Trademark: 86082136
Word
PORTFOLIO EFFICIENCY ANALYSIS
Status Date
Monday, October 26, 2015
Filing Date
Thursday, October 3, 2013
Abandoned Date
Tuesday, September 22, 2015
35 Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that analyzes an investor's current portfolio of securities and compares it to a financial advisor's proposed line-up of securities, including asset diversification, internal costs and historical performance for business or commercial purposes
36 Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Oct 27, 2015
Abandonment Notice Mailed - Failure To Respond
Oct 26, 2015
Abandonment - Failure To Respond Or Late Response
Mar 20, 2015
Non-Final Action Mailed
Mar 20, 2015
Non-Final Action Written
Feb 17, 2015
Teas/Email Correspondence Entered
Feb 17, 2015
Correspondence Received In Law Office
Feb 17, 2015
Teas Request For Reconsideration Received
Aug 14, 2014
Final Refusal Mailed
Aug 13, 2014
Final Refusal Written
Jul 24, 2014
Teas/Email Correspondence Entered
Jul 24, 2014
Correspondence Received In Law Office
Jul 24, 2014
Teas Response To Office Action Received
Jan 24, 2014
Non-Final Action Mailed
Jan 23, 2014
Non-Final Action Written
Jan 16, 2014
Assigned To Examiner
Oct 10, 2013
New Application Office Supplied Data Entered In Tram
Oct 7, 2013
New Application Entered In Tram
Trademark Alertz updated from USPTO on 2030-01-24
