Drawing for PORTFOLIO DIRECTOR

USPTO serial 74467696

PORTFOLIO DIRECTOR

Reviewed by CopyMark Law Group

Reg. 1912745Status 800Registered
Filing date
Status date
Registration date
Aug 15, 1995
Examiner
SMITH, LAURA E
Law office
PUBLICATION AND ISSUE SECTION

What this means

Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection. Calendar the next Section 8 and 9 deadline in 10 years and maintain monitoring.

Status 800: Status 800 means the registration was renewed after acceptable combined Section 8 and Section 9 filings. The mark remains registered for another 10-year term with active federal protection.

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Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Mark J. Liss

Mark J. Liss Leydig, Voit & Mayer, Ltd.Two Prudential Plaza, 180 N. Stetson AveSuite 4900Chicago, IL 60601

Goods and services

ClassDescriptionStatusFirst use
036underwriting of annuity plansACTIVEFeb 14, 1994

Related trademarks

CopyMark links this record to cited §2(d) serials, the owner's other marks, Nice classes, similar mark names, and recently changed USPTO applications.

Prosecution history

DateCodeEventWhat it means
Nov 13, 2025NA89NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED—
Nov 13, 2025RNL3REGISTERED AND RENEWED (THIRD RENEWAL - 10 YRS)The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active.
Nov 13, 202589AGREGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTEDThe USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary.
Nov 13, 2025APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL—
Jul 28, 2025E89RTEAS SECTION 8 & 9 RECEIVED—
Apr 22, 2025EWAFTEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS—
Apr 22, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Apr 22, 2025ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Apr 22, 2025REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Apr 22, 2025CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Apr 22, 2025COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Feb 25, 2025TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Feb 25, 2025ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Feb 25, 2025REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Feb 25, 2025CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Feb 25, 2025COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Aug 15, 2024REM2COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED—
Apr 3, 2023TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Apr 3, 2023ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Apr 3, 2023REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Feb 22, 2023ASGNAUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP—
Dec 27, 2022TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Dec 27, 2022ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Dec 27, 2022REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 24, 2021CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Jun 24, 2021TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Jun 24, 2021ARAAATTORNEY/DOM.REP.REVOKED AND/OR APPOINTEDThis event means the applicant filed a response to a USPTO Office Action — typically arguments, amendments, or evidence addressing the examiner's objections. The USPTO will review the response and either allow the mark to proceed or issue another action.
Jun 24, 2021REAPTEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED—
Jun 24, 2021COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Jan 29, 2015NA89NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED—
Jan 29, 2015RNL2REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active.
Jan 29, 201589AGREGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTEDThe USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary.
Jan 28, 2015E89RTEAS SECTION 8 & 9 RECEIVED—
Jan 28, 2015TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Nov 8, 2010CHANAPPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED—
Nov 8, 2010COARTEAS CHANGE OF OWNER ADDRESS RECEIVED—
Jun 27, 2007CFITCASE FILE IN TICRS—
Mar 31, 2006RNL1REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)The trademark registration was renewed for another 10-year term after acceptable maintenance filings. RNL1, RNL2, and RNL3 indicate which renewal cycle (first, second, or third 10-year term) was recorded. The registration remains active.
Mar 31, 200689AGREGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTEDThe USPTO accepted your combined Section 8 declaration and Section 9 renewal application. The registration is renewed for another 10-year term. The next combined maintenance filing will be due at the following 10-year anniversary.
Mar 30, 2006PLGLASSIGNED TO PARALEGAL—
Jul 13, 200589AFREGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED—
Jul 13, 2005E89RTEAS SECTION 8 & 9 RECEIVED—
Mar 8, 2002TCCATEAS CHANGE OF CORRESPONDENCE RECEIVED—
Aug 24, 2001C15AREGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.—
Jul 30, 2001815FREGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED—
Jun 10, 1997CANTCANCELLATION TERMINATED NO. 999999—
Jun 5, 1997CANDCANCELLATION DENIED NO. 999999—
Jan 28, 1996PETCCANCELLATION INSTITUTED NO. 999999—
Aug 15, 1995R.PRREGISTERED-PRINCIPAL REGISTERYour trademark is registered on the Principal Register — the strongest form of federal trademark protection. You may use the ® symbol for the covered goods and services. Maintenance filings (Section 8 and renewals) are required to keep the registration alive.
Feb 7, 1995CNPRALLOWED PRINCIPAL REGISTER - SOU ACCEPTED—
Jan 27, 1995SUPCSTATEMENT OF USE PROCESSING COMPLETE—
Dec 19, 1994IUAFUSE AMENDMENT FILED—
Nov 15, 1994NOAMNOA MAILED - SOU REQUIRED FROM APPLICANTA Notice of Allowance means your intent-to-use application cleared examination and opposition but is not registered yet. You must file a Statement of Use showing the mark in commerce, or request an extension, before the deadline — usually six months from the notice date.
Aug 23, 1994PUBOPUBLISHED FOR OPPOSITIONYour mark was published in the USPTO Official Gazette for a 30-day opposition window. During that period, third parties who believe they would be harmed can file an opposition. If no opposition is filed, prosecution usually continues toward registration or a Notice of Allowance.
Jul 22, 1994NPUBNOTICE OF PUBLICATION—
May 13, 1994CNSAAPPROVED FOR PUB - PRINCIPAL REGISTER—
May 10, 1994CNEAEXAMINER'S AMENDMENT MAILED—
May 5, 1994DOCKASSIGNED TO EXAMINER—

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