PORTFOLIOCENTER - Trademark Details
Status: 800 - Registered And Renewed
Serial Number
76386662
Registration Number
2952283
Word Mark
PORTFOLIOCENTER
Status
800 - Registered And Renewed
Status Date
2014-10-09
Filing Date
2002-03-22
Registration Number
2952283
Registration Date
2005-05-17
Mark Drawing
1000 - Typeset: Word(s)/letter(s)/number(s)
Typeset
Published for Opposition Date
2004-02-17
Attorney Name
Law Office Assigned Location Code
L30
Employee Name
RAUEN, JAMES A
Statements
Goods and Services
Computer software for use by investment managers to manage database information in the field of investment portfolio management, for accounting, for preparing client reports, for connecting various computers into a computer network for client communication management, and for tracking performance of investments
Goods and Services
Data processing services for others
Goods and Services
Providing information for investment professionals, namely, information concerning financial portfolio accounting, automated financial client communications management, reporting of investment performance, and reporting of client financial account information over computer networks
Goods and Services
Educational services, namely, providing training for investment advisors in the provision of financial account information to clients in the fields of client communications and client management
Goods and Services
Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet
Pseudo Mark
PORTFOLIO CENTER
Classification Information
International Class
009 - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus. - Scientific, nautical, surveying, electric, photographic, cinematographic, optical, weighing, measuring, signalling, checking (supervision), life-saving and teaching apparatus and instruments; apparatus for recording, transmission or reproduction of sound or images; magnetic data carriers, recording discs; automatic vending machines and mechanisms for coin-operated apparatus; cash registers, calculating machines, data processing equipment and computers; fire-extinguishing apparatus.
US Class Codes
021, 023, 026, 036, 038
Class Status Code
6 - Active
Class Status Date
2002-04-02
Primary Code
009
First Use Anywhere Date
2004-02-20
First Use In Commerce Date
2004-02-20
International Class
035 - Advertising; business management; business administration; office functions. - Advertising; business management; business administration; office functions.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2002-04-02
Primary Code
035
First Use Anywhere Date
2004-02-20
First Use In Commerce Date
2004-02-20
International Class
036 - Insurance; financial affairs; monetary affairs; real estate affairs. - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes
100, 101, 102
Class Status Code
6 - Active
Class Status Date
2002-04-02
Primary Code
036
First Use Anywhere Date
2004-02-20
First Use In Commerce Date
2004-02-20
International Class
041 - Education; providing of training; entertainment; sporting and cultural activities. - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes
100, 101, 107
Class Status Code
6 - Active
Class Status Date
2003-10-28
Primary Code
041
First Use Anywhere Date
2004-02-20
First Use In Commerce Date
2004-02-20
International Class
042 - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services. - Scientific and technological services and research and design relating thereto; industrial analysis and research services; design and development of computer hardware and software; legal services.
US Class Codes
100, 101
Class Status Code
6 - Active
Class Status Date
2003-10-28
Primary Code
042
First Use Anywhere Date
2004-02-20
First Use In Commerce Date
2004-02-20
Current Trademark Owners
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Trademark Owner History
Party Name
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Party Name
Party Type
20 - Owner at Publication
Legal Entity Type
03 - Corporation
Address
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Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
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Correspondences
Name
Melissa S. Dillenbeck
Address
Please log in with your Justia account to see this address.
Trademark Events
| Event Date | Event Description |
| 2002-07-17 | ASSIGNED TO EXAMINER |
| 2002-08-07 | NON-FINAL ACTION MAILED |
| 2003-01-08 | ASSIGNED TO EXAMINER |
| 2003-01-30 | PAPER RECEIVED |
| 2003-01-30 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-03-12 | NON-FINAL ACTION MAILED |
| 2003-09-15 | PAPER RECEIVED |
| 2003-10-16 | CASE FILE IN TICRS |
| 2003-09-15 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-10-29 | FINAL REFUSAL MAILED |
| 2003-11-23 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2003-11-23 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2003-12-09 | ASSIGNED TO EXAMINER |
| 2003-12-11 | ASSIGNED TO EXAMINER |
| 2003-12-11 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| 2004-01-28 | NOTICE OF PUBLICATION |
| 2004-02-17 | PUBLISHED FOR OPPOSITION |
| 2004-05-11 | NOA MAILED - SOU REQUIRED FROM APPLICANT |
| 2004-07-26 | PAPER RECEIVED |
| 2004-07-26 | USE AMENDMENT FILED |
| 2004-08-10 | STATEMENT OF USE PROCESSING COMPLETE |
| 2004-11-30 | SU - NON-FINAL ACTION - WRITTEN |
| 2004-12-01 | NON-FINAL ACTION MAILED |
| 2005-03-01 | PAPER RECEIVED |
| 2005-03-01 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2005-03-15 | AMENDMENT FROM APPLICANT ENTERED |
| 2005-03-15 | ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED |
| 2005-03-18 | ASSIGNED TO LIE |
| 2005-03-25 | LAW OFFICE REGISTRATION REVIEW COMPLETED |
| 2005-05-17 | REGISTERED-PRINCIPAL REGISTER |
| 2011-04-25 | TEAS SECTION 8 & 15 RECEIVED |
| 2011-05-16 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2011-05-17 | REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK. |
| 2012-10-25 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2012-10-25 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2014-09-30 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2014-09-30 | TEAS SECTION 8 & 9 RECEIVED |
| 2014-10-09 | CASE ASSIGNED TO POST REGISTRATION PARALEGAL |
| 2014-10-09 | REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED |
| 2014-10-09 | REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS) |
| 2014-10-09 | NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED |
| 2019-01-24 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2019-01-24 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2019-12-11 | AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP |
| 2021-03-29 | TEAS CHANGE OF OWNER ADDRESS RECEIVED |
| 2021-03-29 | TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED |
| 2021-03-29 | ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED |
| 2021-03-29 | TEAS CHANGE OF CORRESPONDENCE RECEIVED |
| 2021-03-29 | APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED |
