OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO
DEAD

Serial Number

86242969

Owner

Shore, Daniel, R.

First Use Date

Jul 9, 2013

Filing Date

Apr 4, 2014

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OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO Trademark

Serial Number: 86242969 • Registration: 4666240

OPTIMUM DIVERSIFIED PORTFOLIO OPTIMUM DIVERSIFIED TACTICAL PORTFOLIO is a trademark filed by Shore, Daniel, R. on April 4, 2014. The trademark is classified under Class 36 (Insurance & Financial), Class 35 (Advertising & Business). The application is currently no longer active.

Owner Contact Info

Shore, Daniel, R. (2 trademarks)

brentwood, TN 37027

Entity Type: 01

Trademark Details

Filing Date

April 4, 2014

Registration Date

January 6, 2015

First Use Anywhere

July 9, 2013

First Use in Commerce

July 10, 2013

Published for Opposition

October 21, 2014

Cancellation Date

August 13, 2021

Goods & Services

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

Preparation of reports relating to finance and investments

Filing History

CANCELLED SEC. 8 (6-YR)
Aug 13, 2021 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Jan 6, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Jan 6, 2015 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 21, 2014 NPUB
PUBLISHED FOR OPPOSITION
Oct 21, 2014 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Oct 1, 2014 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 16, 2014 PREV
ASSIGNED TO LIE
Sep 12, 2014 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Sep 1, 2014 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
Aug 9, 2014 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Aug 8, 2014 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 8, 2014 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Jul 15, 2014 GNRN
NON-FINAL ACTION E-MAILED
Jul 15, 2014 GNRT
NON-FINAL ACTION WRITTEN
Jul 15, 2014 CNRT
ASSIGNED TO EXAMINER
Jul 11, 2014 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Apr 17, 2014 NWOS
NEW APPLICATION ENTERED
Apr 8, 2014 NWAP