USPTO serial 76523206
PORTFOLIO TODAY
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 13, 2006
- Examiner
- MANDIR, FREDERICK
- 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.
Need help with PORTFOLIO TODAY?
If you own this trademark, we can monitor new filings and help with USPTO deadlines. If you do not, we can file a new U.S. application.
Current trademark owner
Get help with this Renewal, set up monitoring, or talk with CopyMark.
Get Attorney Assistance for just $299*
Plus Government fees of $850
Not the owner?
File a new U.S. trademark application, or speak with our attorneys.
Owner
COMMONWEALTH EQUITY SERVICES, INC.
Waltham, MA
Other trademarks owned by COMMONWEALTH EQUITY SERVICES, INC.
COMMONWEALTH EQUITY SERVICES, INC.
Waltham, MA
Other trademarks owned by COMMONWEALTH EQUITY SERVICES, INC.
COMMONWEALTH EQUITY SERVICES, INC.
Waltham, MA
Other trademarks owned by COMMONWEALTH EQUITY SERVICES, INC.
WESTON, MA
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | PROVIDING SECURITIES AND FINANCIAL ACCOUNT INFORMATION ON A LIMITED AND SECURE BASIS TO AUTHORIZED SECURITIES BROKERS AND ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS; PROVIDING INDEXED AND CLASSIFIED FINANCIAL MARKET INFORMATION, SECURITIES QUOTES, FINANCIAL NEWS STORIES AND PROFESSIONAL FINANCIAL REFERENCE MATERIALS ON A LIMITED BASIS TO SECURITIES BROKERS, ACCOUNT REPRESENTATIVES, AND OTHER AUTHORIZED PERSONS | ACTIVE | Feb 28, 2003 |
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 COMMONWEALTH EQUITY SERVICES, INC.
- Other trademarks owned by COMMONWEALTH EQUITY SERVICES, INC.
- Other trademarks owned by COMMONWEALTH EQUITY SERVICES, INC.
- Other trademarks owned by ADVISOR360, LLC
- Other trademarks in Class 036
- Similar marks named PORTFOLIO TODAY
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 17, 2026 | EWAF | TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS | — |
| Feb 17, 2026 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Feb 17, 2026 | 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. |
| Feb 17, 2026 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Sep 25, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Sep 2, 2016 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - MAILED | — |
| Sep 2, 2016 | 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. |
| Sep 2, 2016 | 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. |
| Sep 2, 2016 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 13, 2016 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jun 19, 2012 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - MAILED | — |
| Jun 19, 2012 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jun 19, 2012 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 13, 2012 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jun 13, 2012 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Jun 13, 2006 | 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. |
| May 3, 2006 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| Apr 28, 2006 | ALIE | ASSIGNED TO LIE | — |
| Apr 21, 2006 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| Apr 20, 2006 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 4, 2006 | IUAF | USE AMENDMENT FILED | — |
| Apr 4, 2006 | EISU | TEAS STATEMENT OF USE RECEIVED | The applicant filed a Statement of Use with specimens showing the mark in actual commerce. The USPTO will review the filing for compliance. If accepted, the mark can proceed to registration; if deficient, the USPTO may issue a requirement or office action. |
| Oct 4, 2005 | 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. |
| Jul 12, 2005 | 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. |
| Jun 22, 2005 | NPUB | NOTICE OF PUBLICATION | — |
| Apr 1, 2005 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Mar 25, 2005 | ALIE | ASSIGNED TO LIE | — |
| Mar 22, 2005 | CNEA | EXAMINERS AMENDMENT MAILED | — |
| Mar 22, 2005 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| Mar 22, 2005 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Jan 25, 2005 | CNFR | FINAL REFUSAL MAILED | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 24, 2005 | CNFR | FINAL REFUSAL WRITTEN | A final Office Action (final refusal) means the examining attorney is maintaining at least one refusal and your options are narrower. You can file a response addressing the refusal, appeal to the Trademark Trial and Appeal Board, or let the application abandon. |
| Jan 24, 2005 | PETG | PETITION TO REVIVE-GRANTED | — |
| Sep 1, 2004 | PETR | PETITION TO REVIVE-RECEIVED | — |
| Sep 1, 2004 | PAPER RECEIVED | — | |
| Jul 26, 2004 | FAXX | FAX SENT | — |
| Jul 26, 2004 | ABN2 | ABANDONMENT - FAILURE TO RESPOND OR LATE RESPONSE | The trademark application was abandoned because a required response or document was not filed by the deadline — usually a missed Office Action response. The application is dead unless a petition to revive is granted within a limited time. |
| Jan 8, 2004 | CNRT | NON-FINAL ACTION MAILED | A non-final Office Action means the USPTO examining attorney has raised at least one issue with your trademark application but has not made a final decision. You usually have three months to respond with arguments, amendments, or evidence. Missing the deadline can abandon the application. |
| Dec 24, 2003 | DOCK | ASSIGNED TO EXAMINER | — |