TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/10/2026
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Official data from USPTO
THE PORTFOLIO ENGINEER
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE PORTFOLIO ENGINEER
ST13
US500000076400877Class
36
Filing
76400877
Registration
2937052
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
40
Latest update
04/23/2026
Trademark type
Word
Nice classes
36
Filing date
04/26/2002
Registration date
03/29/2005
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/02/2024
Last transaction
04/23/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
2001-11-00
First use in commerce
2002-01-00
Drawing code
1
Owner type
16
Owner location
CHICAGO, IL, US
Examiner
FICKES, JERI J
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
FIDUCIENT ADVISORS LLC
DiMeo Schneider & Associates, L.L.C.
Representatives
Edward C. Meagher Carter, Deluca, & Farrell, LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesinvestment advisory services for others
Publications
History of USPTO decisions and trademark events.
40 publications found
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/10/2026
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/10/2026
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/10/2026
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/10/2026
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
09/10/2025
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
08/02/2024
RNL2
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
08/02/2024
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/02/2024
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/02/2024
E89R
TEAS SECTION 8 & 9 RECEIVED
05/13/2024
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
03/29/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/16/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/16/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/16/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/16/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/16/2020
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
04/15/2014
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
04/15/2014
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
04/15/2014
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/15/2014
89AF
REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
03/31/2014
E89R
TEAS SECTION 8 & 9 RECEIVED
03/31/2014
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
03/31/2014
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/24/2014
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/24/2014
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
05/13/2010
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
05/11/2010
ES8R
TEAS SECTION 8 RECEIVED
05/07/2010
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
11/07/2008
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
03/29/2005
ALIE
ASSIGNED TO LIE
09/22/2004
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/21/2004
ALIE
ASSIGNED TO LIE
09/20/2004
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
08/24/2004
CFIT
CASE FILE IN TICRS
10/21/2003
CNSL
LETTER OF SUSPENSION MAILED
10/28/2002
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/25/2002
CNRT
NON-FINAL ACTION MAILED
09/11/2002
DOCK
ASSIGNED TO EXAMINER
08/29/2002
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