PORTFOLIO STRATEGIST

Mark For: PORTFOLIO STRATEGIST™ trademark registration is intended to cover the categories of mutual fund investment advisory services provided through a financial WRAP program, namely, matching an investor to one of a number of predefined specific investment models, executing financial transactions in order to form a portfolio of financial assets based on the model specified for the investor, maintaining custody and control of various assets in the portfolio to ratios defined in the specified model, monitoring of investments in the portfolio, and conducting periodic meetings with the investor to review performance of the portfolio relative to needs of the investor. [all]

Status

2022-04-29 UTC
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DEAD APPLICATION Refused Dismissed or Invalidated

Research	OneLook Acronym Finder
Serial Number	75588357
Mark Literal Elements	PORTFOLIO STRATEGIST
Mark Drawing Type	1 - TYPESET WORD(S) /LETTER(S) /NUMBER(S)
Mark Type	SERVICE MARK
Standard Character Claim	No
Register	PRINCIPAL
Current Location	FILE REPOSITORY (FRANCONIA) 2000-12-08
Basis	1(a)
Class Status	ACTIVE
Primary US Classes	100: Miscellaneous 101: Advertising and Business 102: Insurance and Financial
Primary International Class	036 - Primary Class (Insurance and financial) Insurance; financial affairs; monetary affairs; real estate affairs.
Filed Use	Yes
Current Use	Yes
Intent To Use	No
Filed ITU	No
44D Filed	No
44E Current	No
66A Current	No
Current Basis	No
No Basis	No
Attorney Name	Peter L. Michaelson
Attorney Docket Number	CoreLink-2
Law Office Assigned	L10
Employee Name	SPILS, CAROL A

Timeline

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(ABANDONED)
IC 036. US 100 101 102. G & S: Mutual fund investment advisory services provided through a financial WRAP program, namely, matching an investor to one of a number of predefined specific investment models, executing financial transactions in order to form a portfolio of financial assets based on the model specified for the investor, maintaining custody and control of various assets in the portfolio to ratios defined in the specified model, monitoring of investments in the portfolio, and conducting periodic meetings with the investor to review performance of the portfolio relative to needs of the investor. FIRST USE: 19981021. FIRST USE IN COMMERCE: 19981021