87516818 - ACTIVEPLUS PORTFOLIOS

Information

• Trademark
• 87516818

• Source

• Serial Number

  87516818

• Registration Number

  5791278

• International Classifications

  • 9 - Scientific, nautical, surveying, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments
  • 16 - Paper, cardboard and goods made from these materials, not included in other classes
  • 36 - Insurance

• Filing Date

  July 05, 2017
  7 years ago

• Registration Date

  July 02, 2019
  5 years ago

• Transaction Date

  October 19, 2024
  19 days ago

• Status Date

  July 02, 2019
  5 years ago

• Published for Opposition Date

  April 16, 2019
  5 years ago

• Location Date

  July 02, 2019
  5 years ago

• First Use Anywhere Date

  March 07, 2017
  7 years ago

• First Use In Commerce Date

  March 13, 2017
  7 years ago

• Status Code

  700

• Current Location

  PUBLICATION AND ISSUE SECTION

  Employee Name

  SEVERSON, JUSTIN

• Attorney Docket Number

  672.0002

  Attorney Name

  Lynn M. Jordan

  Law Office Assigned Location Code

  M20

• Owners

  • T. ROWE PRICE GROUP, INC

Case File Statements

• GS0091: Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs
• GS0161: Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs
• PM0001: ACTIVE PLUS PORTFOLIOS
• GS0361: Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving
• DS0000: "PORTFOLIOS"

Case File Event Statements

• 10/4/2017 - 7 years ago

  4 - NON-FINAL ACTION WRITTEN Type: CNRT

• 7/8/2017 - 7 years ago

  1 - NEW APPLICATION ENTERED Type: NWAP

• 7/12/2017 - 7 years ago

  2 - NEW APPLICATION OFFICE SUPPLIED DATA ENTERED Type: NWOS

• 9/28/2017 - 7 years ago

  3 - ASSIGNED TO EXAMINER Type: DOCK

• 10/4/2017 - 7 years ago

  5 - NON-FINAL ACTION E-MAILED Type: GNRT

• 10/4/2017 - 7 years ago

  6 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 11/17/2017 - 6 years ago

  7 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP

• 11/17/2017 - 6 years ago

  8 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA

• 4/4/2018 - 6 years ago

  9 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 4/4/2018 - 6 years ago

  10 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 4/5/2018 - 6 years ago

  11 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 5/3/2018 - 6 years ago

  12 - NON-FINAL ACTION WRITTEN Type: CNRT

• 5/3/2018 - 6 years ago

  13 - NON-FINAL ACTION E-MAILED Type: GNRT

• 5/3/2018 - 6 years ago

  14 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 11/5/2018 - 6 years ago

  15 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 11/5/2018 - 6 years ago

  16 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 11/6/2018 - 6 years ago

  17 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 12/13/2018 - 5 years ago

  18 - FINAL REFUSAL WRITTEN Type: CNFR

• 12/13/2018 - 5 years ago

  19 - FINAL REFUSAL E-MAILED Type: GNFR

• 12/13/2018 - 5 years ago

  20 - NOTIFICATION OF FINAL REFUSAL EMAILED Type: GNFN

• 12/26/2018 - 5 years ago

  21 - TEAS REQUEST FOR RECONSIDERATION RECEIVED Type: ERFR

• 12/26/2018 - 5 years ago

  22 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 12/27/2018 - 5 years ago

  23 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 12/28/2018 - 5 years ago

  24 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 1/22/2019 - 5 years ago

  25 - WITHDRAWN FROM PUB - OG REVIEW QUERY Type: PBCR

• 1/25/2019 - 5 years ago

  26 - PREVIOUS ALLOWANCE COUNT WITHDRAWN Type: ZZZX

• 2/4/2019 - 5 years ago

  27 - NON-FINAL ACTION WRITTEN Type: CNRT

• 2/4/2019 - 5 years ago

  28 - NON-FINAL ACTION E-MAILED Type: GNRT

• 2/4/2019 - 5 years ago

  29 - NOTIFICATION OF NON-FINAL ACTION E-MAILED Type: GNRN

• 2/13/2019 - 5 years ago

  30 - TEAS RESPONSE TO OFFICE ACTION RECEIVED Type: TROA

• 2/13/2019 - 5 years ago

  31 - CORRESPONDENCE RECEIVED IN LAW OFFICE Type: CRFA

• 2/14/2019 - 5 years ago

  32 - TEAS/EMAIL CORRESPONDENCE ENTERED Type: TEME

• 2/19/2019 - 5 years ago

  33 - APPROVED FOR PUB - PRINCIPAL REGISTER Type: CNSA

• 3/14/2019 - 5 years ago

  35 - LAW OFFICE PUBLICATION REVIEW COMPLETED Type: PREV

• 3/11/2019 - 5 years ago

  34 - ASSIGNED TO LIE Type: ALIE

• 3/27/2019 - 5 years ago

  36 - NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED Type: NONP

• 4/16/2019 - 5 years ago

  37 - PUBLISHED FOR OPPOSITION Type: PUBO

• 4/16/2019 - 5 years ago

  38 - OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED Type: NPUB

• 9/18/2019 - 5 years ago

  40 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP

• 7/2/2019 - 5 years ago

  39 - REGISTERED-PRINCIPAL REGISTER Type: R.PR

• 9/18/2019 - 5 years ago

  41 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA

• 4/25/2023 - a year ago

  43 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP

• 4/25/2023 - a year ago

  42 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR

• 4/25/2023 - a year ago

  46 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN

• 4/25/2023 - a year ago

  45 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA

• 4/25/2023 - a year ago

  44 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA

• 10/15/2024 - 23 days ago

  49 - APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED Type: CHAN

• 10/15/2024 - 23 days ago

  52 - TEAS CHANGE OF CORRESPONDENCE RECEIVED Type: TCCA

• 10/15/2024 - 23 days ago

  48 - TEAS CHANGE OF OWNER ADDRESS RECEIVED Type: COAR

• 10/15/2024 - 23 days ago

  50 - TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED Type: REAP

• 10/15/2024 - 23 days ago

  51 - ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED Type: ARAA

• 7/2/2024 - 4 months ago

  47 - COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED Type: REM1