YOUR PORTFOLIO IS OUR PURPOSE Trademark

Trademark Overview


On Tuesday, October 21, 2014, a trademark application was filed for YOUR PORTFOLIO IS OUR PURPOSE with the United States Patent and Trademark Office. The USPTO has given the YOUR PORTFOLIO IS OUR PURPOSE trademark a serial number of 86430440. The federal status of this trademark filing is CANCELLED - SECTION 8 as of Friday, December 10, 2021. This trademark is owned by Heartwood Investments, Inc.. The YOUR PORTFOLIO IS OUR PURPOSE trademark is filed in the Insurance & Financial Services category with the following description:

Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
your portfolio is our purpose

General Information


Serial Number86430440
Word MarkYOUR PORTFOLIO IS OUR PURPOSE
Filing DateTuesday, October 21, 2014
Status710 - CANCELLED - SECTION 8
Status DateFriday, December 10, 2021
Registration Number4751971
Registration DateTuesday, June 9, 2015
Mark Drawing4000 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, March 24, 2015

Trademark Statements


Goods and ServicesFinancial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial analysis and consultation; Financial analysis and research services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial information and advisory services; Financial investment analysis and stock research; Financial management; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services

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 DateThursday, June 12, 2014
First Use In Commerce DateThursday, June 12, 2014

Trademark Owner History


Party NameHeartwood Investments, Inc.
Party Type30 - Original Registrant
Legal Entity Type03 - Corporation
AddressWaterloo, IA 50701

Party NameHeartwood Investments, Inc.
Party Type20 - Owner at Publication
Legal Entity Type03 - Corporation
AddressWaterloo, IA 50701

Party NameHeartwood Investments, Inc.
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressWaterloo, IA 50701

Trademark Events


Event DateEvent Description
Friday, December 10, 2021CANCELLED SEC. 8 (6-YR)
Tuesday, June 9, 2015REGISTERED-PRINCIPAL REGISTER
Tuesday, March 24, 2015PUBLISHED FOR OPPOSITION
Wednesday, March 4, 2015NOTICE OF PUBLICATION
Monday, February 9, 2015APPROVED FOR PUB - PRINCIPAL REGISTER
Monday, February 9, 2015ASSIGNED TO EXAMINER
Wednesday, October 29, 2014NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM
Friday, October 24, 2014NEW APPLICATION ENTERED IN TRAM