TrademarkDir
PORTFOLIO TO PLAN
DEAD

Serial Number

86476543

Owner

Financial Resources, Inc.

First Use Date

Oct 7, 2014

Filing Date

Dec 10, 2014

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PORTFOLIO TO PLAN Trademark

Serial Number: 86476543 • Registration: 4789410

PORTFOLIO TO PLAN is a trademark filed by Financial Resources, Inc. on December 10, 2014. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Owner Contact Info

Financial Resources, Inc.

Suite 101A
Glastonbury, CT 06033

Entity Type: 03

Trademark Details

Filing Date

December 10, 2014

Registration Date

August 11, 2015

First Use Anywhere

October 7, 2014

First Use in Commerce

October 7, 2014

Published for Opposition

May 26, 2015

Cancellation Date

February 25, 2022

Goods & Services

financial planning, namely, the creation of personalized strategies used to calculate a current or proposed portfolio's investment risk to determine if there is too much or too little risk in the portfolio to achieve the financial plan's goals and objectives

Filing History

CANCELLED SEC. 8 (6-YR)
Feb 25, 2022 C8..
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Aug 11, 2020 REM1
REGISTERED-PRINCIPAL REGISTER
Aug 11, 2015 R.PR
POST PUBLICATION AMENDMENT – NOT ENTERED
Jun 24, 2015 CHPN
ASSIGNED TO PETITION STAFF
Jun 23, 2015 APET
TEAS POST PUBLICATION AMENDMENT RECEIVED
Jun 15, 2015 EPPA
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
May 26, 2015 NPUB
PUBLISHED FOR OPPOSITION
May 26, 2015 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
May 6, 2015 NONP
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 17, 2015 PREV
ASSIGNED TO LIE
Apr 14, 2015 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 25, 2015 CNSA
EXAMINER'S AMENDMENT ENTERED
Mar 24, 2015 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Mar 24, 2015 GNEN
EXAMINERS AMENDMENT E-MAILED
Mar 24, 2015 GNEA
EXAMINERS AMENDMENT -WRITTEN
Mar 24, 2015 CNEA
ASSIGNED TO EXAMINER
Mar 24, 2015 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Dec 15, 2014 NWOS
NEW APPLICATION ENTERED
Dec 13, 2014 NWAP

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