USPTO serial 74662100
PORTFOLIO CONNECTION
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Dec 17, 1996
- Examiner
- COHEN, JEFFREY R.
- Law office
- GENERIC WEB UPDATE
What this means
This registration is in, or will soon enter, a USPTO maintenance window. Missing a Section 8 or Section 9 filing can cancel the registration.
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Owner
U.S. BANK NATIONAL ASSOCIATION
MINNEAPOLIS, MN
MUFG UNION BANK, NATIONAL ASSOCIATION
SAN FRANCISCO, CA
Other trademarks owned by MUFG UNION BANK, NATIONAL ASSOCIATION
San Francisco, CA
UNION BANK OF CALIFORNIA, N.A.
San Francisco, CA
San Francisco, CA
UNION BANK, NATIONAL ASSOCIATION
SAN FRANCISCO, CA
San Francisco, CA
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Michael A. Cohen
Michael A. Cohen Schwabe, Williamson & Wyatt, P.C.1211 SW Fifth AvenueSuite 1500Portland, OR 97204Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | investment brokerage and providing brokerage account status and price quotes by phone | ACTIVE | Sep 5, 1995 |
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.
- Other trademarks owned by U.S. BANK NATIONAL ASSOCIATION
- Other trademarks owned by MUFG UNION BANK, NATIONAL ASSOCIATION
- Other trademarks owned by Union Bank
- Other trademarks owned by UNION BANK OF CALIFORNIA, N.A.
- Other trademarks owned by Union Bank
- Other trademarks owned by UNION BANK, NATIONAL ASSOCIATION
- Other trademarks owned by Union Bank
- Other trademarks in Class 036
- Similar marks named PORTFOLIO CONNECTION
- Recently changed USPTO trademarks
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Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 17, 2025 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Jul 19, 2023 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Feb 7, 2017 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| Feb 7, 2017 | RNL2 | REGISTERED 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. |
| Feb 7, 2017 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The 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. |
| Feb 7, 2017 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Dec 5, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Apr 4, 2016 | ARAA | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED | This 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 4, 2016 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Dec 17, 2015 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| Nov 12, 2014 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jan 14, 2009 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Apr 2, 2008 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 2, 2008 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Feb 21, 2007 | RNL1 | REGISTERED 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. |
| Feb 21, 2007 | 89AG | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED | The 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. |
| Feb 15, 2007 | PLGL | ASSIGNED TO PARALEGAL | — |
| Dec 13, 2006 | 89AF | REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED | — |
| Dec 13, 2006 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Oct 10, 2006 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Sep 15, 2006 | CFIT | CASE FILE IN TICRS | — |
| Apr 1, 2005 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Aug 4, 2003 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| May 10, 2002 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Mar 6, 2002 | 815F | REGISTERED - SEC. 8 (6-YR) & SEC. 15 FILED | — |
| Mar 6, 2002 | PAPER RECEIVED | — | |
| Dec 17, 1996 | R.PR | REGISTERED-PRINCIPAL REGISTER | Your 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. |
| Sep 3, 1996 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Aug 22, 1996 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| May 28, 1996 | IUAF | USE AMENDMENT FILED | — |
| Apr 2, 1996 | NOAM | NOA MAILED - SOU REQUIRED FROM APPLICANT | A 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. |
| Jan 9, 1996 | PUBO | PUBLISHED FOR OPPOSITION | Your 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. |
| Dec 8, 1995 | NPUB | NOTICE OF PUBLICATION | — |
| Sep 29, 1995 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Sep 19, 1995 | CNEA | EXAMINER'S AMENDMENT MAILED | — |
| Sep 7, 1995 | DOCK | ASSIGNED TO EXAMINER | — |