Who owns the THE PORTFOLIO ENGINEER trademark?

The THE PORTFOLIO ENGINEER trademark is owned by FIDUCIENT ADVISORS LLC.

What class is the THE PORTFOLIO ENGINEER trademark registered in?

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

What is the serial number for THE PORTFOLIO ENGINEER?

The USPTO serial number for THE PORTFOLIO ENGINEER is 76400877.

What is the registration number for THE PORTFOLIO ENGINEER?

THE PORTFOLIO ENGINEER is registered under USPTO registration number 2937052.

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THE

USPTO Trademark Record

REGISTERED

THE PORTFOLIO ENGINEER

SN 76400877·Reg 2937052·Filed Apr 26, 2002

Owner FIDUCIENT ADVISORS LLC

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

THE PORTFOLIO ENGINEER (Serial No. 76400877), Registration No. 2937052, is a registered US trademark filed on Apr 26, 2002 by FIDUCIENT ADVISORS LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

Section 8/9 declaration window: March 29, 2035

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Mark Intelligence

THE PORTFOLIO ENGINEER (Reg. #2937052) is a registered US trademark that has been protecting its owner, FIDUCIENT ADVISORS LLC, since 2002. 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 26, 2002

SERIAL

76400877

REG#

2937052

REGISTERED

Mar 29, 2005

Filing Information

StatusREGISTERED

Filing DateApr 26, 2002

Serial Number76400877

Registration No.2937052

Registration DateMar 29, 2005

Status DateAug 02, 2024

Next RenewalMarch 29, 2035

Filing Basis & Declarations

Standard Characters ClaimedFiled as Use ApplicationUse 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: Oct 31, 2001

First use in commerce: Dec 31, 2001

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

40 events

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Apr 10, 2026

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Apr 10, 2026

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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

Apr 10, 2026

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Apr 10, 2026

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Apr 10, 2026

TEAS CHANGE OF CORRESPONDENCE RECEIVED

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

Sep 10, 2025

AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Aug 02, 2024

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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

Aug 02, 2024

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

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

Aug 02, 2024

REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)

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

Aug 02, 2024

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

TEAS SECTION 8 & 9 RECEIVED

May 13, 2024

TEAS SECTION 8 & 9 RECEIVED

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

Mar 29, 2024

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

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Nov 16, 2020

TEAS CHANGE OF OWNER ADDRESS RECEIVED

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

Nov 16, 2020

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Nov 16, 2020

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 16, 2020

TEAS CHANGE OF CORRESPONDENCE RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Nov 16, 2020

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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

Apr 15, 2014

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

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 15, 2014

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

Apr 15, 2014

REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)

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

Apr 15, 2014

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

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Mar 31, 2014

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS SECTION 8 & 9 RECEIVED

Mar 31, 2014

TEAS SECTION 8 & 9 RECEIVED

REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED

Mar 31, 2014

REGISTERED - COMBINED SECTION 8 (10-YR) & SEC. 9 FILED

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Jan 24, 2014

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Jan 24, 2014

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

REGISTERED - SEC. 8 (6-YR) ACCEPTED

May 13, 2010

REGISTERED - SEC. 8 (6-YR) ACCEPTED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

May 11, 2010

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

TEAS SECTION 8 RECEIVED

May 07, 2010

TEAS SECTION 8 RECEIVED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Nov 07, 2008

TEAS CHANGE OF CORRESPONDENCE RECEIVED

REGISTERED-SUPPLEMENTAL REGISTER

Mar 29, 2005

REGISTERED-SUPPLEMENTAL REGISTER

ASSIGNED TO LIE

Sep 22, 2004

ASSIGNED TO LIE

LAW OFFICE PUBLICATION REVIEW COMPLETED

Sep 21, 2004

LAW OFFICE PUBLICATION REVIEW COMPLETED

ASSIGNED TO LIE

Sep 20, 2004

ASSIGNED TO LIE

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Aug 24, 2004

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

CASE FILE IN TICRS

Oct 21, 2003

CASE FILE IN TICRS

LETTER OF SUSPENSION MAILED

Oct 28, 2002

LETTER OF SUSPENSION MAILED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 25, 2002

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION MAILED

Sep 11, 2002

NON-FINAL ACTION MAILED

ASSIGNED TO EXAMINER

Aug 29, 2002

ASSIGNED TO EXAMINER

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