R.SR
REGISTERED-SUPPLEMENTAL REGISTER
02/08/2022
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Official data from USPTO
PORTFOLIO PAYCHECKS
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
PORTFOLIO PAYCHECKS
ST13
US500000088948256Class
36
Filing
88948256
Registration
6641255
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
02/08/2022
Trademark type
Word
Nice classes
36
Filing date
06/04/2020
Registration date
02/08/2022
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
02/08/2022
Last transaction
02/08/2022
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Supplemental Register
First use anywhere
10/21/2008
First use in commerce
10/21/2008
Drawing code
4
Owner type
16
Owner location
Solana Beach, CA, US
Examiner
CLARK, MICHAEL J.
Law office
N30
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
ClientCentric Advisors, LLC
Representatives
Pollie Gautsch, Esq. G&A LEGAL, APC
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Financial servicesproviding information to others in the fields of financial investmentsstocks and bondsreal estateinsurance and financial planning; Financial serviceswealth management; financial analysis; cash management; Portfolio constructionbeing financial portfolio management; providing financial advice; insurance brokerage services; Investment management services; Financial planning for retirement; Individual retirement account services; mortgage lending services; mortgage brokerage services; Insurance administration servicesassisting others with adjusting insurance claimsassisting others with collecting insurance premiums; lease purchase financing services; investment selection advisoryinvestment advice in the field of real estate investment trusts (REIT); brokerage services in the field of securities and various packaged financial productsmutual fundsexchange-traded fundsclosed-end fundsunit investment trustsreal estate investment trustsgeneral equitiesvariable insurance products and annuity products
Publications
History of USPTO decisions and trademark events.
25 publications found
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
01/03/2022
ALIE
ASSIGNED TO LIE
12/29/2021
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
12/27/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
11/13/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
11/12/2021
ERFR
TEAS REQUEST FOR RECONSIDERATION RECEIVED
11/12/2021
GNFN
NOTIFICATION OF FINAL REFUSAL EMAILED
08/31/2021
GNFR
FINAL REFUSAL E-MAILED
08/31/2021
CNFR
FINAL REFUSAL WRITTEN
08/31/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/21/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/20/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/20/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
05/17/2021
GNRT
NON-FINAL ACTION E-MAILED
05/17/2021
CNRT
NON-FINAL ACTION WRITTEN
05/17/2021
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
03/16/2021
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
03/15/2021
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
03/15/2021
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
09/15/2020
GNRT
NON-FINAL ACTION E-MAILED
09/15/2020
CNRT
NON-FINAL ACTION WRITTEN
09/15/2020
DOCK
ASSIGNED TO EXAMINER
09/07/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
06/25/2020
NWAP
NEW APPLICATION ENTERED
06/08/2020
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