Trademark: 75083645
Word
CUSTOM PORTFOLIO PLANNING
Status Date
Friday, October 22, 2021
Registration Number
2133477
Registration Date
Tuesday, January 27, 1998
Filing Date
Thursday, April 4, 1996
Cancellation Date
Friday, October 22, 2021
36 financial services, namely analyzing investors characteristics such as risk tolerance and financial goals and objectives, and providing asset allocation analyses to match the characteristics
Oct 22, 2021
Cancelled Sec. 8 (10-Yr)/Expired Section 9
Jan 27, 2017
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jul 1, 2011
Assignment Of Ownership Not Updated Automatically
Jan 11, 2008
Registered And Renewed (First Renewal - 10 Yrs)
Jan 11, 2008
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Jan 10, 2008
Assigned To Paralegal
Jan 8, 2008
Teas Section 8 & 9 Received
Apr 9, 2007
Case File In Ticrs
Aug 29, 2005
Attorney/Dom.Rep.Revoked And/Or Appointed
Aug 29, 2005
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Feb 20, 2004
Registered - Sec. 8 (6-Yr) Accepted
Dec 19, 2003
Registered - Sec. 8 (6-Yr) Filed
Nov 8, 2002
Teas Change Of Correspondence Received
Jan 27, 1998
Registered-Supplemental Register
Dec 1, 1997
Approved For Registration Supplemental Register
Nov 17, 1997
Examiner's Amendment Mailed
Oct 11, 1997
Use Amendment Accepted
Aug 29, 1997
Correspondence Received In Law Office
Sep 10, 1997
Amendment To Use Processing Complete
Aug 29, 1997
Use Amendment Filed
May 19, 1997
Non-Final Action Mailed
Apr 7, 1997
Correspondence Received In Law Office
Oct 9, 1996
Non-Final Action Mailed
Sep 24, 1996
Assigned To Examiner
Trademark Alertz updated from USPTO on 2030-01-24
