TrademarkDir
PERFECTING THE PORTFOLIO
LIVE

Serial Number

77253958

Owner

ENVESTNET, INC.

Attorney

Melissa S. Dillenbeck

Filing Date

Aug 13, 2007

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PERFECTING THE PORTFOLIO Trademark

Serial Number: 77253958 • Registration: 3658704

PERFECTING THE PORTFOLIO is a trademark filed by ENVESTNET, INC. on August 13, 2007. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

ENVESTNET, INC. (53 trademarks)

35 EAST WACKER DRIVE
CHICAGO, IL 60601

Entity Type: 03

ENVESTNET ASSET MANAGEMENT, INC. (35 trademarks)

35 EAST WACKER DRIVE
CHICAGO, IL 60601

Entity Type: 03

Trademark Details

Filing Date

August 13, 2007

Registration Date

July 21, 2009

Published for Opposition

July 8, 2008

Goods & Services

investment management and investing consulting services

Filing History

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Dec 4, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
May 25, 2019 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
May 25, 2019 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
May 25, 2019 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 25, 2019 APRE
TEAS SECTION 8 & 9 RECEIVED
Apr 23, 2019 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Jul 21, 2018 REM2
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
May 3, 2017 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jul 6, 2015 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jul 6, 2015 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jul 6, 2015 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 12, 2015 E815
REGISTERED-PRINCIPAL REGISTER
Jul 21, 2009 R.PR
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jun 22, 2009 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jun 22, 2009 COAR
LAW OFFICE REGISTRATION REVIEW COMPLETED
Jun 12, 2009 REGV
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
May 27, 2009 CNPR
TEAS/EMAIL CORRESPONDENCE ENTERED
May 22, 2009 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 22, 2009 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 22, 2009 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Apr 2, 2009 GNRN
NON-FINAL ACTION E-MAILED
Apr 2, 2009 GNRT
SU - NON-FINAL ACTION - WRITTEN
Apr 2, 2009 CNRT
STATEMENT OF USE PROCESSING COMPLETE
Apr 1, 2009 SUPC
CASE ASSIGNED TO INTENT TO USE PARALEGAL
Apr 1, 2009 AITU
USE AMENDMENT FILED
Mar 11, 2009 IUAF
TEAS STATEMENT OF USE RECEIVED
Mar 11, 2009 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Sep 30, 2008 NOAM
PUBLISHED FOR OPPOSITION
Jul 8, 2008 PUBO
NOTICE OF PUBLICATION
Jun 18, 2008 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
May 30, 2008 PREV
ASSIGNED TO LIE
May 29, 2008 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
May 29, 2008 CNSA
TEAS/EMAIL CORRESPONDENCE ENTERED
May 27, 2008 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
May 27, 2008 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
May 27, 2008 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Nov 27, 2007 GNRN
NON-FINAL ACTION E-MAILED
Nov 27, 2007 GNRT
NON-FINAL ACTION WRITTEN
Nov 27, 2007 CNRT
ASSIGNED TO EXAMINER
Nov 19, 2007 DOCK
NEW APPLICATION ENTERED
Aug 16, 2007 NWAP

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