THE PORTFOLIO ENGINEER
Live / Registered — Registered and renewed (as of 02 Aug 2024)
What this means for you
Registered since 29 Mar 2005. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 29 Mar 2035: the §8 & §9 renewal).
Record
- Serial number
- 76400877
- Registration number
- 2937052
- Mark type
- Word mark
- Filed
- 26 Apr 2002
- Registered
- 29 Mar 2005
- Current term from
- 29 Mar 2025
- Next maintenance filing
- §8 & §9 renewal, due by 29 Mar 2035 (grace period to 29 Sept 2035)
- Attorney of record
- Edward C. Meagher
Goods and services
- Class 036 — Insurance and financial services: Financial services, namely, investment advisory services for others
Owner
- FIDUCIENT ADVISORS LLC, CHICAGO, IL, US
- DiMeo Schneider & Associates, L.L.C., Chicago, IL, US
- DiMeo Schneider & Associates, L.L.C., Chicago, IL, US
Prosecution history
- 10 Apr 2026 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 Apr 2026 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 Apr 2026 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 10 Apr 2026 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 10 Apr 2026 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 10 Sept 2025 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 02 Aug 2024 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 02 Aug 2024 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 02 Aug 2024 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 02 Aug 2024 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 13 May 2024 — TEAS SECTION 8 & 9 RECEIVED
- 29 Mar 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 16 Nov 2020 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 16 Nov 2020 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 16 Nov 2020 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED