Legal Representation
Attorney
Tracey A. Puthoff
USPTO Deadlines
Next Deadline
2214 days remaining
Section 8 & 9 Renewal Due (Principal Register) (Based on registration date 20120228)
Due Date
February 28, 2032
Grace Period Ends
August 28, 2032
Application History
31 events| Date | Code | Type | Description | Documents |
|---|---|---|---|---|
| Feb 19, 2022 | NA89 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | Loading... |
| Feb 19, 2022 | RNL1 | Q | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) | Loading... |
| Feb 19, 2022 | 89AG | O | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | Loading... |
| Feb 19, 2022 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Sep 22, 2021 | E89R | I | TEAS SECTION 8 & 9 RECEIVED | Loading... |
| Feb 28, 2021 | REM2 | E | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | Loading... |
| May 28, 2017 | NA85 | E | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | Loading... |
| May 28, 2017 | C15A | O | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | Loading... |
| May 28, 2017 | APRE | A | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | Loading... |
| Apr 12, 2017 | E815 | I | TEAS SECTION 8 & 15 RECEIVED | Loading... |
| Apr 12, 2017 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Apr 12, 2017 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Feb 28, 2017 | REM1 | E | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | Loading... |
| May 18, 2016 | TCCA | I | TEAS CHANGE OF CORRESPONDENCE RECEIVED | Loading... |
| Dec 15, 2015 | ARAA | I | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | Loading... |
| Dec 15, 2015 | REAP | I | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | Loading... |
| Feb 28, 2012 | R.PR | A | REGISTERED-PRINCIPAL REGISTER | Loading... |
| Dec 13, 2011 | NPUB | E | OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED | Loading... |
| Dec 13, 2011 | PUBO | A | PUBLISHED FOR OPPOSITION | Loading... |
| Nov 23, 2011 | NONP | E | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED | Loading... |
| Nov 7, 2011 | PREV | O | LAW OFFICE PUBLICATION REVIEW COMPLETED | Loading... |
| Nov 4, 2011 | CNSA | O | APPROVED FOR PUB - PRINCIPAL REGISTER | Loading... |
| Nov 1, 2011 | XAEC | I | EXAMINER'S AMENDMENT ENTERED | Loading... |
| Oct 31, 2011 | ALIE | A | ASSIGNED TO LIE | Loading... |
| Oct 31, 2011 | GNEN | O | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | Loading... |
| Oct 31, 2011 | GNEA | F | EXAMINERS AMENDMENT E-MAILED | Loading... |
| Oct 31, 2011 | CNEA | R | EXAMINERS AMENDMENT -WRITTEN | Loading... |
| Oct 21, 2011 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Oct 3, 2011 | DOCK | D | ASSIGNED TO EXAMINER | Loading... |
| Jun 28, 2011 | NWOS | I | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | Loading... |
| Jun 25, 2011 | NWAP | I | NEW APPLICATION ENTERED | Loading... |
Detailed Classifications
Class 036
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 investment in the field of securities, adjusted over time to meet investors' expressed risk tolerance and time horizon.; Financial planning and investment advisory services; Fund investment services featuring the trading of an account holder's securities according to previously established criteria in order to maintain a predetermined level of payments to the account holder; Investment advisory services; Investment consultation; Investment management
First Use Anywhere:
Jan 27, 2010
First Use in Commerce:
Jan 27, 2010
Classification
International Classes
036
Disclaimers
The following terms have been disclaimed and are not claimed as part of the trademark:
General Disclaimer
"ADJUSTED PORTFOLIOS"