PORTFOLIO PATHWAY - Trademark Details
Status: 702 - Section 8 & 15-Accepted And Acknowledged
Image for trademark with serial number 77627433
Serial Number
77627433
Registration Number
4118882
Word Mark
PORTFOLIO PATHWAY
Status
702 - Section 8 & 15-Accepted And Acknowledged
Status Date
2018-04-03
Filing Date
2008-12-05
Registration Number
4118882
Registration Date
2012-03-27
Mark Drawing
4000 - Standard character mark Typeset
Published for Opposition Date
2009-11-24
Attorney Name
Nick Marsico
Law Office Assigned Location Code
L10
Employee Name
PARADEWELAI, BENJI YUE
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
Downloadable computer software for financial professionals for use in managing client accounts across multiple institutions through web-based applications
Goods and Services
Providing temporary use of on-line non-downloadable software for financial professionals for use in managing client accounts across multiple institutions through a web portal interface; Providing a website featuring on-line non-downloadable software that manages the user's financial information from a variety of financial institutions; Providing a website for financial professionals featuring on-line non-downloadable software that manages customer's financial accounts through performance reporting, operational workflow, and account aggregation
Classification Information
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
2009-09-10
Primary Code
042
First Use Anywhere Date
2010-03-15
First Use In Commerce Date
2010-03-15
Current Trademark Owners
Party Name
REDBLACK SOFTWARE, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Trademark Owner History
Party Name
REDBLACK SOFTWARE, LLC
Party Type
31 - 1st New Owner Entered After Registration
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Portfolio Pathway, LLC
Party Type
30 - Original Registrant
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Portfolio Pathway, LLC
Party Type
20 - Owner at Publication
Legal Entity Type
16 - Limited Liability Company
Address
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Party Name
Portfolio Pathway, LLC
Party Type
10 - Original Applicant
Legal Entity Type
16 - Limited Liability Company
Address
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Correspondences
Name
Michele M. Glessner
Address
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Trademark Events
Event DateEvent Description
2008-12-09NEW APPLICATION ENTERED IN TRAM
2009-03-04ASSIGNED TO EXAMINER
2009-03-07NON-FINAL ACTION WRITTEN
2009-03-09NON-FINAL ACTION MAILED
2009-09-09TEAS RESPONSE TO OFFICE ACTION RECEIVED
2009-09-09CORRESPONDENCE RECEIVED IN LAW OFFICE
2009-09-10TEAS/EMAIL CORRESPONDENCE ENTERED
2009-10-01APPROVED FOR PUB - PRINCIPAL REGISTER
2009-10-20ASSIGNED TO LIE
2009-10-21LAW OFFICE PUBLICATION REVIEW COMPLETED
2009-11-04NOTICE OF PUBLICATION
2009-11-24PUBLISHED FOR OPPOSITION
2010-02-16NOA MAILED - SOU REQUIRED FROM APPLICANT
2010-08-09TEAS EXTENSION RECEIVED
2010-08-09EXTENSION 1 FILED
2010-08-09EXTENSION 1 GRANTED
2010-08-11NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
2011-02-14TEAS EXTENSION RECEIVED
2011-02-28CASE ASSIGNED TO INTENT TO USE PARALEGAL
2011-02-14EXTENSION 2 FILED
2011-02-28EXTENSION 2 GRANTED
2011-03-01NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
2011-08-15TEAS STATEMENT OF USE RECEIVED
2011-08-15TEAS EXTENSION RECEIVED
2011-08-15EXTENSION 3 FILED
2011-08-18EXTENSION 3 GRANTED
2011-08-15USE AMENDMENT FILED
2011-08-18STATEMENT OF USE PROCESSING COMPLETE
2011-08-19NOTICE OF APPROVAL OF EXTENSION REQUEST MAILED
2011-08-19SU - NON-FINAL ACTION - WRITTEN
2011-08-19NON-FINAL ACTION MAILED
2012-02-15SU-EXAMINER'S AMENDMENT WRITTEN
2012-02-15EXAMINER'S AMENDMENT ENTERED
2012-02-15EXAMINERS AMENDMENT MAILED
2012-02-15ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
2012-02-17LAW OFFICE REGISTRATION REVIEW COMPLETED
2012-02-18NOTICE OF ACCEPTANCE OF STATEMENT OF USE MAILED
2012-03-14UNDELIVERABLE MAIL - NO ACTION TAKEN
2012-03-27REGISTERED-PRINCIPAL REGISTER
2012-03-27TEAS CHANGE OF CORRESPONDENCE RECEIVED
2013-10-10TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
2013-10-10ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
2017-03-27COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
2018-03-23TEAS SECTION 8 & 15 RECEIVED
2018-03-23TEAS CHANGE OF CORRESPONDENCE RECEIVED
2018-04-03CASE ASSIGNED TO POST REGISTRATION PARALEGAL
2018-04-03REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
2018-04-03NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
2019-12-16TEAS CHANGE OF CORRESPONDENCE RECEIVED
2021-03-27COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
2021-11-03AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP