USPTO trademark

MEET THE PORTFOLIO MANAGER

RegisteredUSPTOWord markClass 36

"MEET THE PORTFOLIO MANAGER" is a word mark owned by Moran Wealth Management, LLC, filed at the USPTO on April 15, 2025. It is registered and covers class 36 (Insurance and Financial).

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Official USPTO record
MEET THE PORTFOLIO MANAGER trademark as filed
As filed with the USPTO
Status
Registered
Since February 17, 2026
Filed
April 15, 2025
Registered
February 17, 2026
Expires
Not recorded
Application no.
99138216
Registration no.
8141414
Office
USPTO
United States Patent and Trademark Office
Mark type
Word mark
1 class
Ownership

Who owns MEET THE PORTFOLIO MANAGER

The owner and representative on file with the office.

Owner

Moran Wealth Management, LLC

Naples, United States

Representative

Jeanne L. Seewald

Hahn Loeser & Parks LLP

Goods and services

What the mark covers

The products and services MEET THE PORTFOLIO MANAGER is filed for, grouped by Nice class.

  • Financial services, namely, wealth management services, investment management, portfolio development, namely, financial portfolio management, and investment planning, namely, financial planning investment advisory services; financial planning and advisory services, namely, financial planning and investment advisory services; financial consulting; financial retirement planning; financial risk management planning; insurance brokerage in the field of insurance, namely, life, long-term care and annuities; providing stock and securities market information

History

What has happened so far

Steps recorded by the USPTO, newest first.

  1. Notice of registration confirmation emailed
  2. Registered-principal register
  3. Official gazette publication confirmation e-mailed
  4. Published for opposition
  5. Notification of notice of publication e-mailed
  6. Approved for pub - principal register
  7. Assigned to examiner
  8. Application filing receipt mailed
  9. New application office supplied data entered
  10. New application entered
FAQ

About MEET THE PORTFOLIO MANAGER

Who owns the trademark "MEET THE PORTFOLIO MANAGER"?

The USPTO trademark "MEET THE PORTFOLIO MANAGER" (application 99138216) is owned by Moran Wealth Management, LLC.

What is the status of "MEET THE PORTFOLIO MANAGER"?

Its status at the USPTO is: registered.

When was "MEET THE PORTFOLIO MANAGER" registered?

It was registered on February 17, 2026.

API

Get this data via the API

Everything on this page comes from the Signa API. Pull MEET THE PORTFOLIO MANAGER and marks like it into your own product with one request.

  • GET/v1/trademarks/{id}

    The full record: owners, classes, dates and images

  • GET/v1/trademarks/{id}/events

    Every step in the office history

  • GET/v1/proceedings?trademark_id={id}

    Oppositions and cancellations against the mark

Get API keyView docs
GET /v1/trademarks/{id}
ID=tm_019d2aad-fe96-743f-b9ea-ee622bcc5906
curl https://api.signa.so/v1/trademarks/$ID \
  -H "Authorization: Bearer $SIGNA_API_KEY"
Response
{
  "id": "tm_019d2aad-fe96-743f-b9ea-ee622bcc5906",
  "object": "trademark",
  "mark_text": "MEET THE PORTFOLIO MANAGER",
  "status": {
    "primary": "active",
    "stage": "registered"
  },
  "office_code": "US",
  "application_number": "99138216",
  "filing_date": "2025-04-15",
  "nice_classes": [
    36
  ],
  "owners": [
    {
      "name": "Moran Wealth Management, LLC",
      "entity_id": null
    }
  ]
}