THE OPTIMIZED PORTFOLIO SYSTEM Trademark

Trademark Overview

On Tuesday, May 7, 2013, a trademark application was filed for THE OPTIMIZED PORTFOLIO SYSTEM with the United States Patent and Trademark Office. The USPTO has given the THE OPTIMIZED PORTFOLIO SYSTEM trademark a serial number of 85925269. The federal status of this trademark filing is REGISTERED AND RENEWED as of Thursday, March 7, 2024. This trademark is owned by ValMark Securities, Inc.. The THE OPTIMIZED PORTFOLIO SYSTEM trademark is filed in the Insurance & Financial Services category with the following description:

Consulting services in the field of exchange traded funds
the optimized portfolio system

General Information

Serial Number85925269
Word MarkTHE OPTIMIZED PORTFOLIO SYSTEM
Filing DateTuesday, May 7, 2013
Status800 - REGISTERED AND RENEWED
Status DateThursday, March 7, 2024
Registration Number4526963
Registration DateTuesday, May 6, 2014
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, October 15, 2013

Trademark Statements

Goods and ServicesConsulting services in the field of exchange traded funds
Disclaimer with Predetermined Text"PORTFOLIO SYSTEM"

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, May 14, 2013
Primary Code036
First Use Anywhere DateTuesday, December 31, 2002
First Use In Commerce DateTuesday, December 31, 2002

Trademark Owner History

Party NameValMark Securities, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressAkron, OH 44333
Party NameValMark Securities, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressAkron, OH 44333
Party NameValMark Securities, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressAkron, OH 44333

Trademark Events

Event DateEvent Description
Thursday, March 7, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Thursday, March 7, 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Thursday, March 7, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Thursday, March 7, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Thursday, September 21, 2023TEAS SECTION 8 & 9 RECEIVED
Saturday, May 6, 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Tuesday, June 25, 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Tuesday, June 25, 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Tuesday, June 25, 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, May 17, 2019TEAS SECTION 8 & 15 RECEIVED
Monday, May 6, 2019COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, May 6, 2014REGISTERED-PRINCIPAL REGISTER
Wednesday, April 2, 2014NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Tuesday, April 1, 2014LAW OFFICE REGISTRATION REVIEW COMPLETED
Saturday, March 29, 2014ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, March 27, 2014STATEMENT OF USE PROCESSING COMPLETE
Wednesday, February 19, 2014USE AMENDMENT FILED
Friday, March 21, 2014CASE ASSIGNED TO INTENT TO USE PARALEGAL
Wednesday, February 19, 2014TEAS STATEMENT OF USE RECEIVED
Tuesday, December 10, 2013NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, October 15, 2013OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, October 15, 2013PUBLISHED FOR OPPOSITION
Wednesday, September 25, 2013NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Saturday, September 7, 2013LAW OFFICE PUBLICATION REVIEW COMPLETED
Friday, September 6, 2013ASSIGNED TO LIE
Tuesday, August 27, 2013APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, August 27, 2013EXAMINER'S AMENDMENT ENTERED
Tuesday, August 27, 2013NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, August 27, 2013EXAMINERS AMENDMENT E-MAILED
Tuesday, August 27, 2013EXAMINERS AMENDMENT -WRITTEN
Monday, August 26, 2013ASSIGNED TO EXAMINER
Tuesday, May 14, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Related Keywords

system portfolio optimized traded funds exchange field services consulting