THE PORTFOLIO STRATEGY GROUP Trademark

Trademark Overview

On Wednesday, October 7, 2015, a trademark application was filed for THE PORTFOLIO STRATEGY GROUP with the United States Patent and Trademark Office. The USPTO has given the THE PORTFOLIO STRATEGY GROUP trademark a serial number of 86780338. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Saturday, April 23, 2022. This trademark is owned by The Portfolio Strategy Group, LLC. The THE PORTFOLIO STRATEGY GROUP trademark is filed in the Insurance & Financial Services category with the following description:

Financial services, namely, investment advisory services and wealth management
the portfolio strategy group

General Information

Serial Number86780338
Word MarkTHE PORTFOLIO STRATEGY GROUP
Filing DateWednesday, October 7, 2015
Status701 - SECTION 8 - ACCEPTED
Status DateSaturday, April 23, 2022
Registration Number5070319
Registration DateTuesday, October 25, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

NOT AVAILABLE"GROUP"
Goods and ServicesFinancial services, namely, investment advisory services and wealth management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateTuesday, October 13, 2015
Primary Code036
First Use Anywhere DateFriday, September 28, 1990
First Use In Commerce DateFriday, September 28, 1990

Trademark Owner History

Party NameThe Portfolio Strategy Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressNew York, NY 10022
Party NameThe Portfolio Strategy Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressWhite Plains, NY 10601

Trademark Events

Event DateEvent Description
Saturday, October 10, 2015NEW APPLICATION ENTERED
Tuesday, October 13, 2015NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, January 13, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, January 28, 2016ASSIGNED TO EXAMINER
Tuesday, February 2, 2016NON-FINAL ACTION WRITTEN
Tuesday, February 2, 2016NON-FINAL ACTION E-MAILED
Tuesday, February 2, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, July 28, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 28, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, July 29, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, August 18, 2016NON-FINAL ACTION WRITTEN
Thursday, August 18, 2016NON-FINAL ACTION E-MAILED
Thursday, August 18, 2016NOTIFICATION OF NON-FINAL ACTION E-MAILED
Friday, August 26, 2016TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 2, 2016ASSIGNED TO LIE
Friday, September 2, 2016CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, September 2, 2016TEAS/EMAIL CORRESPONDENCE ENTERED
Tuesday, September 13, 2016EXAMINERS AMENDMENT -WRITTEN
Tuesday, September 13, 2016EXAMINERS AMENDMENT E-MAILED
Tuesday, September 13, 2016NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, September 13, 2016EXAMINER'S AMENDMENT ENTERED
Tuesday, September 13, 2016APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Tuesday, September 20, 2016LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, October 25, 2016REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, July 19, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, August 8, 2018ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Monday, October 25, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, November 2, 2021TEAS SECTION 8 RECEIVED
Saturday, April 23, 2022CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Saturday, April 23, 2022REGISTERED - SEC. 8 (6-YR) ACCEPTED
Sunday, April 24, 2022NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Wednesday, October 2, 2024ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Thursday, October 2, 2025TEAS CHANGE OF OWNER ADDRESS RECEIVED
Thursday, October 2, 2025APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Thursday, October 2, 2025TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Thursday, October 2, 2025ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Thursday, October 2, 2025TEAS CHANGE OF CORRESPONDENCE RECEIVED
Thursday, October 2, 2025TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Sunday, October 26, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Related Keywords

group strategy portfolio services wealth management advisory investment namely financial