ASGN
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
02/12/2025
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Official data from USPTO
TIME-BASED PORTFOLIO PLANNER
Did you know this trademark is already registered in United States?
Before investing in name, identity, and promotion, validate collision risk and registration strategy to avoid wasting time and budget.
Active USPTO registrationType: WordOffice: US
Quick snapshot
TIME-BASED PORTFOLIO PLANNER
ST13
US500000085495239Class
36
Filing
85495239
Registration
4192216
Risk and opportunity diagnosis
Executive reading for naming, filing, and monitoring decisions.
USPTO status
Active USPTO registration
Case type
Application and registration
Recorded events
34
Latest update
02/12/2025
Classification
Registered
Trademark type
Word
Nice classes
36
Filing date
12/14/2011
Registration date
08/14/2012
Expiration date
-
Recommended action
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Next step
These are the details of the registration process. Even so, constant monitoring is what ensures peace of mind that your main asset remains protected.
Complete case details
Structured fields from the responsible authority and the official record.
Status date
09/24/2022
Last transaction
10/28/2022
Responsible office
United States Patent and Trademark Office
Status code
800
Official register
Supplemental Register
First use anywhere
05/12/2011
First use in commerce
05/12/2011
Drawing code
4
Owner type
03
Owner location
LOS ANGELES, CA, US
Examiner
ORTIGA PALMER, RAMONA
Law office
M80
Current location
GENERIC WEB UPDATE
Holders and representatives
Holders
CAPITAL CLIENT GROUP, INC.
American Funds Distributors, Inc.
Representatives
Rachel V. Nass
Technical classification
Nice Classes
Class 36
Vienna Codes
No Vienna codes available.
Goods and services
Class 36
Providing on-line financial calculators
Publications
History of USPTO decisions and trademark events.
34 publications found
NA89
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
09/24/2022
RNL1
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
09/24/2022
89AG
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
09/24/2022
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/24/2022
E89R
TEAS SECTION 8 & 9 RECEIVED
03/30/2022
TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
02/14/2022
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
02/14/2022
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
02/14/2022
REM2
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
08/14/2021
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/09/2019
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/09/2019
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
10/25/2018
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
10/25/2018
NAS8
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
09/29/2017
8.OK
REGISTERED - SEC. 8 (6-YR) ACCEPTED
09/29/2017
APRE
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
09/29/2017
ES8R
TEAS SECTION 8 RECEIVED
09/07/2017
REM1
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
08/14/2017
ARAA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
04/15/2016
REAP
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
04/15/2016
R.SR
REGISTERED-SUPPLEMENTAL REGISTER
08/14/2012
PREV
LAW OFFICE PUBLICATION REVIEW COMPLETED
07/07/2012
ALIE
ASSIGNED TO LIE
07/07/2012
CNTA
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
06/18/2012
TEME
TEAS/EMAIL CORRESPONDENCE ENTERED
05/26/2012
CRFA
CORRESPONDENCE RECEIVED IN LAW OFFICE
05/25/2012
TROA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
05/25/2012
GNRN
NOTIFICATION OF NON-FINAL ACTION E-MAILED
03/27/2012
GNRT
NON-FINAL ACTION E-MAILED
03/27/2012
CNRT
NON-FINAL ACTION WRITTEN
03/27/2012
DOCK
ASSIGNED TO EXAMINER
03/21/2012
NWOS
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
12/21/2011
NWAP
NEW APPLICATION ENTERED
12/17/2011
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