NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
06/23/2026
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Official data from USPTO
EMPOWERED PORTFOLIOS
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
EMPOWERED PORTFOLIOS
ST13
US500000086648887Class
36
Filing
86648887
Registration
4961548
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
35
Latest update
07/14/2026
Trademark type
Word
Nice classes
36
Filing date
06/02/2015
Registration date
05/17/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
06/23/2026
Last transaction
07/14/2026
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
06/29/2015
First use in commerce
06/29/2015
Drawing code
4
Owner type
16
Owner location
Raleigh, NC, US
Examiner
FAHRENKOPF, PAUL
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Empowered Portfolios, LLC
Representatives
Robert C. Van Arnam Williams Mullen, c/o IP Docketing
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Investment management and financial servicesintegrated private wealth managementgoals-based portfolio management constructionrisk factor allocation strategies and investment advisory servicesprimarily in the fields of stocksbondsoptionsexchange traded products (ETPs) and mutual fundsas provided to individualshigh net worth individualstrustsendowmentscharitable organizationscorporations. Investment consulting and financial research and advisoryoutsourced chief investment officer services with supporting macro and micro analysisfinancial market interpretationasset allocation and generalized financial advice not related to a specific account. Providing consultation and decision support regarding each of the four phases of private wealth managementdiscover unique needscircumstancesgoalsrisk tolerances; plan and develop investment policy statements; implement customizedproactive and reactive portfolio management; supervise financial risk managementmonitor and analyze valueperformance and attribution of investmentsevaluate suitability of asset allocation with new information such as risk tolerancefinancial alternative plans and investment time frames; providing an interactive website featuring thought leadership blogs and interesting content to promote financial stewardship and provide resources to help build a smarter community of investors; providing a website featuring information in the fields of integrated private wealth managementportfolio managementglobal financial markets; providing a website featuring supportive information-onlywrittenaudio and video presentations in the fields of fiduciary practices for financial personnel; providing a website to engage with clientsprospective clientscommunity membersregulators in order to communicate contact informationbusiness practicesregulatory filings; providing an interactive website to host client and advisor secure portals in order to retrieve password protected information related to investment accounts
Publications
History of USPTO decisions and trademark events.
35 publications found
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
06/23/2026
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
06/23/2026
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
06/23/2026
E89R
TEAS SECTION 8 & 9 RECEIVED
04/20/2026
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
05/17/2025
NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
11/15/2022
C15A
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
11/15/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
11/15/2022
E815
TEAS SECTION 8 & 15 RECEIVED
05/10/2022
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
05/17/2021
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
05/27/2016
R.PR
REGISTERED-PRINCIPAL REGISTER
05/17/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
04/09/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
04/08/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
03/17/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
03/15/2016
IUAF
USE AMENDMENT FILED
02/09/2016
EISU
TEAS STATEMENT OF USE RECEIVED
02/09/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
01/26/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
12/01/2015
PUBO
PUBLISHED FOR OPPOSITION
12/01/2015
CHPB
POST PUBLICATION AMENDMENT - ENTERED
11/27/2015
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
11/24/2015
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
11/11/2015
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
10/29/2015
ALIE
ASSIGNED TO LIE
10/28/2015
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
09/22/2015
XAEC
EXAMINER'S AMENDMENT ENTERED
09/22/2015
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/22/2015
GNEA
EXAMINERS AMENDMENT E-MAILED
09/22/2015
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/22/2015
DOCK
ASSIGNED TO EXAMINER
09/14/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/08/2015
NWAP
NEW APPLICATION ENTERED
06/05/2015
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