Word

ACTIVEPLUS PORTFOLIOS

Status

Registered

Status Code

700

Status Date

Tuesday, July 2, 2019

Serial Number

87516818

Registration Number

5791278

Registration Date

Tuesday, July 2, 2019

Mark Type

4

Filing Date

Wednesday, July 5, 2017

Published for Opposition

Tuesday, April 16, 2019

Trademark Owner History

T. Rowe Price Group, Inc. - Original Registrant

Classifications

9 Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs

16 Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs

36 Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving

ACTIVE PLUS PORTFOLIOS
"PORTFOLIOS"

Trademark Events

Jul 8, 2017

New Application Entered

Jul 12, 2017

New Application Office Supplied Data Entered

Sep 28, 2017

Assigned To Examiner

Oct 4, 2017

Non-Final Action Written

Oct 4, 2017

Non-Final Action E-Mailed

Oct 4, 2017

Notification Of Non-Final Action E-Mailed

Nov 17, 2017

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Nov 17, 2017

Attorney/Dom.Rep.Revoked And/Or Appointed

Apr 4, 2018

Teas Response To Office Action Received

Apr 4, 2018

Correspondence Received In Law Office

Apr 5, 2018

Teas/Email Correspondence Entered

May 3, 2018

Non-Final Action Written

May 3, 2018

Non-Final Action E-Mailed

May 3, 2018

Notification Of Non-Final Action E-Mailed

Nov 5, 2018

Teas Response To Office Action Received

Nov 5, 2018

Correspondence Received In Law Office

Nov 6, 2018

Teas/Email Correspondence Entered

Dec 13, 2018

Final Refusal Written

Dec 13, 2018

Final Refusal E-Mailed

Dec 13, 2018

Notification Of Final Refusal Emailed

Dec 26, 2018

Teas Request For Reconsideration Received

Dec 26, 2018

Correspondence Received In Law Office

Dec 27, 2018

Teas/Email Correspondence Entered

Dec 28, 2018

Approved For Pub - Principal Register

Jan 22, 2019

Withdrawn From Pub - Og Review Query

Jan 25, 2019

Previous Allowance Count Withdrawn

Feb 4, 2019

Non-Final Action Written

Feb 4, 2019

Non-Final Action E-Mailed

Feb 4, 2019

Notification Of Non-Final Action E-Mailed

Feb 13, 2019

Teas Response To Office Action Received

Feb 13, 2019

Correspondence Received In Law Office

Feb 14, 2019

Teas/Email Correspondence Entered

Feb 19, 2019

Approved For Pub - Principal Register

Mar 11, 2019

Assigned To Lie

Mar 14, 2019

Law Office Publication Review Completed

Mar 27, 2019

Notification Of Notice Of Publication E-Mailed

Apr 16, 2019

Published For Opposition

Apr 16, 2019

Official Gazette Publication Confirmation E-Mailed

Jul 2, 2019

Registered-Principal Register

Sep 18, 2019

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Sep 18, 2019

Attorney/Dom.Rep.Revoked And/Or Appointed

Apr 25, 2023

Teas Change Of Owner Address Received

Apr 25, 2023

Teas Change Of Correspondence Received

Apr 25, 2023

Attorney/Dom.Rep.Revoked And/Or Appointed

Apr 25, 2023

Teas Revoke/App/Change Addr Of Atty/Dom Rep Received

Apr 25, 2023

Applicant/Correspondence Changes (Non-Responsive) Entered

Jul 2, 2024

Courtesy Reminder - Sec. 8 (6-Yr) E-Mailed