REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
09/13/2025
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Official data from USPTO
INVESTMENT PORTFOLIOS BUILT TO DELIVER PREDICTABLE AND UNINTERRUPTED INCOME
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
INVESTMENT PORTFOLIOS BUILT TO DELIVER PREDICTABLE AND UNINTERRUPTED INCOME
ST13
US500000086700892Class
36
Filing
86700892
Registration
5042537
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
09/14/2025
Trademark type
Word
Nice classes
36
Filing date
07/22/2015
Registration date
09/13/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
03/31/2022
Last transaction
09/14/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Principal Register
Filing basis
Intent to use
First use anywhere
04/30/2010
First use in commerce
04/30/2016
Drawing code
4
Owner type
16
Owner location
Charlotte, NC
Examiner
MIDDLETON,BERNICE L
Law office
L60
Current location
TMEG LAW OFFICE 106
Holders and representatives
Holders
PDR Advisors LLC
Representatives
PDR Advisors LLC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial investment management services in the field of asset management for institutions and high net worth individuals
Publications
History of USPTO decisions and trademark events.
35 publications found
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
04/01/2022
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
03/31/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
03/29/2022
ES8R
TEAS SECTION 8 RECEIVED
09/13/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
09/13/2021
R.PR
REGISTERED-PRINCIPAL REGISTER
09/13/2016
SUNA
NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
08/10/2016
CNPR
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
08/09/2016
SUPC
STATEMENT OF USE PROCESSING COMPLETE
07/26/2016
AITU
CASE ASSIGNED TO INTENT TO USE PARALEGAL
07/25/2016
IUAF
USE AMENDMENT FILED
06/28/2016
EISU
TEAS STATEMENT OF USE RECEIVED
06/28/2016
NOAM
NOA E-MAILED - SOU REQUIRED FROM APPLICANT
05/31/2016
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/05/2016
PUBO
PUBLISHED FOR OPPOSITION
04/05/2016
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/16/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/26/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
01/20/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
01/20/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
01/20/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
01/20/2016
GNRT
NON-FINAL ACTION E-MAILED
01/20/2016
CNRT
NON-FINAL ACTION WRITTEN
01/20/2016
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
01/14/2016
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
01/12/2016
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
11/05/2015
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/04/2015
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/04/2015
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/04/2015
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
11/03/2015
GNRT
NON-FINAL ACTION E-MAILED
11/03/2015
CNRT
NON-FINAL ACTION WRITTEN
11/03/2015
DOCK
ASSIGNED TO EXAMINER
11/02/2015
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/28/2015
Continuous trademark protection
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