NA85
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
10/16/2025
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Official data from USPTO
ACTIVEPLUS PORTFOLIOS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
ACTIVEPLUS PORTFOLIOS
ST13
US500000087516818Class
9, 16, 36
Filing
87516818
Registration
5791278
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
56
Latest update
11/04/2025
Trademark type
Word
Nice classes
9, 16, 36
Filing date
07/05/2017
Registration date
07/02/2019
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
10/16/2025
Last transaction
11/04/2025
Responsible office
United States Patent and Trademark Office
Status code
705
Official register
Principal Register
First use anywhere
03/07/2017
First use in commerce
03/07/2017
Drawing code
4
Owner type
03
Owner location
Baltimore, MD
Examiner
SEVERSON,JUSTIN
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
T. Rowe Price Group, Inc.
Representatives
Lynn M. Jordan Kelly IP, LLP
Technical classification
Nice Classes
Class 9Class 16Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 9
Downloadable software in the nature of mobile applications in the investmentinvestment brokeragefinancial asset management and financial fieldswhich enables users to manage personal account informationview personal account balancesperform personal mutual fund transactionscheck the status of pending personal transactions and view personal transaction historyview personal account asset allocation and performance information and chartsconduct personal fund researchselect investment strategies for accountsaccess insights on current market events; Downloadable mobile application for providing informationadvice and contentaccess to informationadvice and contentin the fields of financefinancial asset managementfinancial planninginvestingretirementretirement incomeretirement planningretirement plans and saving; Publications downloadable from the internetnewslettersmagazinesreportsguideschartsworksheetsformsinstructional materialseducational materialsbulletinspamphletsbookletspostersleaflets in the fields of investmentinvestment managementasset managementfinancial and monetary affairs
Class 16
Printed matternewslettersmagazinesreportsguideschartsworksheetsformsinstructional materialseducational materialsbulletinspamphletsbookletspostersleaflets in the fields of investmentinvestment managementasset managementfinancial and monetary affairs
Class 36
Full range of services in the investment and financial fieldsbankinginvestment transactionsbalance activity reportinginvestment brokerageinvestment managementinvestment management of securities portfoliosfinancial asset managementdiscretionary asset managementinvestment advicemanagement of financial investment accountsfinancial investment account management servicesinvestment consultationinvestment and financial client profilingasset allocationfinancial researchretirement planningfinancial portfolio managementvariable annuities investmenttradingcustodyperformance reporting of funds and securities; On-line investing of fundsfinancial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and adviceincluding information via social mediain the fields of financefinancial asset managementfinancial planningfinancial investingin the field of financial information regarding retirementretirement incomeretirement planningretirement plans and saving; Retirement plan financial servicesoperation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory servicesconsultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysiscompiling and analyzing statisticsdata and other sources of information for financial purposes in connection with retirement plans; Retirement account servicesproviding retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts ; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of financefinancial asset managementfinancial planninginvestingretirementretirement incomeretirement planningretirement plans and saving
Publications
History of USPTO decisions and trademark events.
56 publications found
C15P
REGISTERED - PARTIAL SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
10/16/2025
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
10/16/2025
E815
TEAS SECTION 8 & 15 RECEIVED
06/12/2025
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
10/15/2024
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/15/2024
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/15/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
10/15/2024
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
10/15/2024
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
07/02/2024
CHAN
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
04/25/2023
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
04/25/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/25/2023
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/25/2023
COAR
TEAS CHANGE OF OWNER ADDRESS RECEIVED
04/25/2023
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
09/18/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
09/18/2019
R.PR
REGISTERED-PRINCIPAL REGISTER
07/02/2019
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
04/16/2019
PUBO
PUBLISHED FOR OPPOSITION
04/16/2019
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
03/27/2019
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
03/14/2019
ALIE
ASSIGNED TO LIE
03/11/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
02/19/2019
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
02/14/2019
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
02/13/2019
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
02/13/2019
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
02/04/2019
GNRT
NON-FINAL ACTION E-MAILED
02/04/2019
CNRT
NON-FINAL ACTION WRITTEN
02/04/2019
ZZZX
PREVIOUS ALLOWANCE COUNT WITHDRAWN
01/25/2019
PBCR
WITHDRAWN FROM PUB - OG REVIEW QUERY
01/22/2019
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/28/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/27/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/26/2018
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
12/26/2018
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
12/13/2018
GNFR
FINAL REFUSAL E-MAILED
12/13/2018
CNFR
FINAL REFUSAL WRITTEN
12/13/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/06/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/05/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
11/05/2018
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/03/2018
GNRT
NON-FINAL ACTION E-MAILED
05/03/2018
CNRT
NON-FINAL ACTION WRITTEN
05/03/2018
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
04/05/2018
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
04/04/2018
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
04/04/2018
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
11/17/2017
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
11/17/2017
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
10/04/2017
GNRT
NON-FINAL ACTION E-MAILED
10/04/2017
CNRT
NON-FINAL ACTION WRITTEN
10/04/2017
DOCK
ASSIGNED TO EXAMINER
09/28/2017
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/12/2017
NWAP
NEW APPLICATION ENTERED
07/08/2017
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