Trademark: 78958734
Word
DISCIPLINED PORTFOLIO ADVISOR
Status
Registered
Status Code
800
Status Date
Saturday, August 20, 2016
Serial Number
78958734
Registration Number
3248763
Registration Date
Tuesday, May 29, 2007
Mark Type
4000
Filing Date
Wednesday, August 23, 2006

Trademark Owner History
DiMeo Schneider & Associates, LLC - Original Registrant

Classifications
36 Financial portfolio management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Investment advisory services; Management of portfolios comprising securities
"PORTFOLIO ADVISOR"

Trademark Events
Nov 16, 2020
Applicant/Correspondence Changes (Non-Responsive) Entered
Nov 16, 2020
Teas Change Of Correspondence Received
Nov 16, 2020
Attorney/Dom.Rep.Revoked And/Or Appointed
Nov 16, 2020
Teas Revoke/App/Change Addr Of Atty/Dom Rep Received
Nov 16, 2020
Teas Change Of Owner Address Received
Aug 20, 2016
Notice Of Acceptance Of Sec. 8 & 9 - E-Mailed
Aug 20, 2016
Registered And Renewed (First Renewal - 10 Yrs)
Aug 20, 2016
Registered - Sec. 8 (10-Yr) Accepted/Sec. 9 Granted
Aug 20, 2016
Case Assigned To Post Registration Paralegal
May 29, 2016
Teas Section 8 & 9 Received
May 29, 2016
Courtesy Reminder - Sec. 8 (10-Yr)/Sec. 9 E-Mailed
Jan 24, 2014
Applicant/Correspondence Changes (Non-Responsive) Entered
Jan 24, 2014
Teas Change Of Owner Address Received
Jun 16, 2012
Notice Of Acceptance Of Sec. 8 - E-Mailed
Jun 16, 2012
Registered - Sec. 8 (6-Yr) Accepted
Jun 16, 2012
Case Assigned To Post Registration Paralegal
Jun 2, 2012
Teas Section 8 Received
Oct 2, 2009
Teas Change Of Correspondence Received
May 29, 2007
Registered-Supplemental Register
Apr 10, 2007
Law Office Publication Review Completed
Apr 9, 2007
Assigned To Lie
Mar 19, 2007
Approved For Registration Supplemental Register
Mar 15, 2007
Teas/Email Correspondence Entered
Mar 14, 2007
Correspondence Received In Law Office
Mar 14, 2007
Teas Response To Office Action Received
Jan 31, 2007
Non-Final Action E-Mailed
Jan 31, 2007
Non-Final Action Written
Jan 18, 2007
Assigned To Examiner
Aug 28, 2006
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24