USPTO serial 86082136
PORTFOLIO EFFICIENCY ANALYSIS
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- —
- Examiner
- CROMER, ZACHARY
- Law office
- TMEG LAW OFFICE 104 - EXAMINING ATTORNEY ASSIGNED
What this means
These status codes mean the trademark application is abandoned and no longer pending. Common reasons include missing an Office Action response (600), filing without a valid basis (602), express abandonment by the applicant (604), or failure to respond to an examiner's inquiry (618). Revival may be possible in limited circumstances. If abandonment was unintentional, consult counsel about a petition to revive. Otherwise file a new application if protection is still needed.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Philip J. Foret
PHILIP J. FORET DILWORTH PAXSON LLP1500 MARKET ST STE 3500EPHILADELPHIA, PA 19102-2101UNITED STATESGoods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 035 | Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that analyzes an investor's current portfolio of securities and compares it to a financial advisor's proposed line-up of securities, including asset diversification, internal costs and historical performance for business or commercial purposes | ACTIVE | — |
| 036 | Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis 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.
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Oct 27, 2015 | MAB2 | ABANDONMENT NOTICE MAILED - FAILURE TO RESPOND | 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. |
| Oct 26, 2015 | 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. |
| Mar 20, 2015 | 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. |
| Mar 20, 2015 | 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. |
| Feb 17, 2015 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Feb 17, 2015 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Feb 17, 2015 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Aug 14, 2014 | 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. |
| Aug 13, 2014 | 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. |
| Jul 24, 2014 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 24, 2014 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 24, 2014 | 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. |
| Jan 24, 2014 | 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. |
| Jan 23, 2014 | 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. |
| Jan 16, 2014 | DOCK | ASSIGNED TO EXAMINER | — |
| Oct 10, 2013 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Oct 7, 2013 | NWAP | NEW APPLICATION ENTERED | — |