TrademarkDir
THE PORTFOLIO ENGINEER
LIVE

Serial Number

76400877

Owner

FIDUCIENT ADVISORS LLC

Attorney

Edward C. Meagher

Filing Date

Apr 26, 2002

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THE PORTFOLIO ENGINEER Trademark

Serial Number: 76400877 • Registration: 2937052

THE PORTFOLIO ENGINEER is a trademark filed by FIDUCIENT ADVISORS LLC on April 26, 2002. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

FIDUCIENT ADVISORS LLC (10 trademarks)

500 W. MADISON STREET, 32ND FLOOR
CHICAGO, IL 60661

Entity Type: 16

DiMeo Schneider & Associates, L.L.C. (9 trademarks)

Chicago, IL 60661

Entity Type: 16

Trademark Details

Filing Date

April 26, 2002

Registration Date

March 29, 2005

Goods & Services

Financial services, namely, investment advisory services for others

Filing History

TEAS CHANGE OF CORRESPONDENCE RECEIVED
Apr 10, 2026 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Apr 10, 2026 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Apr 10, 2026 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Apr 10, 2026 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Apr 10, 2026 COAR
AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
Sep 10, 2025 ASGN
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Aug 2, 2024 NA89
REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
Aug 2, 2024 RNL2
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Aug 2, 2024 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Aug 2, 2024 APRE
TEAS SECTION 8 & 9 RECEIVED
May 13, 2024 E89R
COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Mar 29, 2024 REM2
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Nov 16, 2020 CHAN
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 16, 2020 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Nov 16, 2020 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Nov 16, 2020 REAP
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Nov 16, 2020 COAR
NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Apr 15, 2014 NA89
REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Apr 15, 2014 RNL1
REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Apr 15, 2014 89AG
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 15, 2014 APRE
REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED
Mar 31, 2014 89AF
TEAS SECTION 8 & 9 RECEIVED
Mar 31, 2014 E89R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Mar 31, 2014 TCCA
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Jan 24, 2014 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Jan 24, 2014 COAR
REGISTERED - SEC. 8 (6-YR) ACCEPTED
May 13, 2010 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
May 11, 2010 APRE
TEAS SECTION 8 RECEIVED
May 7, 2010 ES8R
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Nov 7, 2008 TCCA
REGISTERED-SUPPLEMENTAL REGISTER
Mar 29, 2005 R.SR
ASSIGNED TO LIE
Sep 22, 2004 ALIE
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 21, 2004 PREV
ASSIGNED TO LIE
Sep 20, 2004 ALIE
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Aug 24, 2004 CNTA
CASE FILE IN TICRS
Oct 21, 2003 CFIT
LETTER OF SUSPENSION MAILED
Oct 28, 2002 CNSL
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 25, 2002 CRFA
NON-FINAL ACTION MAILED
Sep 11, 2002 CNRT
ASSIGNED TO EXAMINER
Aug 29, 2002 DOCK

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