Who owns the THE PORTFOLIO STRATEGY GROUP trademark?

The THE PORTFOLIO STRATEGY GROUP trademark is owned by The Portfolio Strategy Group, LLC.

What class is the THE PORTFOLIO STRATEGY GROUP trademark registered in?

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

What is the serial number for THE PORTFOLIO STRATEGY GROUP?

The USPTO serial number for THE PORTFOLIO STRATEGY GROUP is 86780338.

What is the registration number for THE PORTFOLIO STRATEGY GROUP?

THE PORTFOLIO STRATEGY GROUP is registered under USPTO registration number 5070319.

THE

USPTO Trademark Record

REGISTERED

THE PORTFOLIO STRATEGY GROUP

SN 86780338·Reg 5070319·Filed Oct 07, 2015

Owner The Portfolio Strategy Group, LLC

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

THE PORTFOLIO STRATEGY GROUP (Serial No. 86780338), Registration No. 5070319, is a registered US trademark filed on Oct 07, 2015 by The Portfolio Strategy Group, LLC. This trademark covers Class 036 (Insurance, financial & real estate services).

renewal 10y period: October 26, 202619 days remaining

Mark Intelligence

THE PORTFOLIO STRATEGY GROUP (Reg. #5070319) is a registered US trademark that has been protecting its owner, The Portfolio Strategy Group, LLC, since 2015. 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

Oct 07, 2015

SERIAL

86780338

REG#

5070319

REGISTERED

Oct 25, 2016

Owner

Applicant

The Portfolio Strategy Group, LLC

Entity

LLC

State

Address

875 3rd Avenue, 28th Floor, New York, NY, 10022

Country

Attorney

NameBriana R. Falcon

Law firm

Briana R. Falcon Arnall Golden Gregory LLP

Docket

44804.1

Address

2100 Pennsylvania Avenue NW, Suite 350S, Washington, DC 20037, United States

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Filing Information

StatusREGISTERED

Filing DateOct 07, 2015

Serial Number86780338

Registration No.5070319

Registration DateOct 25, 2016

Status DateApr 23, 2022

Mark TypeStandard characters

Attorney Docket44804.1

Status DescriptionLive and registered, Section 8 accepted

Filing Signals

FILED

2015

YEARS AGO

11y

CLASSES

MADRID FILINGS

—

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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: Sep 28, 1990

First use in commerce: Sep 28, 1990

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

39 events

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

Oct 26, 2025

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

TEAS CHANGE OF OWNER ADDRESS RECEIVED

Oct 02, 2025

TEAS CHANGE OF OWNER ADDRESS RECEIVED

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

Oct 02, 2025

APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED

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

Oct 02, 2025

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

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

Oct 02, 2025

ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED

TEAS CHANGE OF CORRESPONDENCE RECEIVED

Oct 02, 2025

TEAS CHANGE OF CORRESPONDENCE RECEIVED

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

Oct 02, 2025

TEAS WITHDRAWAL OF ATTORNEY RECEIVED-FIRM RETAINS

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Oct 02, 2024

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

Apr 24, 2022

NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

Apr 23, 2022

CASE ASSIGNED TO POST REGISTRATION PARALEGAL

REGISTERED - SEC. 8 (6-YR) ACCEPTED

Apr 23, 2022

REGISTERED - SEC. 8 (6-YR) ACCEPTED

TEAS SECTION 8 RECEIVED

Nov 02, 2021

TEAS SECTION 8 RECEIVED

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

Oct 25, 2021

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

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Aug 08, 2018

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jul 19, 2017

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

REGISTERED-SUPPLEMENTAL REGISTER

Oct 25, 2016

REGISTERED-SUPPLEMENTAL REGISTER

LAW OFFICE PUBLICATION REVIEW COMPLETED

Sep 20, 2016

LAW OFFICE PUBLICATION REVIEW COMPLETED

EXAMINERS AMENDMENT -WRITTEN

Sep 13, 2016

EXAMINERS AMENDMENT -WRITTEN

EXAMINERS AMENDMENT E-MAILED

Sep 13, 2016

EXAMINERS AMENDMENT E-MAILED

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

Sep 13, 2016

NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

EXAMINER'S AMENDMENT ENTERED

Sep 13, 2016

EXAMINER'S AMENDMENT ENTERED

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

Sep 13, 2016

APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER

ASSIGNED TO LIE

Sep 02, 2016

ASSIGNED TO LIE

CORRESPONDENCE RECEIVED IN LAW OFFICE

Sep 02, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

TEAS/EMAIL CORRESPONDENCE ENTERED

Sep 02, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Aug 26, 2016

TEAS RESPONSE TO OFFICE ACTION RECEIVED

NON-FINAL ACTION WRITTEN

Aug 18, 2016

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Aug 18, 2016

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Aug 18, 2016

NOTIFICATION OF NON-FINAL ACTION E-MAILED

TEAS/EMAIL CORRESPONDENCE ENTERED

Jul 29, 2016

TEAS/EMAIL CORRESPONDENCE ENTERED

TEAS RESPONSE TO OFFICE ACTION RECEIVED

Jul 28, 2016

TEAS RESPONSE TO OFFICE ACTION RECEIVED

CORRESPONDENCE RECEIVED IN LAW OFFICE

Jul 28, 2016

CORRESPONDENCE RECEIVED IN LAW OFFICE

NON-FINAL ACTION WRITTEN

Feb 02, 2016

NON-FINAL ACTION WRITTEN

NON-FINAL ACTION E-MAILED

Feb 02, 2016

NON-FINAL ACTION E-MAILED

NOTIFICATION OF NON-FINAL ACTION E-MAILED

Feb 02, 2016

NOTIFICATION OF NON-FINAL ACTION E-MAILED

ASSIGNED TO EXAMINER

Jan 28, 2016

ASSIGNED TO EXAMINER

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Jan 13, 2016

ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

Oct 13, 2015

NEW APPLICATION OFFICE SUPPLIED DATA ENTERED

NEW APPLICATION ENTERED

Oct 10, 2015

NEW APPLICATION ENTERED

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REGISTERED

THE PORTFOLIO STRATEGY GROUP

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Other Marks by The Portfolio Strategy Group, LLC

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