USPTO serial 87656385
DISCIPLINED WEALTH PORTFOLIOS
Reviewed by CopyMark Law Group
Reg. 5718161Status 710
- Filing date
- Status date
- Registration date
- Apr 2, 2019
- Examiner
- LAVACHE, LINDA M
- Law office
- PUBLICATION AND ISSUE SECTION
What this means
Status 710 means the registration was cancelled because a required Section 8 declaration of continued use was not filed within the deadline (including any grace period). The federal registration is no longer active. Evaluate filing a new application if you still use the mark, or petition if cancellation was erroneous. Consult counsel on remaining common-law rights.
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Owner
Attorney of record
The USPTO lists this attorney as the applicant's representative for correspondence on this application.
Camille M. Miller
Camille M. Miller Cozen O'Connor1650 Market Street, Suite 2800One Liberty PlacePhiladelphia, PA 19103Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | FINANCIAL INVESTMENT SERVICES IN THE FIELD OF TURNKEY ASSET MANAGEMENT; FINANCIAL INVESTMENT SERVICES, NAMELY, FINANCIAL INVESTMENT BROKERAGE, FINANCIAL INVESTMENT ANALYSIS, INVESTMENT MANAGEMENT; FINANCIAL AND ADMINISTRATIVE SERVICES, NAMELY, FINANCIAL CONSULTATION, FINANCIAL ANALYSIS, FINANCIAL TRUST ADMINISTRATION; FINANCIAL SERVICES, NAMELY, ADMINISTRATION OF TRANSACTIONS INVOLVING FUNDS DRAWN FROM SECURITIES, STOCKS, FUNDS, EQUITIES, BONDS, CASH, OR OTHER TYPES OF FINANCIAL INVESTMENTS IN RETIREMENT PLANS | SECTION 8 - CANCELLED | Jan 1, 2018 |
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 |
|---|---|---|---|
| Dec 23, 2025 | ASCK | ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY | — |
| Oct 17, 2025 | C8.. | CANCELLED SEC. 8 (6-YR) | — |
| Apr 10, 2024 | TCCA | TEAS CHANGE OF CORRESPONDENCE RECEIVED | — |
| Apr 10, 2024 | 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 10, 2024 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 10, 2024 | CHAN | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED | — |
| Apr 10, 2024 | COAR | TEAS CHANGE OF OWNER ADDRESS RECEIVED | — |
| Apr 2, 2024 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Aug 28, 2019 | 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. |
| Aug 28, 2019 | REAP | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED | — |
| Apr 2, 2019 | R.SR | REGISTERED-SUPPLEMENTAL REGISTER | Your mark is registered on the Supplemental Register, which is available for marks that are not yet distinctive enough for the Principal Register but can still identify a source. Protection is more limited than Principal Register registration but can later support a Principal Register application. |
| Feb 22, 2019 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| Feb 15, 2019 | ALIE | ASSIGNED TO LIE | — |
| Feb 2, 2019 | AAUA | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED | — |
| Feb 1, 2019 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Feb 1, 2019 | IUAA | USE AMENDMENT ACCEPTED | — |
| Jan 29, 2019 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jan 29, 2019 | AUPC | AMENDMENT TO USE PROCESSING COMPLETE | — |
| Jan 29, 2019 | IUAF | USE AMENDMENT FILED | — |
| Jan 28, 2019 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jan 28, 2019 | ERFR | TEAS REQUEST FOR RECONSIDERATION RECEIVED | — |
| Jan 28, 2019 | EAAU | TEAS AMENDMENT OF USE RECEIVED | — |
| Jul 28, 2018 | GNFN | NOTIFICATION OF FINAL REFUSAL EMAILED | — |
| Jul 28, 2018 | GNFR | FINAL REFUSAL E-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. |
| Jul 28, 2018 | 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 7, 2018 | TEME | TEAS/EMAIL CORRESPONDENCE ENTERED | — |
| Jul 6, 2018 | CRFA | CORRESPONDENCE RECEIVED IN LAW OFFICE | — |
| Jul 6, 2018 | 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 6, 2018 | 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. |
| Jan 6, 2018 | 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. |
| Jan 6, 2018 | 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 4, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Nov 1, 2017 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |