Who owns the PORTFOLIOS WITH A PLAN trademark?

The PORTFOLIOS WITH A PLAN trademark is owned by McGinnis, Lance.

What class is the PORTFOLIOS WITH A PLAN trademark registered in?

The PORTFOLIOS WITH A PLAN trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for PORTFOLIOS WITH A PLAN?

The USPTO serial number for PORTFOLIOS WITH A PLAN is 97851598.

What is the registration number for PORTFOLIOS WITH A PLAN?

PORTFOLIOS WITH A PLAN is registered under USPTO registration number 7358859.

Sealvo

Home Search: PORTFOLIOS WITH A PLANPORTFOLIOS WITH A PLAN #97851598

Back

Updated Sep 29, 2026·10 searches this week

View on USPTO TSDR Find similar marks

POR

USPTO Trademark Record

REGISTERED

PORTFOLIOS WITH A PLAN

SN 97851598·Reg 7358859·Filed Mar 22, 2023

Owner McGinnis, Lance

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

PORTFOLIOS WITH A PLAN (Serial No. 97851598), Registration No. 7358859, is a registered US trademark filed on Mar 22, 2023 by McGinnis, Lance. This trademark covers Class 036 (Insurance, financial & real estate services).

early section 8: April 16, 2030

Conflict Analysis

Full conflict analysis for PORTFOLIOS WITH A PLAN (SN 97851598) against the USPTO database with detailed risk factor explanations. AI-powered — takes ~1-2 min.

Mark Intelligence

PORTFOLIOS WITH A PLAN (Reg. #7358859) is a registered US trademark that has been protecting its owner, McGinnis, Lance, since 2023. The mark covers Class 036 (Insurance, financial & real estate services). Goods and services include Financial, monetary and banking services; insurance services; real estate services.. The mark faced 1 opposition proceeding during prosecution.

FILED

Mar 22, 2023

SERIAL

97851598

REG#

7358859

REGISTERED

Apr 16, 2024

Filing Information

StatusREGISTERED

Filing DateMar 22, 2023

Serial Number97851598

Registration No.7358859

Registration DateApr 16, 2024

Status DateApr 16, 2024

Published for OppositionJan 30, 2024

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse Application Currently

Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 20, 2011

First use in commerce: Dec 20, 2011

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

9 events

REGISTERED-PRINCIPAL REGISTER

Apr 16, 2024

REGISTERED-PRINCIPAL REGISTER

NOTICE OF REGISTRATION CONFIRMATION EMAILED

Apr 16, 2024

NOTICE OF REGISTRATION CONFIRMATION EMAILED

PUBLISHED FOR OPPOSITION

Jan 30, 2024

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 30, 2024

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Jan 10, 2024

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

APPROVED FOR PUB - PRINCIPAL REGISTER

Dec 23, 2023

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Dec 17, 2023

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Mar 27, 2023

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Mar 25, 2023

NEW APPLICATION ENTERED

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

Recently filed and registered marks in the same international class.

POR

PORTFOLIOS WITH PURPOSE

87240370

Portfolios With Purpose, Inc.

REGISTERED

RET

RETIREMENT BEGINS WITH A PLAN

86634428

McLean Asset Management Corporation

REGISTERED

EMP

EMPOWERED PORTFOLIOS

86648887

Empowered Portfolios, LLC

REGISTERED

PRE

PRECISION PORTFOLIOS

98461692

Group 1001 IP Properties, LLC

REGISTERED

PORTFOLIOS WITH A PLAN

Run a conflict check

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

Get pre-filing clearance

Search 15M+ trademarks

Resources

Company