TrademarkDir
PORTFOLIO TODAY
LIVE

Serial Number

76523206

Owner

ADVISOR360, LLC

Attorney

Daniel Hwang

First Use Date

Feb 28, 2003

Filing Date

Jun 6, 2003

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PORTFOLIO TODAY Trademark

Serial Number: 76523206 • Registration: 3104350

PORTFOLIO TODAY is a trademark filed by ADVISOR360, LLC on June 6, 2003. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

ADVISOR360, LLC (21 trademarks)

133 BOSTON POST ROAD
WESTON, MA 02493

Entity Type: 16

COMMONWEALTH EQUITY SERVICES, INC.

29 Sawyer Road
Waltham, MA 02453

Entity Type: 03

Trademark Details

Filing Date

June 6, 2003

Registration Date

June 13, 2006

First Use Anywhere

February 28, 2003

First Use in Commerce

February 28, 2003

Published for Opposition

July 12, 2005

Goods & Services

PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING INDEXED AND CLASSIFIED FINANCIAL MARKET INFORMATION, SECURITIES QUOTES, FINANCIAL NEWS STORIES AND PROFESSIONAL FINANCIAL REFERENCE MATERIALS ON A LIMITED BASIS TO SECURITIES BROKERS, ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS

Filing History

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Feb 17, 2026 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 17, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Feb 17, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Feb 17, 2026 REAP
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 25, 2019 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED
Sep 2, 2016 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Sep 2, 2016 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Sep 2, 2016 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Sep 2, 2016 APRE
TEAS SECTION 8 & 9 RECEIVED
Jun 13, 2016 E89R
NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED
Jun 19, 2012 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jun 19, 2012 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jun 19, 2012 APRE
TEAS SECTION 8 & 15 RECEIVED
Jun 13, 2012 E815
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jun 13, 2012 TCCA
REGISTERED-PRINCIPAL REGISTER
Jun 13, 2006 R.PR
LAW OFFICE REGISTRATION REVIEW COMPLETED
May 3, 2006 REGV
ASSIGNED TO LIE
Apr 28, 2006 ALIE
ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
Apr 21, 2006 CNPR
STATEMENT OF USE PROCESSING COMPLETE
Apr 20, 2006 SUPC
USE AMENDMENT FILED
Apr 4, 2006 IUAF
TEAS STATEMENT OF USE RECEIVED
Apr 4, 2006 EISU
NOA MAILED - SOU REQUIRED FROM APPLICANT
Oct 4, 2005 NOAM
PUBLISHED FOR OPPOSITION
Jul 12, 2005 PUBO
NOTICE OF PUBLICATION
Jun 22, 2005 NPUB
LAW OFFICE PUBLICATION REVIEW COMPLETED
Apr 1, 2005 PREV
ASSIGNED TO LIE
Mar 25, 2005 ALIE
EXAMINERS AMENDMENT MAILED
Mar 22, 2005 CNEA
APPROVED FOR PUB - PRINCIPAL REGISTER
Mar 22, 2005 CNSA
EXAMINERS AMENDMENT -WRITTEN
Mar 22, 2005 CNEA
FINAL REFUSAL MAILED
Jan 25, 2005 CNFR
FINAL REFUSAL WRITTEN
Jan 24, 2005 CNFR
PETITION TO REVIVE-GRANTED
Jan 24, 2005 PETG
PETITION TO REVIVE-RECEIVED
Sep 1, 2004 PETR
PAPER RECEIVED
Sep 1, 2004 MAIL
FAX SENT
Jul 26, 2004 FAXX
ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE
Jul 26, 2004 ABN2
NON-FINAL ACTION MAILED
Jan 8, 2004 CNRT
ASSIGNED TO EXAMINER
Dec 24, 2003 DOCK

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