UPAS - UNIVERSAL PORTFOLIO ALIGNMENT SOLUTION Trademark
Trademark Overview
On Wednesday, June 21, 2023, a trademark application was filed for UPAS - UNIVERSAL PORTFOLIO ALIGNMENT SOLUTION with the United States Patent and Trademark Office. The USPTO has given the UPAS - UNIVERSAL PORTFOLIO ALIGNMENT SOLUTION trademark a serial number of 98052070. The federal status of this trademark filing is REGISTERED as of Tuesday, August 13, 2024. The UPAS - UNIVERSAL PORTFOLIO ALIGNMENT SOLUTION trademark is filed in the Insurance & Financial Services category with the following description:
Financial asset management; Financial planning; Providing financial information; Providing information in the field of finance
General Information
| Serial Number | 98052070 |
| Word Mark | UPAS - UNIVERSAL PORTFOLIO ALIGNMENT SOLUTION |
| Filing Date | Wednesday, June 21, 2023 |
| Status | 700 - REGISTERED |
| Status Date | Tuesday, August 13, 2024 |
| Registration Number | 7471805 |
| Registration Date | Tuesday, August 13, 2024 |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | Tuesday, May 28, 2024 |
Trademark Statements
| Section 2(f) Limitation Statement | as to "PORTFOLIO ALIGNMENT SOLUTION" has become distinctive of the goods/services through the applicant's substantially exclusive and continuous use of the mark in commerce that the U.S. Congress may lawfully regulate for at least the five years immediately before the date of this statement. |
| Goods and Services | Financial asset management; Financial planning; Providing financial information; Providing information in the field of finance |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, July 24, 2023 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, January 1, 2017 |
| First Use In Commerce Date | Sunday, January 1, 2017 |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 30 - Original Registrant |
| Legal Entity Type | 01 - Individual |
| Address | Orlando, FL 32801 |
| Party Name | NOT AVAILABLE |
| Party Type | 20 - Owner at Publication |
| Legal Entity Type | 01 - Individual |
| Address | Orlando, FL 32801 |
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | Orlando, FL 32801 |
Trademark Events
| Event Date | Event Description |
| Thursday, March 7, 2024 | ASSIGNED TO EXAMINER |
| Thursday, March 14, 2024 | NON-FINAL ACTION E-MAILED |
| Saturday, June 24, 2023 | NEW APPLICATION ENTERED |
| Monday, July 24, 2023 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, March 14, 2024 | NON-FINAL ACTION WRITTEN |
| Thursday, March 14, 2024 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, April 3, 2024 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 3, 2024 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, April 3, 2024 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Wednesday, April 24, 2024 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, May 8, 2024 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
| Tuesday, May 28, 2024 | PUBLISHED FOR OPPOSITION |
| Tuesday, May 28, 2024 | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED |
| Tuesday, August 13, 2024 | REGISTERED-PRINCIPAL REGISTER |
| Tuesday, August 13, 2024 | NOTICE OF REGISTRATION CONFIRMATION EMAILED |
