ULTRA MODERN PORTFOLIO THEORY Trademark

Trademark Overview

On Friday, September 3, 2010, a trademark application was filed for ULTRA MODERN PORTFOLIO THEORY with the United States Patent and Trademark Office. The USPTO has given the ULTRA MODERN PORTFOLIO THEORY trademark a serial number of 85122507. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 10, 2021. This trademark is owned by Aurum Wealth Management Group, LLC. The ULTRA MODERN PORTFOLIO THEORY trademark is filed in the Insurance & Financial Services category with the following description:

Financial portfolio management
ultra modern portfolio theory

General Information

Serial Number85122507
Word MarkULTRA MODERN PORTFOLIO THEORY
Filing DateFriday, September 3, 2010
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 10, 2021
Registration Number3976052
Registration DateTuesday, June 7, 2011
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 1, 2011

Trademark Statements

Disclaimer with Predetermined Text"MODERN PORTFOLIO THEORY"
Goods and ServicesFinancial portfolio management

Classification Information

International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code2 - Sec. 8 - Entire Registration
Class Status DateFriday, December 10, 2021
Primary Code036
First Use Anywhere DateTuesday, February 1, 2011
First Use In Commerce DateTuesday, February 1, 2011

Trademark Owner History

Party NameAurum Wealth Management Group, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressMayfield Village, OH 44060
Party NameAurum Wealth Management Group, LLC
Party Type20 - Owner at Publication
Legal Entity Type16 - Limited Liability Company
AddressMayfield Village, OH 44060
Party NameAurum Wealth Management Group, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressMayfield Village, OH 44060

Trademark Events

Event DateEvent Description
Friday, December 10, 2021CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9
Sunday, June 7, 2020COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Saturday, September 17, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Saturday, September 17, 2016REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Saturday, September 17, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, July 11, 2016TEAS SECTION 8 & 15 RECEIVED
Tuesday, June 7, 2016COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Tuesday, June 7, 2011REGISTERED-PRINCIPAL REGISTER
Saturday, April 30, 2011NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
Friday, April 29, 2011LAW OFFICE REGISTRATION REVIEW COMPLETED
Thursday, April 28, 2011ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Thursday, April 28, 2011STATEMENT OF USE PROCESSING COMPLETE
Tuesday, April 26, 2011USE AMENDMENT FILED
Wednesday, April 27, 2011CASE ASSIGNED TO INTENT TO USE PARALEGAL
Tuesday, April 26, 2011TEAS STATEMENT OF USE RECEIVED
Tuesday, April 26, 2011NOA E-MAILED - SOU REQUIRED FROM APPLICANT
Tuesday, March 1, 2011OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Tuesday, March 1, 2011PUBLISHED FOR OPPOSITION
Friday, January 21, 2011LAW OFFICE PUBLICATION REVIEW COMPLETED
Thursday, January 20, 2011ASSIGNED TO LIE
Tuesday, December 21, 2010APPROVED FOR PUB - PRINCIPAL REGISTER
Tuesday, December 21, 2010EXAMINER'S AMENDMENT ENTERED
Tuesday, December 21, 2010NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Tuesday, December 21, 2010EXAMINERS AMENDMENT E-MAILED
Tuesday, December 21, 2010EXAMINERS AMENDMENT -WRITTEN
Wednesday, December 15, 2010ASSIGNED TO EXAMINER
Wednesday, September 8, 2010NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Tuesday, September 7, 2010NEW APPLICATION ENTERED IN TRAM

Related Keywords

theory portfolio modern ultra management financial