Drawing for PORTFOLIO REPORT CARD

USPTO serial 88820971

PORTFOLIO REPORT CARD

Reviewed by CopyMark Law Group

Reg. 6202520Status 701Renewal
Filing date
Status date
Registration date
Nov 17, 2020
Examiner
LEE, YATSYE ISADORA
Law office
Historical data usage

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.

Status 701: 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.

Need help with PORTFOLIO REPORT CARD?

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 $548*

Plus Government fees of $650

Not the owner?
File a new U.S. trademark application, or speak with our attorneys.

Owner

Attorney of record

The USPTO lists this attorney as the applicant's representative for correspondence on this application.

Anton Leonov

Anton Leonov TRADEMARK GARDEN, PLLC3104 E CAMELBACK RD #2373PHOENIX, AZ 85016United States

Goods and services

ClassDescriptionStatusFirst use
035Preparation of financial investment portfolio reports on behalf of third partiesACTIVEJun 19, 2010
036Financial consultation; Investment consultationACTIVEJun 19, 2010

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

DateCodeEventWhat it means
May 2, 2026NAS8NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
May 2, 20268.OKREGISTERED - SEC. 8 (6-YR) ACCEPTEDThe 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.
May 2, 2026APRECASE ASSIGNED TO POST REGISTRATION PARALEGAL
Dec 19, 2025ES8RTEAS SECTION 8 RECEIVED
Nov 17, 2025REM1COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Nov 17, 2020R.SRREGISTERED-SUPPLEMENTAL REGISTERYour 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.
Oct 13, 2020PREVLAW OFFICE PUBLICATION REVIEW COMPLETED
Oct 5, 2020CNTAAPPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Sep 2, 2020TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Sep 2, 2020CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Sep 2, 2020TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Sep 2, 2020GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
Sep 2, 2020GNRTNON-FINAL ACTION E-MAILEDA 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.
Sep 2, 2020CNRTNON-FINAL ACTION WRITTENA 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.
Sep 2, 2020ZZZXPREVIOUS ALLOWANCE COUNT WITHDRAWN
Sep 1, 2020PBCRWITHDRAWN FROM PUB - OG REVIEW QUERY
Aug 17, 2020PREVLAW OFFICE PUBLICATION REVIEW COMPLETED
Aug 10, 2020CNTAAPPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Jul 20, 2020TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Jul 20, 2020CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Jul 17, 2020TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
Jul 17, 2020GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
Jul 17, 2020GNRTNON-FINAL ACTION E-MAILEDA 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.
Jul 17, 2020CNRTNON-FINAL ACTION WRITTENA 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.
Jun 12, 2020TEMETEAS/EMAIL CORRESPONDENCE ENTERED
Jun 12, 2020CRFACORRESPONDENCE RECEIVED IN LAW OFFICE
Jun 12, 2020ALIEASSIGNED TO LIE
Jun 4, 2020TROATEAS RESPONSE TO OFFICE ACTION RECEIVEDThis 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.
May 27, 2020GNRNNOTIFICATION OF NON-FINAL ACTION E-MAILEDA 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.
May 27, 2020GNRTNON-FINAL ACTION E-MAILEDA 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.
May 27, 2020CNRTNON-FINAL ACTION WRITTENA 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.
May 22, 2020DOCKASSIGNED TO EXAMINER
Mar 11, 2020NWOSNEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Mar 7, 2020NWAPNEW APPLICATION ENTERED

Frequently asked questions

Related guidance