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Sherman Portfolios, LLC

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Trademarks Section

Serial Number:

97801093

Mark:

SHERMAN BREAKAWAY STRATEGY

Status:

Registered. The registration date is used to determine when post-registration maintenance documents are due.

Mark Type:

Service Mark

Application Filing Date:

2023-02-18

Mark Drawing Type:

4 - STANDARD CHARACTER MARK

Mark Literal Elements:

SHERMAN BREAKAWAY STRATEGY

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial analysis and research services; Financial investment analysis and stock research; Financial portfolio analysis services; Providing information and research in the field of finance and financial investments

First Use:

2024-04-01

International Classes:

036 - Primary Class

Class Status:

ACTIVE

Serial Number:

98294942

Mark:

INVESTMENT STRATEGIES WITH PROPULSION IN MIND

Status:

FIRST EXTENSION - GRANTED

Mark Type:

TRADEMARK, SERVICE MARK

Application Filing Date:

2023-12-01

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

INVESTMENT STRATEGIES WITH PROPULSION IN MIND

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Educational services, namely, providing classes, seminars, workshops in the fields of investing

International Classes:

041 - Primary Class

Class Status:

Active

For:

Downloadable printable educational materials in the field of investing

International Classes:

009 - Primary Class

Class Status:

Active

For:

Consulting services in the field of internet marketing; Marketing advisory services; Advertising and marketing consultancy; Business consulting services in the field of online marketing, digital marketing, content creation; Business marketing consulting services; Business marketing services; On-line...

International Classes:

035 - Primary Class

Class Status:

Active

Serial Number:

98425354

Mark:

ADVANCE & PROTECT

Status:

PUBLISHED FOR OPPOSITION

Mark Type:

SERVICE MARK

Application Filing Date:

2024-02-28

Mark Drawing Type:

Standard character mark

Mark Literal Elements:

ADVANCE & PROTECT

USPTO Link:

View Trademark Status and Document Retrieval (TSDR)

Goods And Services

For:

Financial portfolio management; Information, advisory, consultancy and financial research services relating to finance and investments

First Use:

2006-07-01

International Classes:

036 - Primary Class

Class Status:

Active

Date of last update: 18 Jun 2025

Sources: Idaho Secretary of State