PT FINANCIAL, LLC – Trademark Portfolio

Entity Type: 99

PT FINANCIAL, LLC owns a portfolio of 17 U.S. trademarks filed with the United States Patent and Trademark Office (USPTO), including well-known marks such as TOTAL YIELD, LOOK-FORWARD, SHAPE MANAGEMENT, PERFORMANCE TRUST, and THE ADVANCED COURSE. Of these, 9 are registered. The portfolio spans 3 Nice Classification classes, led by Class 41 (Education & Entertainment) and Class 36 (Insurance & Financial). Headquartered in CHICAGO, IL.

500 W. MADISON AVENUE - SUITE 450

CHICAGO, IL 60661

17 Total Trademarks

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All (17) Registered (9) Abandoned (1) Cancelled (7)

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PERFORMANCE TRUST UNIVERSITY

Registered 2010

EXCELLENCE THROUGH EDUCATION PERFORMANCE TRUST UNIVERSITY EST. 1994 U

Registered 2010

FULL DISCLOSURE

Cancelled 2010

PERFORMANCE TRUST TOTAL RETURN

Abandoned 2010

THE ADVANCED COURSE

Registered 2009

THE LEVEL PLAYING FIELD

Registered 2009

THE DISCIPLINED INVESTOR

Registered 2007

TOTAL YIELD

Registered 2006

BMU PLUS

Cancelled 2006

ANALYTICAL MATURITY

Cancelled 2006

Registered 2005

Registered 2005

Cancelled 2004

Registered 2003

$KNOW THE MATH BEFORE THE TRADE BOND MATH UNIVERSITY TR$

KNOW THE MATH BEFORE THE TRADE BOND MATH UNIVERSITY TR

Cancelled 2002

$KNOW THE MATH BEFORE THE TRADE TR$

KNOW THE MATH BEFORE THE TRADE TR

Cancelled 2001

THE DISCIPLINED INVESTOR

Cancelled 2000

Trademark Classifications

PT FINANCIAL, LLC's trademark portfolio spans 3 Nice Classification classes, reflecting the scope of goods and services protected under their brand portfolio.

Education & Entertainment (8 filings)

Education; providing of training; entertainment; sporting and cultural activities

Insurance & Financial (8 filings)

Insurance; financial affairs; monetary affairs; real estate affairs

Paper Goods (2 filings)

Paper and cardboard; printed matter; bookbinding material; photographs; stationery

Frequently Asked Questions

How many trademarks does PT FINANCIAL, LLC have?

PT FINANCIAL, LLC has 17 U.S. trademarks filed with the USPTO. Of these, 9 registered, 1 abandoned, 7 cancelled.

What trademark classes does PT FINANCIAL, LLC file in?

PT FINANCIAL, LLC files trademarks across 3 Nice Classification classes. The most active classes are Class 41 (Education & Entertainment), Class 36 (Insurance & Financial), Class 16 (Paper Goods). Class 41 covers education; providing of training; entertainment; sporting and cultural activities.

What are PT FINANCIAL, LLC's most well-known trademarks?

PT FINANCIAL, LLC's registered trademark portfolio includes well-known marks such as TOTAL YIELD, LOOK-FORWARD, SHAPE MANAGEMENT, PERFORMANCE TRUST, and THE ADVANCED COURSE. These are among 9 currently registered trademarks in the portfolio.

What is PT FINANCIAL, LLC's trademark registration success rate?

PT FINANCIAL, LLC has a 53% trademark registration rate, with 9 out of 17 resolved applications resulting in successful registration. Currently, 0 applications are pending review.