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Official data from USPTO

PORTFOLIO SOLUTIONS

Did you know this trademark is already registered in United States?

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Active USPTO registrationType: CombinedOffice: United States

Quick snapshot

PORTFOLIO SOLUTIONS

ST13

US500000085737899

Class

36

Filing

85737899

Registration

4342073

Risk and opportunity diagnosis

Executive reading for naming, filing, and monitoring decisions.

USPTO status

Active USPTO registration

Case type

Application and registration

Recorded events

25

Latest update

11/11/2023

Trademark type

Combined

Nice classes

36

Filing date

09/25/2012

Registration date

05/28/2013

Expiration date

-

Complete case details

Structured fields from the responsible authority and the official record.

Status date

11/10/2023

Last transaction

11/10/2023

Responsible office

United States Patent and Trademark Office

Status code

800

Official register

Principal Register

First use anywhere

12/06/2011

First use in commerce

12/06/2011

Drawing code

3

Owner type

16

Owner location

OVERLAND PARK, KS, US

Examiner

NEVILLE, BRIAN

Law office

M50

Current location

GENERIC WEB UPDATE

Mark description

The mark consists of the words "PORTFOLIO SOLUTIONS" preceded by a trapezoid comprised of 16 dots; 8 of such dots are shaded to form the shape of an arrow.

Holders and representatives

Holders

PRIME CAPITAL INVESTMENT ADVISORS, LLC
Portfolio Solutions, LLC

Representatives

Michael B. Hurd Hovey Williams LLP

Technical classification

Nice Classes

Class 36

Vienna Codes

No Vienna codes available.

Goods and services

Class 36

Investment managementfund investmentfinancial and securities portfolio management; investment managementfund investmentportfolio management provided using an asset-class based strategy diversified across a broad range of index fundsmutual fundsexchange-traded funds (ETFs) and other low-cost investments; all of the foregoing provided via various meanswhich may include but are not limited tothe internetglobal networkstelephonefacsimilein persone-mail

Publications

History of USPTO decisions and trademark events.

25 publications found

NA89

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

11/11/2023

RNL1

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

11/10/2023

89AG

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

11/10/2023

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

11/10/2023

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

08/09/2023

ASCK

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

06/21/2023

ASGN

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

05/24/2023

E89R

TEAS SECTION 8 & 9 RECEIVED

05/16/2023

REM2

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

05/28/2022

NA85

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

06/09/2018

C15A

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

06/09/2018

APRE

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

06/09/2018

E815

TEAS SECTION 8 & 15 RECEIVED

05/29/2018

REM1

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

05/28/2018

ARAA

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

05/22/2015

REAP

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

05/22/2015

R.PR

REGISTERED-PRINCIPAL REGISTER

05/28/2013

NPUB

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

03/12/2013

PUBO

PUBLISHED FOR OPPOSITION

03/12/2013

NONP

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

02/20/2013

CNSA

APPROVED FOR PUB - PRINCIPAL REGISTER

02/01/2013

DOCK

ASSIGNED TO EXAMINER

01/23/2013

MDSC

NOTICE OF DESIGN SEARCH CODE MAILED

09/29/2012

NWOS

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

09/28/2012

NWAP

NEW APPLICATION ENTERED

09/28/2012

Continuous trademark protection

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