PORTFOLIO STABILIZATION PROCESS

Live / Registered — Registered and renewed (as of 13 Jun 2023)

What this means for you

Registered since 20 Nov 2012. 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 20 Nov 2032: the §8 & §9 renewal).

Record

Serial number
85238951
Registration number
4247582
Mark type
Word mark
Filed
10 Feb 2011
Registered
20 Nov 2012
Current term from
20 Nov 2022
Next maintenance filing
§8 & §9 renewal, due by 20 Nov 2032 (grace period to 20 May 2033)
Attorney of record
Kenneth D. Suzan

Goods and services

  • Class 036 — Insurance and financial services: Feature of underwriting [, issuance ] and administration of annuities insurance services, namely, an automatic transfer of money between accounts to reallocate customer investments in order to guard against market volatility

Owner

Prosecution history

  • 08 Aug 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Aug 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Aug 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 08 Aug 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 08 Aug 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 13 Jun 2023 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 13 Jun 2023 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 13 Jun 2023 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 13 Jun 2023 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 16 Nov 2022 — TEAS SECTION 8 & 9 RECEIVED
  • 20 Nov 2021 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 14 Feb 2019 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 14 Feb 2019 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 14 Nov 2018 — NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
  • 14 Nov 2018 — REGISTERED - SEC. 8 (6-YR) ACCEPTED

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