ACTIVEPLUS PORTFOLIOS
"ACTIVEPLUS PORTFOLIOS" is a word mark owned by T. Rowe Price Group, Inc., filed at the USPTO on July 5, 2017. It is registered and covers classes 9, 16 and 36.
- Status
- Registered
- Since October 16, 2025
- Filed
- July 5, 2017
- Registered
- July 2, 2019
- Expires
- Not recorded
- Application no.
- 87516818
- Registration no.
- 5791278
- Office
- USPTO
- United States Patent and Trademark Office
- Mark type
- Word mark
- 3 classes
Who owns ACTIVEPLUS PORTFOLIOS
The owner on file, matched to the company behind it. Every owner-name spelling for that company is grouped on its page.
Owner
T. Rowe Price Group, Inc.
TROW · Baltimore, United States
Representative
Lynn M. Jordan
Kelly IP, LLP
What the mark covers
The products and services ACTIVEPLUS PORTFOLIOS is filed for, grouped by Nice class.
[ Downloadable software in the nature of mobile applications in the investment, investment brokerage, financial asset management and financial fields, which enables users to manage personal account information, view personal account balances, perform personal mutual fund transactions, check the status of pending personal transactions and view personal transaction history, view personal account asset allocation and performance information and charts, conduct personal fund research, select investment strategies for accounts, and access insights on current market events; Downloadable mobile application for providing information, advice and content, and access to information, advice and content, in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving; ] Publications downloadable from the internet, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs
[ Printed matter, namely, newsletters, magazines, reports, guides, charts, worksheets, forms, instructional materials, educational materials, bulletins, pamphlets, booklets, posters, and leaflets in the fields of investment, investment management, asset management, and financial and monetary affairs ]
Full range of services in the investment and financial fields, namely, banking, investment transactions, balance activity reporting, investment brokerage, investment management, investment management of securities portfolios, financial asset management, discretionary asset management, investment advice, management of financial investment accounts, financial investment account management services, investment consultation, investment and financial client profiling, asset allocation, financial research, retirement planning, financial portfolio management, variable annuities investment, trading, custody, and performance reporting of funds and securities; On-line investing of funds, financial portfolio management and financial planning services; Mutual fund investment services; Administration of workplace retirement savings plans; financial administration of retirement plans; Providing information and advice, including information via social media, in the fields of finance, financial asset management, financial planning, financial investing, and in the field of financial information regarding retirement, retirement income, retirement planning, retirement plans and saving; Retirement plan financial services, namely, operation and financial management of retirement plans and financial administration of retirement plans; Strategic financial advisory services, namely, consultative strategic planning in the field of retirement plans; Investment management in the field of retirement plans; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes in connection with retirement plans; Retirement account services, namely, providing retirement account information; Online retirement account services; providing a website featuring financial information that assists retirement plan sponsors in the management of retirement accounts [ ; providing interactive planning tools in the nature of on-line financial calculators incorporated into websites in the fields of finance, financial asset management, financial planning, investing, retirement, retirement income, retirement planning, retirement plans and saving ]
What has happened so far
Steps recorded by the USPTO, newest first.
- Notice of acceptance of sec. 8 & 15 - e-mailed
- Registered - partial sec. 8 (6-yr) accepted & sec. 15 ack.
- Case assigned to post registration paralegal
- Teas section 8 & 15 received
- Teas change of correspondence received
- Attorney/dom.rep.revoked and/or appointed
- Teas revoke/app/change addr of atty/dom rep received
- Applicant/correspondence changes (non-responsive) entered
- Teas change of owner address received
- Courtesy reminder - sec. 8 (6-yr) e-mailed
10 earlier steps on the official record.
About ACTIVEPLUS PORTFOLIOS
Who owns the trademark "ACTIVEPLUS PORTFOLIOS"?
The USPTO trademark "ACTIVEPLUS PORTFOLIOS" (application 87516818) is owned by T. Rowe Price Group, Inc.
What is the status of "ACTIVEPLUS PORTFOLIOS"?
Its status at the USPTO is: registered.
When was "ACTIVEPLUS PORTFOLIOS" registered?
It was registered on July 2, 2019.
Get this data via the API
Everything on this page comes from the Signa API. Pull ACTIVEPLUS PORTFOLIOS 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}/eventsEvery step in the office history
GET/v1/proceedings?trademark_id={id}Oppositions and cancellations against the mark
ID=tm_019d2bef-8b8a-77df-b811-5cfb0b017c22
curl https://api.signa.so/v1/trademarks/$ID \
-H "Authorization: Bearer $SIGNA_API_KEY"{
"id": "tm_019d2bef-8b8a-77df-b811-5cfb0b017c22",
"object": "trademark",
"mark_text": "ACTIVEPLUS PORTFOLIOS",
"status": {
"primary": "active",
"stage": "registered"
},
"office_code": "US",
"application_number": "87516818",
"filing_date": "2017-07-05",
"nice_classes": [
9,
16,
36
],
"owners": [
{
"name": "T. Rowe Price Group, Inc.",
"entity_id": "ent_019f286b-9e55-707d-ab23-d719cdcc7eb9"
}
]
}