ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
06/06/2018
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Official data from USPTO
PORTFOLIO PROADVISOR
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PORTFOLIO PROADVISOR
ST13
US500000078951219Class
36
Filing
78951219
Registration
3469772
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
06/06/2018
Trademark type
Word
Nice classes
36
Filing date
08/14/2006
Registration date
07/15/2008
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/11/2017
Last transaction
09/11/2017
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
01/12/2007
First use in commerce
01/12/2007
Drawing code
4
Owner type
03
Owner location
NAPLES, FL
Examiner
GILBERT, REBECCA L
Law office
L30
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
F. C. (pessoa física)
F. C. (pessoa física)
F. C. (pessoa física)
Representatives
Jennifer L. Whitelaw WHITELAW LEGAL GROUP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Depository servicesIndividual Retirement AccountsSelf Employed Qualified Retirement Plans; money market account services; mutual funds servicesestablishment of mutual funds for others and brokerageinvestment and distribution; trust servicesnamely investment and trust company services; fiduciary representative services and trust administration; financial analysis and consultation; financial clearing houses; financial services in the nature of an investment security; financial information in the nature of rates of exchangefinancial exchangefinancial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; investment servicesinvestment brokerage; capital investment consultation and advice; fund investment consultation; investment consultation; financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; investment advice; investment brokerage; investment clubs; capital investment consultation; investment management; maintaining escrow accounts for investments; investment of funds for others; investment of fundsmutual funds and real estate; capital investment; investment of trust funds for others; insurance brokerageconsultationsubrogation and actuarial services in the fields of lifehealthaccidentfiremarinemedicalpre-paid health care and legal services; investment and financial investment in the field of real estate and securities; and information services for all for the foregoing provided via a global computer network
Publications
History of USPTO decisions and trademark events.
38 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/11/2017
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/11/2017
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/11/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/11/2017
E89R
TEAS SECTION 8 & 9 RECEIVED
08/01/2017
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
07/15/2017
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
08/24/2013
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
08/24/2013
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/22/2013
815F
REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED
08/05/2013
E815
TEAS SECTION 8 & 15 RECEIVED
08/05/2013
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
11/30/2012
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
11/30/2012
R.PR
REGISTERED-PRINCIPAL REGISTER
07/15/2008
REGV
LAW OFFICE REGISTRATION REVIEW COMPLETED
06/09/2008
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
06/09/2008
SUPC
STATEMENT OF USE PROCESSING COMPLETE
06/06/2008
IUAF
USE AMENDMENT FILED
05/27/2008
EISU
TEAS STATEMENT OF USE RECEIVED
05/27/2008
NOAM
NOA MAILED - SOU REQUIRED FROM APPLICANT
12/04/2007
PUBO
PUBLISHED FOR OPPOSITION
09/11/2007
NPUB
NOTICE OF PUBLICATION
08/22/2007
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
08/07/2007
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
08/06/2007
XAEC
EXAMINER'S AMENDMENT ENTERED
08/06/2007
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
08/06/2007
GNEA
EXAMINERS AMENDMENT E-MAILED
08/06/2007
CNEA
EXAMINERS AMENDMENT -WRITTEN
08/06/2007
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/26/2007
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/26/2007
ALIE
ASSIGNED TO LIE
07/26/2007
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/09/2007
GNRT
NON-FINAL ACTION E-MAILED
01/09/2007
CNRT
NON-FINAL ACTION WRITTEN
01/09/2007
DOCK
ASSIGNED TO EXAMINER
01/09/2007
MPMK
NOTICE OF PSEUDO MARK MAILED
08/19/2006
NWAP
NEW APPLICATION ENTERED
08/18/2006
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