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Official data from USPTO

PORTFOLIO REHABILITATION

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Active USPTO registrationType: WordOffice: United States

Quick snapshot

PORTFOLIO REHABILITATION

ST13

US500000078716421

Class

36

Filing

78716421

Registration

3138804

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

29

Latest update

09/06/2025

Trademark type

Word

Nice classes

36

Filing date

09/20/2005

Registration date

09/05/2006

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/17/2016

Last transaction

09/06/2025

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

01/01/2003

First use in commerce

03/01/2003

Drawing code

4

Owner type

03

Owner location

DAVENPORT, IA

Examiner

WINTER, ELIZABETH

Law office

M40

Current location

GENERIC WEB UPDATE

Holders and representatives

Holders

AUSDAL FINANCIAL PARTNERS, INC.
Robert B. Ausdal & Co, Inc.

Representatives

Jay R Hamilton HAMILTON IP LAW, PC

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Client-centric financial planning and consultation services for choosing a strategic combination of fixed income and equity investments to establish a core investment portfolio based upon fundamental long-term financial relationships in order to position the client's financial portfolio for long-term growth and reduced volatility

Publications

History of USPTO decisions and trademark events.

29 publications found

REM2

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

09/05/2025

CORV

REVIEW OF CORRESPONDENCE COMPLETE - POWER OF ATTORNEY ENTERED

11/07/2019

EWAF

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

10/22/2019

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

10/27/2017

NA89

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

11/17/2016

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

11/17/2016

89AG

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

11/17/2016

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/17/2016

E89R

TEAS SECTION 8 & 9 RECEIVED

09/06/2016

REM2

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

09/05/2015

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

05/03/2013

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

01/24/2012

NA85

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

09/28/2011

C15A

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

09/28/2011

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

09/28/2011

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

09/14/2011

E815

TEAS SECTION 8 & 15 RECEIVED

09/06/2011

R.PR

REGISTERED-PRINCIPAL REGISTER

09/05/2006

PUBO

PUBLISHED FOR OPPOSITION

06/13/2006

NPUB

NOTICE OF PUBLICATION

05/24/2006

PREV

LAW OFFICE PUBLICATION REVIEW COMPLETED

04/20/2006

ALIE

ASSIGNED TO LIE

04/18/2006

TCCA

TEAS CHANGE OF CORRESPONDENCE RECEIVED

04/12/2006

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

03/29/2006

XAEC

EXAMINER'S AMENDMENT ENTERED

03/29/2006

GNEA

EXAMINERS AMENDMENT E-MAILED

03/29/2006

CNEA

EXAMINERS AMENDMENT -WRITTEN

03/29/2006

DOCK

ASSIGNED TO EXAMINER

03/27/2006

NWAP

NEW APPLICATION ENTERED

09/27/2005

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