Trademark: 86242969
Word
OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO
Status
Dead
Status Code
710
Status Date
Friday, August 13, 2021
Serial Number
86242969
Registration Number
4666240
Registration Date
Tuesday, January 6, 2015
Mark Type
4000
Filing Date
Friday, April 4, 2014
Published for Opposition
Tuesday, October 21, 2014
Cancellation Date
Friday, August 13, 2021

Trademark Owner History
Shore, Daniel, R. - Original Registrant

Classifications
35 Preparation of reports relating to finance and investments
36 Advice relating to investments; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial information provided by electronic means in the field of investment portfolio management; Financial investment analysis and stock research; Financial investment in the field of portfolio management; Financial planning and investment advisory services; 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; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, operation and management of hedge funds, commodity pools and other collective investment vehicles, and trading for others of securities, options, futures, derivatives, debt instruments and commodities; Funds investment; Global investment research services; Hedge fund investment services; Information, advisory, consultancy and research services relating to finance and investments; Investment advice; Investment advisory services; Investment consultancy; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Monitoring financial markets for investment purposes; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and research in the field of finance and financial investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Securities trading and investing services for others via the internet
"DIVERSIFIED PORTFOLIO" AND "DIVERSIFIED TACTICAL PORTFOLIO"

Trademark Events
Aug 13, 2021
Cancelled Sec. 8 (6-Yr)
Jan 6, 2020
Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed
Jan 6, 2015
Registered-Principal Register
Oct 21, 2014
Official Gazette Publication Confirmation E-Mailed
Oct 21, 2014
Published For Opposition
Oct 1, 2014
Notification Of Notice Of Publication E-Mailed
Sep 16, 2014
Law Office Publication Review Completed
Sep 12, 2014
Assigned To Lie
Sep 1, 2014
Approved For Pub - Principal Register
Aug 9, 2014
Teas/Email Correspondence Entered
Aug 8, 2014
Correspondence Received In Law Office
Aug 8, 2014
Teas Response To Office Action Received
Jul 15, 2014
Notification Of Non-Final Action E-Mailed
Jul 15, 2014
Non-Final Action E-Mailed
Jul 15, 2014
Non-Final Action Written
Jul 11, 2014
Assigned To Examiner
Apr 17, 2014
New Application Office Supplied Data Entered In Tram
Apr 8, 2014
New Application Entered In Tram

Trademark Alertz updated from USPTO on 2030-01-24