PORTLAND TRUST COMPANY
LIVE

Serial Number

87475654

Owner

Portland Trust Company, LLC

Attorney

Jeffrey Joyce

First Use Date

May 21, 2015

Filing Date

Jun 5, 2017

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PORTLAND TRUST COMPANY Trademark

Serial Number: 87475654 • Registration: 5356875

PORTLAND TRUST COMPANY is a trademark filed by Portland Trust Company, LLC on June 5, 2017. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Portland Trust Company, LLC

Two City Center
Portland, ME 04101

Entity Type: 16

Trademark Details

Filing Date

June 5, 2017

Registration Date

December 12, 2017

First Use Anywhere

May 21, 2015

First Use in Commerce

July 22, 2015

Goods & Services

Banking consultation; [ Equity capital investment; ] Estate planning; Estate trust management; Estate trust planning; Financial advice, namely, budget planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory; Financial and investment services, namely, management and brokerage in the fields of stocks,; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial services in the nature of an investment security; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, and investment consultation; Financial services, namely, investment fund transfer and transaction services; Financial trust planning; Financial investment analysis and stock research; [ Financial investment brokerage services; ] Financial investment in the field of real estate and securities; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement and estate planning; Financial trust administration; [ Financial trust operations; ] Fund investment consultation; Funds investment; Investment advice; Investment advisory services; [ Investment banking services; Investment brokerage; ] Investment by electronic means; Investment consultation; Investment management; Investment of funds for others; Investment risk assessment services; Investment services, namely, asset acquisition, consultation, development and management services; [ Management of a capital investment fund; ] Management of portfolios comprising securities; Management of portfolios of transferable securities; Management of securities portfolios; Monitoring financial markets for investment purposes; Mutual fund investment; Mutual fund planning services; [ Real estate investment trust advisory services; Real estate investment trust management services; Real estate investment trust services; Real estate investment services; Transfer agency services rendered to issuers of investment securities; ] Trust management accounts; Trust services, namely, investment and trust company services

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Jan 31, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Jan 31, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Jan 31, 2025 REAP
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Feb 8, 2024 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Feb 8, 2024 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Feb 7, 2024 APRE
TEAS SECTION 8 RECEIVED
Dec 6, 2023 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 12, 2022 REM1
TEAS CHANGE OF CORRESPONDENCE RECEIVED
May 3, 2019 TCCA
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Dec 17, 2018 TCCA
REGISTERED-SUPPLEMENTAL REGISTER
Dec 12, 2017 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Nov 8, 2017 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Nov 1, 2017 CNTA
TEAS/EMAIL CORRESPONDENCE ENTERED
Oct 28, 2017 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Oct 28, 2017 CRFA
ASSIGNED TO LIE
Oct 25, 2017 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Oct 13, 2017 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Sep 5, 2017 GNRN
NON-FINAL ACTION E-MAILED
Sep 5, 2017 GNRT
NON-FINAL ACTION WRITTEN
Sep 5, 2017 CNRT
ASSIGNED TO EXAMINER
Sep 4, 2017 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Jun 12, 2017 NWOS
NEW APPLICATION ENTERED
Jun 8, 2017 NWAP