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PORTFOLIO PROADVISOR
Live/Registered
REGISTERED AND RENEWED

on 11 Sep 2017

Last Applicant/ Owned by

C/O WHITELAW LEGAL GROUP

NAPLES

FL

34103

Serial Number

78951219 filed on 14th Aug 2006

Registration Number

3469772 registered on 15th Jul 2008

in the Principal Register

Correspondent Address

Jennifer L. Whitelaw

Jennifer L. Whitelaw

3838 TAMIAMI TRAIL NORTH, SUITE 310

NAPLES, FL 34103

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

PORTFOLIO PROADVISOR

Depository services, namely, Individual Retirement Accounts, and Self Employed Qualified Retirement Plans; money market account services; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; trust services, namely investment and trust company services; fiduciary representative services and trust administration; financial analysis and c Read More

Classification Information


Class [036]
Insurance & Financial Services


Depository services, namely, Individual Retirement Accounts, and Self Employed Qualified Retirement Plans; money market account services; mutual funds services, namely, establishment of mutual funds for others and brokerage, investment and distribution; trust services, namely investment and trust company services; fiduciary representative services and trust administration; financial analysis and consultation; financial clearing houses; financial services in the nature of an investment security; financial information in the nature of rates of exchange, financial exchange, financial forecasting and financial guarantee and surety; financial information provided by electronic means; financial management; financial planning; financial portfolio management; financial research; financial valuation of personal property and real estate; investment services, namely, investment brokerage; capital investment consultation and advice; fund investment consultation; investment consultation; financial investment in the field of securities; funds investment; mutual funds investment; real estate investment; commodity investment advice; investment advice; investment brokerage; investment clubs; capital investment consultation; investment management; maintaining escrow accounts for investments; investment of funds for others; investment of funds, mutual funds and real estate; capital investment; investment of trust funds for others; insurance brokerage, consultation, subrogation and actuarial services in the fields of life, health, accident, fire, marine, medical, pre-paid health care and legal services; investment and financial investment in the field of real estate and securities; and information services for all for the foregoing provided via a global computer network


First Use Date in General

12th Jan 2007

First Use Date in Commerce

12th Jan 2007

Mark Details


Serial Number

No 78951219

Mark Type

No Service Mark

Attorney Docket Number

No

44D Filed

No

44D Current

No

44E filed

No

44E Current

No

66A Filed

No

66A Current

No

Current Basis

No

No Basis

No

Legal History


Show more

Status DateAction Taken
06th Jun 2018AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
11th Sep 2017NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
11th Sep 2017REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
11th Sep 2017REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
11th Sep 2017CASE ASSIGNED TO POST REGISTRATION PARALEGAL
01st Aug 2017TEAS SECTION 8 & 9 RECEIVED
15th Jul 2017COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
24th Aug 2013NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
24th Aug 2013REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
22nd Aug 2013CASE ASSIGNED TO POST REGISTRATION PARALEGAL