NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
07/24/2019
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Official data from USPTO
OPTIMAL PORTFOLIO
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
OPTIMAL PORTFOLIO
ST13
US500000077881701Class
36
Filing
77881701
Registration
3817760
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
07/24/2019
Trademark type
Word
Nice classes
36
Filing date
11/28/2009
Registration date
07/13/2010
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
07/24/2019
Last transaction
07/24/2019
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
First use anywhere
10/01/2009
First use in commerce
10/17/2009
Drawing code
4
Owner type
16
Owner location
Princeton Junction, NJ
Examiner
WELLS, CHRISTOPHER
Law office
L60
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
Optimal Portfolio LLC
Representatives
Yu Oen Optimal Portfolio, LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Cash management; Financial and investment servicesmanagement and brokerage in the fields of stocksbondsoptionscommoditiesfutures and other securitiesthe investment of funds of others; Financial asset management; Financial management; Financial planning servicesdeveloping and managing charitable giving programs on behalf of wealthy individuals or families; Financial portfolio analysis services; Financial portfolio management; Financial risk management; Financial risk management consultation; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial servicescoordinationwithin a single accountof an investment portfolio's maintenancetradingrebalancingtax management needs; Financial servicesinvestment adviceinvestment managementinvestment consultation and investment of funds for othersincluding private and public equity and debt investment services; Investment management; Investment servicesasset acquisitionconsultationdevelopment and management services; Management of portfolios comprising securities; Management of portfolios of transferable securities
Publications
History of USPTO decisions and trademark events.
31 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07/24/2019
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07/24/2019
EROP
TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
07/23/2019
PR89
POST REGISTRATION ACTION MAILED - SEC. 8 & 9
07/23/2019
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07/17/2019
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/15/2019
E89R
TEAS SECTION 8 & 9 RECEIVED
07/15/2019
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/13/2019
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/10/2015
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/10/2015
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/10/2015
E815
TEAS SECTION 8 & 15 RECEIVED
07/13/2015
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
07/13/2015
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/13/2015
R.PR
REGISTERED-PRINCIPAL REGISTER
07/13/2010
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/27/2010
PUBO
PUBLISHED FOR OPPOSITION
04/27/2010
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/23/2010
ALIE
ASSIGNED TO LIE
03/23/2010
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
03/08/2010
XAEC
EXAMINER'S AMENDMENT ENTERED
03/08/2010
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
03/08/2010
GNEA
EXAMINERS AMENDMENT E-MAILED
03/08/2010
CNEA
EXAMINERS AMENDMENT -WRITTEN
03/08/2010
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/08/2010
GNRT
NON-FINAL ACTION E-MAILED
03/08/2010
CNRT
NON-FINAL ACTION WRITTEN
03/08/2010
DOCK
ASSIGNED TO EXAMINER
03/03/2010
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/03/2009
NWAP
NEW APPLICATION ENTERED
12/02/2009
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