Who owns the THE OPTIMIZED PORTFOLIO SYSTEM trademark?

The THE OPTIMIZED PORTFOLIO SYSTEM trademark is owned by ValMark Securities, Inc..

What class is the THE OPTIMIZED PORTFOLIO SYSTEM trademark registered in?

The THE OPTIMIZED PORTFOLIO SYSTEM trademark is registered in Class 036 (Insurance, financial & real estate services).

What is the serial number for THE OPTIMIZED PORTFOLIO SYSTEM?

The USPTO serial number for THE OPTIMIZED PORTFOLIO SYSTEM is 85925269.

What is the registration number for THE OPTIMIZED PORTFOLIO SYSTEM?

THE OPTIMIZED PORTFOLIO SYSTEM is registered under USPTO registration number 4526963.

THE

USPTO Trademark Record

REGISTERED

THE OPTIMIZED PORTFOLIO SYSTEM

SN 85925269·Reg 4526963·Filed May 07, 2013

Owner ValMark Securities, Inc.

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

THE OPTIMIZED PORTFOLIO SYSTEM (Serial No. 85925269), Registration No. 4526963, is a registered US trademark filed on May 07, 2013 by ValMark Securities, Inc.. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: May 08, 2034

Mark Intelligence

THE OPTIMIZED PORTFOLIO SYSTEM (Reg. #4526963) is a registered US trademark that has been protecting its owner, ValMark Securities, Inc., since 2013. 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

May 07, 2013

SERIAL

85925269

REG#

4526963

REGISTERED

May 06, 2014

Owner

Applicant

ValMark Securities, Inc.

Entity

Corporation

State

Address

Suite 300, 130 Springside Drive, Akron, OH, 44333

Country

Attorney

NameROGER D. EMERSON, Esq.

Law firm

ROGER D. EMERSON, Esq. EMERSON THOMSON BENNETT

Docket

22077.50013

Address

1914 AKRON PENINSULA RD, AKRON, OH 44313-4810, UNITED STATES

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Filing Information

StatusREGISTERED

Filing DateMay 07, 2013

Serial Number85925269

Registration No.4526963

Registration DateMay 06, 2014

Status DateMar 07, 2024

Published for OppositionOct 15, 2013

Next RenewalMay 08, 2034

Mark TypeStandard characters

Attorney Docket22077.50013

Status DescriptionLive and registered, renewed

Filing Signals

FILED

2013

YEARS AGO

13y

CLASSES

MADRID FILINGS

—

Opposed 1× during prosecution

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Full Goods & Services

CLASSES

OFFICE

USPTO

COUNTRY

Class 036Insurance, financial & real estate services

US codes: 100, 101, 102

First use anywhere: Dec 31, 2002

First use in commerce: Dec 31, 2002

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.

Status History

32 events

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Mar 07, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Mar 07, 2024

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

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Mar 07, 2024

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

Mar 07, 2024

NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED

TEAS SECTION 8 & 9 RECEIVED

Sep 21, 2023

TEAS SECTION 8 & 9 RECEIVED

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

May 06, 2023

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Jun 25, 2019

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

Jun 25, 2019

REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

Jun 25, 2019

NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED

TEAS SECTION 8 & 15 RECEIVED

May 17, 2019

TEAS SECTION 8 & 15 RECEIVED

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

May 06, 2019

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

REGISTERED-PRINCIPAL REGISTER

May 06, 2014

REGISTERED-PRINCIPAL REGISTER

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

Apr 02, 2014

NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED

LAW OFFICE REGISTRATION REVIEW COMPLETED

Apr 01, 2014

LAW OFFICE REGISTRATION REVIEW COMPLETED

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

Mar 29, 2014

ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED

STATEMENT OF USE PROCESSING COMPLETE

Mar 27, 2014

STATEMENT OF USE PROCESSING COMPLETE

CASE ASSIGNED TO INTENT TO USE PARALEGAL

Mar 21, 2014

CASE ASSIGNED TO INTENT TO USE PARALEGAL

TEAS STATEMENT OF USE RECEIVED

Feb 19, 2014

TEAS STATEMENT OF USE RECEIVED

USE AMENDMENT FILED

Feb 19, 2014

USE AMENDMENT FILED

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

Dec 10, 2013

NOA E-MAILED - SOU REQUIRED FROM APPLICANT

PUBLISHED FOR OPPOSITION

Oct 15, 2013

PUBLISHED FOR OPPOSITION

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

Oct 15, 2013

OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

Sep 25, 2013

NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED

LAW OFFICE PUBLICATION REVIEW COMPLETED

Sep 07, 2013

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Sep 06, 2013

ASSIGNED TO LIE

EXAMINERS AMENDMENT -WRITTEN

Aug 27, 2013

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Aug 27, 2013

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Aug 27, 2013

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Aug 27, 2013

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR PUB - PRINCIPAL REGISTER

Aug 27, 2013

APPROVED FOR PUB - PRINCIPAL REGISTER

ASSIGNED TO EXAMINER

Aug 26, 2013

ASSIGNED TO EXAMINER

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

May 14, 2013

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

THE OPTIMIZED PORTFOLIO SYSTEM

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Other Marks by ValMark Securities, Inc.

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

Other Marks by ROGER D. EMERSON, Esq.

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