DIRECT PORTFOLIO

LIVE

Updated: 24 Oct 2023

APPLICATION/Awaiting Examination

Serial Number

98228924

Filed: 18 Oct 2023

Owner

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Attorney

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Class 036

Financial, monetary, and insurance services

Stylized Words/Letters

Covers exact words in any format

Description

Financial services, namely, administration of investment accounts for funding higher education expenses; financial services, namely, managing investment funds for college savings; financial services, namely, asset management services and managing investment funds for college savings

Trademark Coverage Details

Stylized Words/Letters

Words or letters with a specific styling, font, or arrangement.

Mark Literal Elements: DIRECT PORTFOLIO

Standard Character Claim: Yes. The mark consists of standard characters without claim to any particular font style, size, or color.

Mark Drawing Type: 4000 - Stylized Words/Letters

For E-commerce Sellers:

This trademark protects the word(s) in ANY font, style, size, or color. Using these exact words for similar products/services may infringe on this trademark regardless of how you display them.

Classification Information

036

Service Class

Financial, monetary, and insurance services

What this class covers:

This class includes banking, investment, real estate, and insurance services. It covers everything from loans and credit cards to property management and fundraising. If money or financial security is involved, it falls under this category. However, business management services belong in Class 35.

In simple terms: Financial services, including banking, insurance, and investments

First Use in Commerce

30 Sept 2004

First Use Anywhere

30 Sept 2004