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THE OPTIMIZED PORTFOLIO SYSTEM
Live/Registered
REGISTERED AND RENEWED

on 07 Mar 2024

Last Applicant/ Owned by

ValMark Securities, Inc.

130 Springside Drive

Akron

OH

44333

Serial Number

85925269 filed on 07th May 2013

Registration Number

4526963 registered on 06th May 2014

in the Principal Register

Correspondent Address

ROGER D. EMERSON, Esq.

ROGER D. EMERSON, Esq.

1914 AKRON PENINSULA RD

AKRON,OH 44313-4810

Filing Basis

1. intent to use

2. use application currently

Disclaimer

NO DATA

THE OPTIMIZED PORTFOLIO SYSTEM

Consulting services in the field of exchange traded funds

Classification Information

Class [036]
Insurance & Financial Services

Consulting services in the field of exchange traded funds

First Use Date in General

31st Dec 2002

First Use Date in Commerce

31st Dec 2002

Mark Details

Serial Number

No 85925269

Mark Type

No Service Mark

Attorney Docket Number

No 22077.50013

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
07th Mar 2024CASE ASSIGNED TO POST REGISTRATION PARALEGAL
07th Mar 2024REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
07th Mar 2024REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
07th Mar 2024NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
21st Sep 2023TEAS SECTION 8 & 9 RECEIVED
06th May 2023COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
25th Jun 2019CASE ASSIGNED TO POST REGISTRATION PARALEGAL
25th Jun 2019REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
25th Jun 2019NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
17th May 2019TEAS SECTION 8 & 15 RECEIVED