| Serial Number | 88631216 |
| Word Mark | VIRTUAL PORTFOLIO STRATEGIST |
| Filing Date | Wednesday, September 25, 2019 |
| Status | 602 - ABANDONED - FAILURE TO RESPOND OR LATE RESPONSE |
| Status Date | Monday, February 1, 2021 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
| Goods and Services | Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, providing on-line stored value accounts in an electronic environment; Financial services, namely, wealth management services; Financial advice and consultancy services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, constructing portfolios for clients; Financial analysis and research services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial information services provided on-line from a computer database or a global computer network, namely, providing information in the field of financial classification of companies and securities; Financial information and advisory services; Financial planning and investment advisory services; Financial portfolio analysis services; Financial research and information services; Financial retirement plan consulting services; Financial risk assessment services; Insurance and financial information and consultancy services; On-line financial planning services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial assessment services to clients; Providing financial consultation services to clients; Providing financial information services to clients; Providing an internet website portal in the field of financial transaction and payment processing services; Strategic financial advisory services |
| 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 | Tuesday, October 1, 2019 |
| Primary Code | 036 |
| First Use Anywhere Date | Wednesday, July 1, 2015 |
| First Use In Commerce Date | Wednesday, July 1, 2015 |
| Party Name | Pacific Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Newport Beach, CA 92663 |
| Event Date | Event Description |
| Monday, February 1, 2021 | ABANDONMENT NOTICE E-MAILED - FAILURE TO RESPOND |
| Monday, February 1, 2021 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE |
| Monday, July 20, 2020 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Monday, July 20, 2020 | FINAL REFUSAL E-MAILED |
| Monday, July 20, 2020 | FINAL REFUSAL WRITTEN |
| Tuesday, June 9, 2020 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Monday, June 8, 2020 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Monday, June 8, 2020 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, January 8, 2020 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Wednesday, January 8, 2020 | NON-FINAL ACTION E-MAILED |
| Wednesday, January 8, 2020 | NON-FINAL ACTION WRITTEN |
| Friday, December 27, 2019 | ASSIGNED TO EXAMINER |
| Tuesday, October 1, 2019 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| Saturday, September 28, 2019 | NEW APPLICATION ENTERED IN TRAM |