PORTFOLIO BY WELLS FARGO PLUS
Dead · Refused DEAD/APPLICATION/Refused/Dismissed or Invalidated
What this record means
The record shows that the mark “PORTFOLIO BY WELLS FARGO PLUS” is dead, having been abandoned after the owner, Wells Fargo & Company, failed to file a Statement of Use or Extension Request following the Notice of Allowance. The mark was filed on January 12, 2017 and published for opposition on May 16, 2017, with a Notice of Allowance issued on July 11, 2017. The goods and services listed under classes 035 and 036 cover advertising and business services related to incentive reward programs for banking and credit card services, as well as a broad range of financial services including wealth management, investment advisory, banking, electronic banking, mortgage banking, credit card processing, and insurance consulting. Because the mark was allowed on the Principal Register, the record indicates a refusal for descriptiveness was not involved; the abandonment sequence is simply a failure to meet the required use deadline. No opposition, cancellation, or court action appears in the supplied history, so there is no visible enforcement activity. For someone considering a similar name, the closest concern would be using a name that suggests a portfolio or reward program tied to banking or financial services, especially in the same classes.
Informational only - not legal advice.Mark Service Mark
| Drawing type | 4 - STANDARD CHARACTER MARK |
| Filing basis | Intent-to-Use (§1(b)). |
| Status | Abandoned because no Statement of Use or Extension Request timely filed after Notice of Allowance was issued. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page. |
Key dates
| Application filed | Jan 12, 2017 |
| Published for opposition | May 16, 2017 |
| Notice of Allowance | Jul 11, 2017 |
| Status date | Feb 12, 2018 |
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; MAC N9305-176, Sixth & Marquette, Minneapolis, MINNESOTA UNITED STATES 55479 |
| Entity | CORPORATION - organized in DELAWARE |
| Attorney of record | Felicia J. Boyd |
| Correspondent | FELICIA J. BOYD |
| Attorney email | w********@*****.com |
| Correspondent email | 3 emails |
| Correspondent phone | 6********9 |
| Correspondent address | MINNEAPOLIS, MINNESOTA |