PORTFOLIO BY WELLS FARGO PREMIER
Dead · Cancelled DEAD/REGISTRATION/Cancelled/Invalidated
What this record means
The record shows that the mark “PORTFOLIO BY WELLS FARGO PREMIER” was registered on the Principal Register on March 27, 2018, but it was cancelled on October 11, 2024 because the registrant, Wells Fargo & Company, failed to file a Section 8 declaration. The mark covered services in classes 035 and 036, specifically arranging incentive reward programs to promote banking and credit card services, and a range of wealth‑management, investment advisory, and financial planning services for high‑wealth individuals. A similar name would raise the closest concern for uses in those same financial and advertising services, while uses in unrelated fields would be farther from the scope shown. The record does not give Wells Fargo control over every use of the words “portfolio” or “premier.” The prosecution history shows a normal sequence of examination, allowance, and statement‑of‑use filings, with no indication that the mark was ever moved to the Supplemental Register. The latest event is the cancellation on October 11, 2024, and no enforcement actions appear in the supplied history. For someone considering a similar name, the cancelled status means the mark is no longer enforceable, but the earlier registration still signals that Wells Fargo once claimed rights to that wording in the listed services.
Informational only - not legal advice.Mark Service Mark
| Drawing type | 4 - STANDARD CHARACTER MARK |
| Filing basis | Use in Commerce (§1(a)). |
| Status | Registration cancelled because registrant did not file an acceptable declaration under Section 8. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page. |
Key dates
| Application filed | Nov 30, 2016 |
| Published for opposition | May 09, 2017 |
| Notice of Allowance | Jul 04, 2017 |
| Registered (Principal) | Mar 27, 2018 |
| Status date | Oct 11, 2024 |
Goods & services
Arranging and conducting incentive reward programs to promote the sale of banking and credit card services; promoting the sale of banking and credit card accounts through the administration of incentive award programs; providing a rewards program that provides customers with discounts on products and services
Financial services, namely, wealth management services; providing personalized portfolio recommendations and detailed investment strategy directed particularly, but not exclusively, for high wealth individuals and families; financial planning and investment advisory services, namely, investment consultation, investment brokerage, and investment management services; retirement fund investment services; insurance information and consultancy services; banking services; electronic banking via a global computer network; ATM banking services; mortgage banking services; financial services, namely, credit card and debit card payment processing services; credit card and debit card services, namely, issuing of credit and debit cards
Owner & representation
| Owner | Wells Fargo & Company |
| Address | 1700 Wells Fargo Center; MACN9305-176, Sixth & Marquette, Minneapolis, MINNESOTA UNITED STATES 55479 |
| Entity | CORPORATION - organized in DELAWARE |
| Attorney of record | Felicia J. Boyd |
| Correspondent | Felicia J. Boyd |
| Attorney email | m********@*****.com |
| Correspondent email | 4 emails |
| Correspondent phone | 6********0 |
| Correspondent address | Minneapolis, MINNESOTA |