Who owns the CUSTOM PORTFOLIO PLANNING trademark?

The CUSTOM PORTFOLIO PLANNING trademark is owned by RBC DAIN RAUSCHER INC..

What class is the CUSTOM PORTFOLIO PLANNING trademark registered in?

The CUSTOM PORTFOLIO PLANNING trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for CUSTOM PORTFOLIO PLANNING?

The USPTO serial number for CUSTOM PORTFOLIO PLANNING is 75083645.

What is the registration number for CUSTOM PORTFOLIO PLANNING?

CUSTOM PORTFOLIO PLANNING is registered under USPTO registration number 2133477.

Sealvo

Home Search: CUSTOM PORTFOLIO PLANNINGCUSTOM PORTFOLIO PLANNING #75083645

Back

Updated Oct 9, 2026·32 searches this week

View on USPTO TSDR Find similar marks

CUS

USPTO Trademark Record

ABANDONED

CUSTOM PORTFOLIO PLANNING

SN 75083645·Reg 2133477·Filed Apr 04, 1996

Owner RBC DAIN RAUSCHER INC.

Financial, monetary and banking services; insurance services; real estate services.

CUSTOM PORTFOLIO PLANNING (Serial No. 75083645), Registration No. 2133477, is a abandoned US trademark filed on Apr 04, 1996 by RBC DAIN RAUSCHER INC.. This trademark covers Class 036 (Insurance, financial & real estate services).

Mark Intelligence

CUSTOM PORTFOLIO PLANNING (Reg. #2133477) is an abandoned US trademark that was filed in 1996 but has since been abandoned. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services..

FILED

Apr 04, 1996

SERIAL

75083645

REG#

2133477

REGISTERED

Jan 27, 1998

Filing Information

StatusABANDONED

Filing DateApr 04, 1996

Serial Number75083645

Registration No.2133477

Registration DateJan 27, 1998

Status DateOct 22, 2021

Mark TypeTypeset (words/letters/numbers)

Filing Basis & Declarations

Standard Characters ClaimedUse Application CurrentlySection 8 Accepted

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Apr 11, 1996

First use in commerce: Apr 11, 1996

Financial, monetary and banking services; insurance services; real estate services.

This description is as filed with the USPTO and defines the scope of trademark protection.

Run a conflict check

Search by serial number, mark name, or logo. See conflicting marks ranked by risk with clear explanations of what contributed.

Run conflict check

Status History

24 events

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

Oct 22, 2021

CANCELLED SEC. 8 (10-YR)/EXPIRED SECTION 9

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

Jan 27, 2017

COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 01, 2011

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

Jan 11, 2008

REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Jan 11, 2008

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

ASSIGNED TO PARALEGAL

Jan 10, 2008

ASSIGNED TO PARALEGAL

TEAS SECTION 8 & 9 RECEIVED

Jan 08, 2008

TEAS SECTION 8 & 9 RECEIVED

CASE FILE IN TICRS

Apr 09, 2007

CASE FILE IN TICRS

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

Aug 29, 2005

TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Aug 29, 2005

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Feb 20, 2004

REGISTERED - SEC. 8 (6-YR) ACCEPTED

REGISTERED - SEC. 8 (6-YR) FILED

Dec 19, 2003

REGISTERED - SEC. 8 (6-YR) FILED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 08, 2002

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-SUPPLEMENTAL REGISTER

Jan 27, 1998

REGISTERED-SUPPLEMENTAL REGISTER

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Dec 01, 1997

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

EXAMINER'S AMENDMENT MAILED

Nov 17, 1997

EXAMINER'S AMENDMENT MAILED

USE AMENDMENT ACCEPTED

Oct 11, 1997

USE AMENDMENT ACCEPTED

AMENDMENT TO USE PROCESSING COMPLETE

Sep 10, 1997

AMENDMENT TO USE PROCESSING COMPLETE

USE AMENDMENT FILED

Aug 29, 1997

USE AMENDMENT FILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Aug 29, 1997

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION MAILED

May 19, 1997

NON-FINAL ACTION MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Apr 07, 1997

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION MAILED

Oct 09, 1996

NON-FINAL ACTION MAILED

ASSIGNED TO EXAMINER

Sep 24, 1996

ASSIGNED TO EXAMINER

Other Marks by RBC DAIN RAUSCHER INC.

Additional USPTO filings from the same owner.

CUS

CUSTOM PORTFOLIO PLANNING

75083640

RBC DAIN RAUSCHER INC.

ABANDONED

INV

INVESTMENT ACCESS

75083918

RBC DAIN RAUSCHER INC.

ABANDONED

FCW

FC WEBLINK

76566561

RBC Dain Rauscher Inc.

ABANDONED

FUN

FUND SERVICE GATEWAY

75229694

RBC DAIN RAUSCHER INC.

ABANDONED

Other Marks in Class 036 — Insurance, financial & real estate services

Recently filed and registered marks in the same international class.

PUR

PURPOSE. PLANNING. PORTFOLIO.

88431037

Ridgegate Financial, LLC

REGISTERED

NAT

NATIONWIDE CUSTOM PORTFOLIO

77249724

Nationwide Mutual Insurance Company

REGISTERED

POR

PORTFOLIO

97528953

Portfolio Holding, Inc.

REGISTERED

POR

PORTFOLIO

85969114

PORTFOLIO HOLDING, INC.

REGISTERED

Other Marks by Peter F. Weinberg

Additional USPTO filings handled by the same attorney of record.

MAR

MARKETMINDER

88088313

REGISTERED

FOR

FORESTAR

76654576

REGISTERED

PCC

PCCP

78921177

REGISTERED

LOG

LogoMark

78921213

REGISTERED

CUSTOM PORTFOLIO PLANNING

Run a conflict check

Other Marks by RBC DAIN RAUSCHER INC.

Other Marks in Class 036 — Insurance, financial & real estate services

Other Marks by Peter F. Weinberg

Get pre-filing clearance

Search 14M+ trademarks

Resources

Company