TrademarkDir
OBJECTIVE-BASED PORTFOLIO PLANNER
LIVE

Serial Number

85495145

Owner

AMERICAN FUNDS DISTRIBUTORS, INC.

Attorney

Rachel V. Nass

First Use Date

May 12, 2011

Filing Date

Dec 14, 2011

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OBJECTIVE-BASED PORTFOLIO PLANNER Trademark

Serial Number: 85495145 • Registration: 4192211

OBJECTIVE-BASED PORTFOLIO PLANNER is a trademark filed by AMERICAN FUNDS DISTRIBUTORS, INC. on December 14, 2011. The trademark is classified under Class 42 (Computer & Scientific). The application is currently registered and active.

Owner Contact Info

AMERICAN FUNDS DISTRIBUTORS, INC. (155 trademarks)

LOS ANGELES, CA 90071

Entity Type: 03

CAPITAL CLIENT GROUP, INC. (46 trademarks)

333 SOUTH HOPE ST., 53RD FL.
LOS ANGELES, CA 90071

Entity Type: 03

Trademark Details

Filing Date

December 14, 2011

Registration Date

August 14, 2012

First Use Anywhere

May 12, 2011

First Use in Commerce

May 12, 2011

Filing History

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Feb 12, 2025 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 18, 2022 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Aug 18, 2022 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 18, 2022 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 16, 2022 APRE
TEAS SECTION 8 & 9 RECEIVED
Feb 24, 2022 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 14, 2022 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 14, 2022 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 14, 2022 REAP
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Aug 14, 2021 REM2
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 9, 2019 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 9, 2019 REAP
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 25, 2018 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 25, 2018 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Oct 12, 2017 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Oct 12, 2017 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Oct 12, 2017 APRE
TEAS SECTION 8 RECEIVED
Sep 12, 2017 ES8R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Sep 12, 2017 TCCA
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 14, 2017 REM1
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 15, 2016 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 15, 2016 REAP
REGISTERED-SUPPLEMENTAL REGISTER
Aug 14, 2012 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Jul 7, 2012 PREV
ASSIGNED TO LIE
Jul 7, 2012 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jun 18, 2012 CNTA
PREVIOUS ALLOWANCE COUNT WITHDRAWN
Jun 18, 2012 ZZZX
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jun 18, 2012 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 26, 2012 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 25, 2012 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 25, 2012 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Mar 27, 2012 GNRN
NON-FINAL ACTION E-MAILED
Mar 27, 2012 GNRT
NON-FINAL ACTION WRITTEN
Mar 27, 2012 CNRT
ASSIGNED TO EXAMINER
Mar 21, 2012 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 21, 2011 NWOS
NEW APPLICATION ENTERED
Dec 17, 2011 NWAP

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