REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/29/2026
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Official data from USPTO
DISCIPLINED PORTFOLIO ADVISOR
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
DISCIPLINED PORTFOLIO ADVISOR
ST13
US500000078958734Class
36
Filing
78958734
Registration
3248763
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
36
Latest update
05/30/2026
Trademark type
Word
Nice classes
36
Filing date
08/23/2006
Registration date
05/29/2007
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
08/20/2016
Last transaction
05/30/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
07/22/2006
First use in commerce
07/22/2006
Drawing code
4
Owner type
16
Owner location
CHICAGO, IL, US
Examiner
SAITO, KIM
Law office
L20
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
FIDUCIENT ADVISORS LLC
DiMeo Schneider & Associates, LLC
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 portfolio management; Financial servicesa total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
Publications
History of USPTO decisions and trademark events.
36 publications found
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/10/2026
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
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
08/20/2016
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
08/20/2016
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
08/20/2016
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
08/20/2016
E89R
TEAS SECTION 8 & 9 RECEIVED
05/29/2016
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/29/2016
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
01/24/2014
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
01/24/2014
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
06/16/2012
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
06/16/2012
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/16/2012
ES8R
TEAS SECTION 8 RECEIVED
06/02/2012
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/02/2009
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
05/29/2007
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
04/10/2007
ALIE
ASSIGNED TO LIE
04/09/2007
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
03/19/2007
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/15/2007
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/14/2007
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/14/2007
GNRT
NON-FINAL ACTION E-MAILED
01/31/2007
CNRT
NON-FINAL ACTION WRITTEN
01/31/2007
DOCK
ASSIGNED TO EXAMINER
01/18/2007
NWAP
NEW APPLICATION ENTERED
08/28/2006
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