THE PORTFOLIO ENGINEER Trademark

Trademark Overview

On Friday, April 26, 2002, a trademark application was filed for THE PORTFOLIO ENGINEER with the United States Patent and Trademark Office. The USPTO has given the THE PORTFOLIO ENGINEER trademark a serial number of 76400877. The federal status of this trademark filing is REGISTERED AND RENEWED as of Friday, August 2, 2024. This trademark is owned by DiMeo Schneider & Associates, L.L.C.. The THE PORTFOLIO ENGINEER trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advisory services for others
the portfolio engineer

General Information

Serial Number76400877
Word MarkTHE PORTFOLIO ENGINEER
Filing DateFriday, April 26, 2002
Status800 - REGISTERED AND RENEWED
Status DateFriday, August 2, 2024
Registration Number2937052
Registration DateTuesday, March 29, 2005
Mark Drawing1 - Typeset: Word(s) / letter(s) / number(s)
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesFinancial services, namely, investment advisory services for others

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, May 9, 2002
Primary Code036
First Use Anywhere DateWednesday, October 31, 2001
First Use In Commerce DateMonday, December 31, 2001

Trademark Owner History

Party NameFIDUCIENT ADVISORS LLC
Party Type31 - New Owner After Registration
Legal Entity Type16 - Limited Liability Company
AddressCHICAGO, IL 60661
Party NameDiMeo Schneider & Associates, L.L.C.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressChicago, IL 60661
Party NameDiMeo Schneider & Associates, L.L.C.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressChicago, IL 60606

Trademark Events

Event DateEvent Description
Tuesday, October 21, 2003CASE FILE IN TICRS
Thursday, August 29, 2002ASSIGNED TO EXAMINER
Wednesday, September 11, 2002NON-FINAL ACTION MAILED
Wednesday, September 25, 2002CORRESPONDENCE RECEIVED IN LAW OFFICE
Monday, October 28, 2002LETTER OF SUSPENSION MAILED
Thursday, May 13, 2010REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, January 24, 2014TEAS CHANGE OF OWNER ADDRESS RECEIVED
Friday, January 24, 2014APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Monday, March 31, 2014TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, August 24, 2004APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Monday, September 20, 2004ASSIGNED TO LIE
Tuesday, September 21, 2004LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, September 22, 2004ASSIGNED TO LIE
Tuesday, March 29, 2005REGISTERED-SUPPLEMENTAL REGISTER
Friday, November 7, 2008TEAS CHANGE OF CORRESPONDENCE RECEIVED
Friday, May 7, 2010TEAS SECTION 8 RECEIVED
Tuesday, May 11, 2010CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 31, 2014TEAS SECTION 8 & 9 RECEIVED
Monday, March 31, 2014REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Tuesday, April 15, 2014REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, April 15, 2014REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Monday, November 16, 2020TEAS CHANGE OF OWNER ADDRESS RECEIVED
Monday, November 16, 2020TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Monday, November 16, 2020ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Monday, November 16, 2020TEAS CHANGE OF CORRESPONDENCE RECEIVED
Tuesday, April 15, 2014CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, April 15, 2014NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, November 16, 2020APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Friday, March 29, 2024COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Friday, August 2, 2024REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Friday, August 2, 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Monday, May 13, 2024TEAS SECTION 8 & 9 RECEIVED
Friday, August 2, 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, August 2, 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Wednesday, September 10, 2025AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Related Keywords

engineer portfolio services others advisory namely financial investment