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Official data from USPTO

REPORTFOLIO

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

REPORTFOLIO

ST13

US500000075560968

Class

35

Filing

75560968

Registration

2369386

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

31

Latest update

10/02/2019

Trademark type

Word

Nice classes

35

Filing date

09/23/1998

Registration date

07/18/2000

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

10/02/2019

Last transaction

10/02/2019

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

Filing basis

Intent to use

First use anywhere

11/11/1998

First use in commerce

11/11/1998

Drawing code

1

Owner type

03

Owner location

St. Petersburg, FL

Examiner

DICKINSON, RODNEY

Law office

M30

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

Raymond James Financial, Inc.
MK ASSET, INC.
MORGAN KEEGAN & COMPANY

Representatives

James B. Lake Thomas & LoCicero PL

Technical classification

Nice Classes

Class 35

Vienna Codes

No Vienna codes available.

Goods and services

Class 35

PORTFOLIO ACCOUNTING AND REPORTING SERVICESPREPARING ACCOUNTING REPORTS FOR COMPLIANCE WITH GOVERNMENT REGULATORY AND FEDERAL FINANCIAL INSTITUTIONS EXAMINATIONS COUNCIL REQUIREMENTS; PREPARING REPORTS FOR EVALUATION OF PORTFOLIO PERFORMANCE; PREPARING REPORTS FOR STRATEGIC PORTFOLIO ANALYSIS

Publications

History of USPTO decisions and trademark events.

31 publications found

NA89

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

10/02/2019

RNL2

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

10/02/2019

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

10/02/2019

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/23/2019

E89R

TEAS SECTION 8 & 9 RECEIVED

08/14/2019

REM2

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

07/18/2019

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

10/14/2015

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

06/08/2015

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

11/26/2012

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

11/26/2012

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

07/03/2010

89AG

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

07/03/2010

E89R

TEAS SECTION 8 & 9 RECEIVED

06/29/2010

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

03/05/2008

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/13/2007

C15A

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

03/03/2007

PLGL

ASSIGNED TO PARALEGAL

02/28/2007

815F

REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED

01/02/2007

E815

TEAS SECTION 8 & 15 RECEIVED

01/02/2007

CFIT

CASE FILE IN TICRS

03/10/2006

R.PR

REGISTERED-PRINCIPAL REGISTER

07/18/2000

CNPR

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

05/15/2000

SUPC

STATEMENT OF USE PROCESSING COMPLETE

05/09/2000

IUAF

USE AMENDMENT FILED

03/03/2000

NOAM

NOA MAILED - SOU REQUIRED FROM APPLICANT

12/07/1999

PUBO

PUBLISHED FOR OPPOSITION

09/14/1999

NPUB

NOTICE OF PUBLICATION

08/13/1999

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

05/24/1999

CRFA

CORRESPONDENCE RECEIVED IN LAW OFFICE

05/10/1999

CNRT

NON-FINAL ACTION MAILED

04/29/1999

DOCK

ASSIGNED TO EXAMINER

04/22/1999

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