TOTAL OVERLAY PORTFOLIO MANAGER Trademark
Trademark Overview
On Friday, October 25, 2002, a trademark application was filed for TOTAL OVERLAY PORTFOLIO MANAGER with the United States Patent and Trademark Office. The USPTO has given the TOTAL OVERLAY PORTFOLIO MANAGER trademark a serial number of 78178546. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, October 1, 2010. This trademark is owned by Placemark Investments, Inc.. The TOTAL OVERLAY PORTFOLIO MANAGER trademark is filed in the Advertising, Business and Retail Services category with the following description:
Providing consulting and advisory services to business entities and individual persons, in the field of tax optimized financial, asset and investment management solutions
General Information
| Serial Number | 78178546 |
| Word Mark | TOTAL OVERLAY PORTFOLIO MANAGER |
| Filing Date | Friday, October 25, 2002 |
| Status | 710 - CANCELLED - SECTION 8 |
| Status Date | Friday, October 1, 2010 |
| Registration Number | 2818469 |
| Registration Date | Tuesday, February 24, 2004 |
| Mark Drawing | 1000 - Typeset: Word(s) / letter(s) / number(s) |
| Published for Opposition Date | Tuesday, June 17, 2003 |
Trademark Statements
| Disclaimer with Predetermined Text | "PORTFOLIO MANAGER" |
| Goods and Services | Providing consulting and advisory services to business entities and individual persons, in the field of tax optimized financial, asset and investment management solutions |
Classification Information
| International Class | 035 - Advertising; business management; business administration; office functions. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 2 - Sec. 8 - Entire Registration |
| Class Status Date | Friday, October 1, 2010 |
| Primary Code | 035 |
| First Use Anywhere Date | Friday, October 25, 2002 |
| First Use In Commerce Date | Friday, November 15, 2002 |
Trademark Owner History
| Party Name | Placemark Investments, Inc. |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75254 |
| Party Name | Placemark Investments, Inc. |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75254 |
| Party Name | Placemark Investments, Inc. |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Dallas, TX 75254 |
Trademark Events
| Event Date | Event Description |
| Friday, October 1, 2010 | CANCELLED SEC. 8 (6-YR) |
| Wednesday, June 16, 2010 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Wednesday, April 12, 2006 | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY |
| Tuesday, February 24, 2004 | REGISTERED-PRINCIPAL REGISTER |
| Monday, January 5, 2004 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| Wednesday, December 17, 2003 | ASSIGNED TO EXAMINER |
| Monday, December 15, 2003 | STATEMENT OF USE PROCESSING COMPLETE |
| Monday, November 17, 2003 | USE AMENDMENT FILED |
| Monday, November 17, 2003 | PAPER RECEIVED |
| Tuesday, September 9, 2003 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| Tuesday, June 17, 2003 | PUBLISHED FOR OPPOSITION |
| Wednesday, May 28, 2003 | NOTICE OF PUBLICATION |
| Friday, April 4, 2003 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Monday, March 24, 2003 | ASSIGNED TO EXAMINER |
