USPTO serial 87756682
RISK-DEFINED PORTFOLIO
Reviewed by CopyMark Law Group
- Filing date
- Status date
- Registration date
- Jun 19, 2018
- Examiner
- CHUO, EMILY M
- Law office
- Historical data usage
What this means
Status 701 means the registration is active and the first Section 8 declaration of continued use was accepted. The next major deadline is the combined Section 8 and Section 9 filing at the 10-year anniversary. Calendar the 10-year Section 8 and 9 combined renewal.
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Owner
Goods and services
| Class | Description | Status | First use |
|---|---|---|---|
| 036 | Financial advisory and consultancy services; Financial analysis and research services; Financial portfolio analysis services; Financial research; Financial risk assessment services | ACTIVE | Nov 1, 2017 |
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 AIPERION LLC
- Other trademarks owned by Core Capital Management, LLC
- Other trademarks owned by Core Capital Management, LLC
- Other trademarks in Class 036
- Similar marks named RISK-DEFINED PORTFOLIO
- Recently changed USPTO trademarks
- Recently filed trademarks
- Browse all trademark records
Prosecution history
| Date | Code | Event | What it means |
|---|---|---|---|
| Feb 23, 2025 | NAS8 | NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED | — |
| Feb 23, 2025 | 8.OK | REGISTERED - SEC. 8 (6-YR) ACCEPTED | The USPTO accepted your Section 8 declaration showing the mark is still in use in commerce (or excusable nonuse). This satisfies the six-year maintenance requirement and keeps the registration active until the next renewal deadline. |
| Feb 23, 2025 | APRE | CASE ASSIGNED TO POST REGISTRATION PARALEGAL | — |
| Jun 11, 2024 | ES8R | TEAS SECTION 8 RECEIVED | — |
| Jun 19, 2023 | REM1 | COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED | — |
| Jun 26, 2019 | ASGN | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP | — |
| Jun 19, 2018 | 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. |
| May 16, 2018 | PREV | LAW OFFICE PUBLICATION REVIEW COMPLETED | — |
| May 9, 2018 | ALIE | ASSIGNED TO LIE | — |
| Apr 27, 2018 | CNTA | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER | — |
| Apr 27, 2018 | XAEC | EXAMINER'S AMENDMENT ENTERED | — |
| Apr 27, 2018 | GNEN | NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED | — |
| Apr 27, 2018 | GNEA | EXAMINERS AMENDMENT E-MAILED | — |
| Apr 27, 2018 | CNEA | EXAMINERS AMENDMENT -WRITTEN | — |
| Apr 26, 2018 | DOCK | ASSIGNED TO EXAMINER | — |
| Jan 28, 2018 | NWOS | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED | — |
| Jan 19, 2018 | NWAP | NEW APPLICATION ENTERED | — |