USPTO serial 77253958
PERFECTING THE PORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jul 21, 2009
- Examiner
- PARADEWELAI, BENJI YUEN
- Law office
- GENERIC WEB UPDATE
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.
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Current trademark owner
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Owner
Envestnet Asset Management, Inc.
Chicago, IL
Envestnet Asset Management, Inc.
Chicago, IL
CHICAGO, IL
Envestnet Asset Management, Inc.
Chicago, IL
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Melissa S. Dillenbeck
Melissa S. Dillenbeck DRINKER BIDDLE & REATH LLP191 North Wacker DriveSuite 3700CHICAGO, IL 60606Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | investment management and investing consulting services | ACTIVE | — |
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 Envestnet Asset Management, Inc.
- Other trademarks owned by Envestnet Asset Management, Inc.
- Other trademarks owned by ENVESTNET, INC.
- Other trademarks owned by Envestnet Asset Management, Inc.
- Other trademarks in Class 036
- Similar marks named PERFECTING THE PORTFOLIO
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Dec 4, 2024 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| May 25, 2019 | NA89 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED | — |
| May 25, 2019 | 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. |
| May 25, 2019 | 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. |
| May 25, 2019 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Apr 23, 2019 | E89R | TEAS SECTION 8 & 9 RECEIVED | — |
| Jul 21, 2018 | REM2 | COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED | — |
| May 3, 2017 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jul 6, 2015 | NA85 | NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED | — |
| Jul 6, 2015 | C15A | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. | — |
| Jul 6, 2015 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 12, 2015 | E815 | TEAS SECTION 8 & 15 RECEIVED | — |
| Jul 21, 2009 | 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. |
| Jun 22, 2009 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Jun 22, 2009 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Jun 12, 2009 | REGV | LAW OFFICE REGISTRATION REVIEW COMPLETED | — |
| May 27, 2009 | CNPR | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED | — |
| May 22, 2009 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 22, 2009 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 22, 2009 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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 2, 2009 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Apr 2, 2009 | GNRT | NON-FINAL ACTION E-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. |
| Apr 2, 2009 | CNRT | SU - NON-FINAL ACTION - WRITTEN | 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. |
| Apr 1, 2009 | SUPC | STATEMENT OF USE PROCESSING COMPLETE | — |
| Apr 1, 2009 | AITU | CASE ASSIGNED TO INTENT TO USE PARALEGAL | — |
| Mar 11, 2009 | IUAF | USE AMENDMENT FILED | — |
| Mar 11, 2009 | 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. |
| Sep 30, 2008 | 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 8, 2008 | 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 18, 2008 | NPUB | NOTICE OF PUBLICATION | — |
| May 30, 2008 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 29, 2008 | ALIE | ASSIGNED TO LIE | — |
| May 29, 2008 | CNSA | APPROVED FOR PUB - PRINCIPAL REGISTER | — |
| May 27, 2008 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| May 27, 2008 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| May 27, 2008 | TROA | TEAS RESPONSE TO OFFICE ACTION RECEIVED | 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. |
| Nov 27, 2007 | GNRN | NOTIFICATION OF NON-FINAL ACTION E-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. |
| Nov 27, 2007 | GNRT | NON-FINAL ACTION E-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. |
| Nov 27, 2007 | CNRT | NON-FINAL ACTION WRITTEN | 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. |
| Nov 19, 2007 | DOCK | ASSIGNED TO EXAMINER | — |
| Aug 16, 2007 | NWAP | NEW APPLICATION ENTERED | — |