TrademarkDir
THE PORTFOLIO STRATEGY GROUP
LIVE

Serial Number

86780338

Owner

The Portfolio Strategy Group, LLC

Attorney

Briana R. Falcon

First Use Date

Sep 28, 1990

Filing Date

Oct 7, 2015

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THE PORTFOLIO STRATEGY GROUP Trademark

Serial Number: 86780338 • Registration: 5070319

THE PORTFOLIO STRATEGY GROUP is a trademark filed by The Portfolio Strategy Group, LLC on October 7, 2015. The trademark is classified under Class 36 (Insurance & Financial). The application is currently registered and active.

Owner Contact Info

The Portfolio Strategy Group, LLC (2 trademarks)

50 Main Street, Suite 1280
White Plains, NY 10606

Entity Type: 16

Trademark Details

Filing Date

October 7, 2015

Registration Date

October 25, 2016

First Use Anywhere

September 28, 1990

First Use in Commerce

September 28, 1990

Goods & Services

Financial services, namely, investment advisory services and wealth management

Filing History

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Oct 26, 2025 REM2
TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS
Oct 2, 2025 EWAF
TEAS CHANGE OF CORRESPONDENCE RECEIVED
Oct 2, 2025 TCCA
ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Oct 2, 2025 ARAA
TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Oct 2, 2025 REAP
APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
Oct 2, 2025 CHAN
TEAS CHANGE OF OWNER ADDRESS RECEIVED
Oct 2, 2025 COAR
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Oct 2, 2024 ASCK
NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Apr 24, 2022 NAS8
REGISTERED - SEC. 8 (6-YR) ACCEPTED
Apr 23, 2022 8.OK
CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Apr 23, 2022 APRE
TEAS SECTION 8 RECEIVED
Nov 2, 2021 ES8R
COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Oct 25, 2021 REM1
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Aug 8, 2018 ASCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jul 19, 2017 ASCK
REGISTERED-SUPPLEMENTAL REGISTER
Oct 25, 2016 R.SR
LAW OFFICE PUBLICATION REVIEW COMPLETED
Sep 20, 2016 PREV
APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sep 13, 2016 CNTA
EXAMINER'S AMENDMENT ENTERED
Sep 13, 2016 XAEC
NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
Sep 13, 2016 GNEN
EXAMINERS AMENDMENT E-MAILED
Sep 13, 2016 GNEA
EXAMINERS AMENDMENT -WRITTEN
Sep 13, 2016 CNEA
TEAS/EMAIL CORRESPONDENCE ENTERED
Sep 2, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 2, 2016 CRFA
ASSIGNED TO LIE
Sep 2, 2016 ALIE
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Aug 26, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Aug 18, 2016 GNRN
NON-FINAL ACTION E-MAILED
Aug 18, 2016 GNRT
NON-FINAL ACTION WRITTEN
Aug 18, 2016 CNRT
TEAS/EMAIL CORRESPONDENCE ENTERED
Jul 29, 2016 TEME
CORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 28, 2016 CRFA
TEAS RESPONSE TO OFFICE ACTION RECEIVED
Jul 28, 2016 TROA
NOTIFICATION OF NON-FINAL ACTION E-MAILED
Feb 2, 2016 GNRN
NON-FINAL ACTION E-MAILED
Feb 2, 2016 GNRT
NON-FINAL ACTION WRITTEN
Feb 2, 2016 CNRT
ASSIGNED TO EXAMINER
Jan 28, 2016 DOCK
ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Jan 13, 2016 ASCK
NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Oct 13, 2015 NWOS
NEW APPLICATION ENTERED
Oct 10, 2015 NWAP

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