REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
04/06/2026
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Official data from USPTO
YOUR VIRTUAL PORTFOLIO STRATEGIST
Did you know this trademark is already registered in United States?
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Active USPTO registrationType: WordOffice: United States
Quick snapshot
YOUR VIRTUAL PORTFOLIO STRATEGIST
ST13
US500000088954300Class
42
Filing
88954300
Registration
6312269
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
15
Latest update
04/07/2026
Trademark type
Word
Nice classes
42
Filing date
06/08/2020
Registration date
04/06/2021
Expiration date
-
Complete case details
Structured fields from the responsible authority and the official record.
Status date
04/06/2021
Last transaction
04/07/2026
Responsible office
United States Patent and Trademark Office
Status code
700
Official register
Principal Register
First use anywhere
07/01/2015
First use in commerce
07/01/2015
Drawing code
4
Owner type
16
Owner location
Newport Beach, CA, US
Examiner
SHINER, MARK W
Law office
L50
Current location
PUBLICATION AND ISSUE SECTION
Holders and representatives
Holders
Pacific Financial Group, LLC
Representatives
Richard Lavin
Technical classification
Nice Classes
Class 42
Vienna Codes
No Vienna codes available.
Goods and services
Class 42
Providing temporary use of non-downloadable cloud-based software for creatinganalyzingsurveilling investment portfolios for use by investment professionals and consumers.; Providing temporary use of on-line non-downloadable cloud computing software for creatinganalyzingsurveilling investment portfolios for use by investment professionals and consumers.; Providing temporary use of on-line non-downloadable software and applications for creatinganalyzingsurveilling investment portfolios for use by investment professionals and consumers.; Providing a web site featuring temporary use of non-downloadable software for creatinganalyzingsurveilling investment portfolios for use by investment professionals and consumers
Publications
History of USPTO decisions and trademark events.
15 publications found
R.PR
REGISTERED-PRINCIPAL REGISTER
04/06/2021
NPUB
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
01/19/2021
PUBO
PUBLISHED FOR OPPOSITION
01/19/2021
NONP
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
12/30/2020
CNSA
APPROVED FOR PUB - PRINCIPAL REGISTER
12/14/2020
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
12/12/2020
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
12/11/2020
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
12/11/2020
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
09/10/2020
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
07/01/2020
NWAP
NEW APPLICATION ENTERED
06/11/2020
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