TrademarkDir
PURPOSE. PLANNING. PORTFOLIO.
LIVE

Serial Number

88431037

Owner

Ridgegate Financial, LLC

Attorney

Angela V. Langlotz

First Use Date

May 7, 2015

Filing Date

May 15, 2019

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PURPOSE. PLANNING. PORTFOLIO. Trademark

Serial Number: 88431037 • Registration: 5936369

PURPOSE. PLANNING. PORTFOLIO. is a trademark filed by Ridgegate Financial, LLC on May 15, 2019. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

Ridgegate Financial, LLC (2 trademarks)

8310 South Valley Highway, STE 480
Englewood, CO 80112

Entity Type: 16

Trademark Details

Filing Date

May 15, 2019

Registration Date

December 17, 2019

First Use Anywhere

May 7, 2015

First Use in Commerce

May 7, 2015

Published for Opposition

October 1, 2019

Goods & Services

Financial planning, namely, financial planning and investment advisory services, estate planning, retirement planning, investment management, income planning, disability income planning, charitable contributions, employee benefits, social security, long term care and life insurance

Filing History

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
Jan 9, 2026 NA85
REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
Jan 9, 2026 C15A
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Jan 9, 2026 APRE
TEAS SECTION 8 & 15 RECEIVED
Oct 3, 2025 E815
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Dec 17, 2024 REM1
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Feb 5, 2021 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Feb 5, 2021 TCCA
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Feb 5, 2021 COAR
REGISTERED-PRINCIPAL REGISTER
Dec 17, 2019 R.PR
OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
Oct 1, 2019 NPUB
PUBLISHED FOR OPPOSITION
Oct 1, 2019 PUBO
NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
Sep 11, 2019 NONP
ASSIGNED TO LIE
Aug 29, 2019 ALIE
APPROVED FOR PUB - PRINCIPAL REGISTER
Aug 13, 2019 CNSA
EXAMINER'S AMENDMENT ENTERED
Aug 11, 2019 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Aug 11, 2019 GNEN
EXAMINERS AMENDMENT E-MAILED
Aug 11, 2019 GNEA
EXAMINERS AMENDMENT -WRITTEN
Aug 11, 2019 CNEA
ASSIGNED TO EXAMINER
Aug 1, 2019 DOCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
May 31, 2019 NWOS
NEW APPLICATION ENTERED
May 18, 2019 NWAP

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