CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
07/11/2022
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Official data from USPTO
ASI PORTFOLIO REBALANCING SOLUTION
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ASI PORTFOLIO REBALANCING SOLUTION
ST13
US500000077544860Class
42
Filing
77544860
Registration
3646200
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
38
Latest update
07/12/2022
Trademark type
Word
Nice classes
42
Filing date
08/12/2008
Registration date
06/30/2009
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/07/2018
Last transaction
07/12/2022
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
03/22/2007
First use in commerce
03/22/2007
Drawing code
4
Owner type
16
Owner location
NEW YORK, NY
Examiner
WELLS, KELLEY
Law office
L50
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
REFINITIV US LLC
Advisor Software, Inc.
Advisor Software, Inc.
Representatives
Shannon Zmud Teicher Jackson Walker LLP
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Providing temporary use of on-line non-downloadable software for purposes of rebalancing an investment portfolio
Publications
History of USPTO decisions and trademark events.
38 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/11/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
07/11/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
07/11/2022
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
07/11/2022
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
12/22/2020
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
12/22/2020
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
12/22/2020
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
12/22/2020
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
12/22/2020
ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
12/09/2020
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/07/2018
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/07/2018
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/07/2018
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/07/2018
E89R
TEAS SECTION 8 & 9 RECEIVED
08/29/2018
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
08/29/2018
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
06/30/2018
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
03/13/2015
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
03/13/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/13/2015
E815
TEAS SECTION 8 & 15 RECEIVED
02/27/2015
R.PR
REGISTERED-PRINCIPAL REGISTER
06/30/2009
PUBO
PUBLISHED FOR OPPOSITION
04/14/2009
NPUB
NOTICE OF PUBLICATION
03/25/2009
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/07/2009
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/05/2009
XAEC
EXAMINER'S AMENDMENT ENTERED
03/04/2009
ALIE
ASSIGNED TO LIE
03/04/2009
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/03/2009
GNEA
EXAMINERS AMENDMENT E-MAILED
03/03/2009
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/03/2009
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/20/2008
GNRT
NON-FINAL ACTION E-MAILED
11/20/2008
CNRT
NON-FINAL ACTION WRITTEN
11/20/2008
DOCK
ASSIGNED TO EXAMINER
11/20/2008
MPMK
NOTICE OF PSEUDO MARK MAILED
08/16/2008
NWAP
NEW APPLICATION ENTERED
08/15/2008
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