | 036 |
| First Use Anywhere Date | Friday, September 23, 2022 |
| First Use In Commerce Date | Friday, September 23, 2022 |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, June 4, 2021 |
| Primary Code | 041 |
| First Use Anywhere Date | Friday, September 29, 2023 |
| First Use In Commerce Date | Friday, September 29, 2023 |
| Party Name | Toews Corporation |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Northfield, NJ 08225 |
| Party Name | Toews Corporation |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Northfield, NJ 08225 |
| Party Name | Toews Corporation |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Northfield, NJ 08225 |
| Event Date | Event Description |
| Tuesday, September 28, 2021 | ASSIGNED TO EXAMINER |
| Tuesday, March 9, 2021 | NEW APPLICATION ENTERED |
| Friday, June 4, 2021 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, June 5, 2021 | NOTICE OF DESIGN SEARCH CODE E-MAILED |
| Friday, October 1, 2021 | NON-FINAL ACTION WRITTEN |
| Friday, October 1, 2021 | NON-FINAL ACTION E-MAILED |
| Friday, October 1, 2021 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Thursday, December 30, 2021 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Thursday, December 30, 2021 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Thursday, December 30, 2021 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, January 3, 2022 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, January 19, 2022 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, February 8, 2022 | PUBLISHED FOR OPPOSITION |
| Tuesday, February 8, 2022 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, April 5, 2022 | NOA E-MAILED - SOU REQUIRED FROM APPLICANT |
| Thursday, September 29, 2022 | SOU TEAS EXTENSION RECEIVED |
| Thursday, September 29, 2022 | SOU EXTENSION 1 FILED |
| Thursday, September 29, 2022 | SOU EXTENSION 1 GRANTED |
| Saturday, October 1, 2022 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Tuesday, April 4, 2023 | SOU TEAS EXTENSION RECEIVED |
| Tuesday, April 4, 2023 | SOU EXTENSION 2 FILED |
| Tuesday, April 4, 2023 | SOU EXTENSION 2 GRANTED |
| Thursday, April 6, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, October 5, 2023 | SOU TEAS EXTENSION RECEIVED |
| Thursday, October 5, 2023 | SOU EXTENSION 3 FILED |
| Thursday, October 5, 2023 | SOU EXTENSION 3 GRANTED |
| Saturday, October 7, 2023 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Wednesday, March 13, 2024 | SOU EXTENSION 4 FILED |
| Wednesday, March 13, 2024 | USE AMENDMENT FILED |
| Wednesday, March 13, 2024 | SOU TEAS EXTENSION RECEIVED |
| Wednesday, March 13, 2024 | TEAS STATEMENT OF USE RECEIVED |
| Wednesday, April 3, 2024 | CASE ASSIGNED TO INTENT TO USE PARALEGAL |
| Friday, April 5, 2024 | SOU EXTENSION 4 GRANTED |
| Friday, April 5, 2024 | STATEMENT OF USE PROCESSING COMPLETE |
| Saturday, April 6, 2024 | NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED |
| Thursday, April 25, 2024 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Thursday, April 25, 2024 | NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED |
| Tuesday, May 28, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, May 28, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |