REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
10/26/2025
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Official data from USPTO
THE PORTFOLIO STRATEGY GROUP
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
THE PORTFOLIO STRATEGY GROUP
ST13
US500000086780338Class
36
Filing
86780338
Registration
5070319
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
39
Latest update
10/27/2025
Trademark type
Word
Nice classes
36
Filing date
10/07/2015
Registration date
10/25/2016
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/23/2022
Last transaction
10/27/2025
Responsible office
United States Patent and Trademark Office
Status code
701
Official register
Supplemental Register
First use anywhere
09/28/1990
First use in commerce
09/28/1990
Drawing code
4
Owner type
16
Owner location
New York, NY
Examiner
JOHNSON, DANIELLE
Law office
N20
Current location
TMO LAW OFFICE 120
Holders and representatives
Holders
The Portfolio Strategy Group, LLC
The Portfolio Strategy Group, LLC
Representatives
Briana R. Falcon Arnall Golden Gregory LLP
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesinvestment advisory services and wealth management
Publications
History of USPTO decisions and trademark events.
39 publications found
EWAF
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
10/02/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/02/2025
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/02/2025
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/02/2025
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/02/2025
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/02/2025
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
10/02/2024
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
04/24/2022
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
04/23/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
04/23/2022
ES8R
TEAS SECTION 8 RECEIVED
11/02/2021
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
10/25/2021
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
08/08/2018
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
07/19/2017
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
10/25/2016
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
09/20/2016
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
09/13/2016
XAEC
EXAMINER'S AMENDMENT ENTERED
09/13/2016
GNEN
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
09/13/2016
GNEA
EXAMINERS AMENDMENT E-MAILED
09/13/2016
CNEA
EXAMINERS AMENDMENT -WRITTEN
09/13/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
09/02/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
09/02/2016
ALIE
ASSIGNED TO LIE
09/02/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
08/26/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
08/18/2016
GNRT
NON-FINAL ACTION E-MAILED
08/18/2016
CNRT
NON-FINAL ACTION WRITTEN
08/18/2016
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
07/29/2016
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
07/28/2016
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
07/28/2016
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/02/2016
GNRT
NON-FINAL ACTION E-MAILED
02/02/2016
CNRT
NON-FINAL ACTION WRITTEN
02/02/2016
DOCK
ASSIGNED TO EXAMINER
01/28/2016
ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
01/13/2016
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
10/13/2015
NWAP
NEW APPLICATION ENTERED
10/10/2015
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