Who owns the TAX SYNCHRONIZED PORTFOLIO trademark?

The TAX SYNCHRONIZED PORTFOLIO trademark is owned by THE MATHER GROUP, LLC.

What class is the TAX SYNCHRONIZED PORTFOLIO trademark registered in?

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

What is the serial number for TAX SYNCHRONIZED PORTFOLIO?

The USPTO serial number for TAX SYNCHRONIZED PORTFOLIO is 87578401.

What is the registration number for TAX SYNCHRONIZED PORTFOLIO?

TAX SYNCHRONIZED PORTFOLIO is registered under USPTO registration number 5596966.

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TAX

USPTO Trademark Record

REGISTERED

TAX SYNCHRONIZED PORTFOLIO

SN 87578401·Reg 5596966·Filed Aug 22, 2017

Owner THE MATHER GROUP, LLC

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

TAX SYNCHRONIZED PORTFOLIO (Serial No. 87578401), Registration No. 5596966, is a registered US trademark filed on Aug 22, 2017 by THE MATHER GROUP, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: October 30, 2028

Mark Intelligence

TAX SYNCHRONIZED PORTFOLIO (Reg. #5596966) is a registered US trademark that has been protecting its owner, THE MATHER GROUP, LLC, since 2017. 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

Aug 22, 2017

SERIAL

87578401

REG#

5596966

REGISTERED

Oct 30, 2018

Filing Information

StatusREGISTERED

Filing DateAug 22, 2017

Serial Number87578401

Registration No.5596966

Registration DateOct 30, 2018

Status DateMay 06, 2025

Published for OppositionJan 16, 2018

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: Aug 24, 2018

First use in commerce: Aug 24, 2018

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.

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Status History

27 events

REGISTERED - SEC. 8 (6-YR) ACCEPTED

May 06, 2025

REGISTERED - SEC. 8 (6-YR) ACCEPTED

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

May 06, 2025

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 05, 2025

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

Nov 29, 2024

TEAS SECTION 8 RECEIVED

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

Oct 30, 2023

COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 14, 2021

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Jun 18, 2020

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

REGISTERED-PRINCIPAL REGISTER

Oct 30, 2018

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Sep 22, 2018

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Sep 21, 2018

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Sep 20, 2018

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Sep 19, 2018

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Aug 24, 2018

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Aug 24, 2018

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Mar 13, 2018

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Jan 16, 2018

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Jan 16, 2018

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Dec 27, 2017

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

ASSIGNED TO LIE

Dec 06, 2017

ASSIGNED TO LIE

ASSIGNED TO EXAMINER

Nov 28, 2017

ASSIGNED TO EXAMINER

EXAMINERS AMENDMENT -WRITTEN

Nov 28, 2017

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Nov 28, 2017

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Nov 28, 2017

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Nov 28, 2017

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Nov 28, 2017

APPROVED FOR PUB - PRINCIPAL REGISTER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Aug 26, 2017

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Aug 25, 2017

NEW APPLICATION ENTERED

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