PORTFOLIO BI - Trademark Details
Status: 700 - Registered
Serial Number
88802661
Registration Number
6571048
Word Mark
PORTFOLIO BI
Status
700 - Registered
Status Date
2021-11-23
Filing Date
2020-02-19
Registration Number
6571048
Registration Date
2021-11-23
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Law Office Assigned Location Code
N90
Employee Name
DETMER, CAROLYN ROSE
Statements
Disclaimer with Predetermined Text
"PORTFOLIO"
Goods and Services
computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management
Goods and Services
business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation
Goods and Services
financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services
Goods and Services
providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services
Pseudo Mark
PORTFOLIO BUSINESS INTELLIGENCE
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
2020-02-24
Primary Code
009
First Use Anywhere Date
2020-02-02
First Use In Commerce Date
2020-02-02
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
2020-02-24
Primary Code
035
First Use Anywhere Date
2020-02-02
First Use In Commerce Date
2020-02-02
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
2020-02-24
Primary Code
036
First Use Anywhere Date
2020-02-02
First Use In Commerce Date
2020-02-02
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
2020-02-24
Primary Code
042
First Use Anywhere Date
2020-02-02
First Use In Commerce Date
2020-02-02
Current Trademark Owners
Party Name
Party Type
30 - Original Registrant
Legal Entity Type
03 - Corporation
Address
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Trademark Owner History
Correspondences
Name
ANDREW STEWART
Address
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Trademark Events
| Event Date | Event Description |
| 2020-02-22 | NEW APPLICATION ENTERED IN TRAM |
| 2020-02-24 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED IN TRAM |
| 2020-05-08 | ASSIGNED TO EXAMINER |
| 2020-05-11 | NON-FINAL ACTION WRITTEN |
| 2020-05-11 | NON-FINAL ACTION E-MAILED |
| 2020-05-11 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2020-11-11 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2020-11-11 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2020-11-12 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2020-12-01 | FINAL REFUSAL WRITTEN |
| 2020-12-01 | FINAL REFUSAL E-MAILED |
| 2020-12-01 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| 2021-06-01 | EXPARTE APPEAL RECEIVED AT TTAB |
| 2021-06-01 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| 2021-06-01 | EX PARTE APPEAL-INSTITUTED |
| 2021-06-01 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2021-06-22 | ACTION CONTINUING FINAL - COMPLETED |
| 2021-06-22 | ACTION DENYING REQ FOR RECON E-MAILED |
| 2021-06-22 | NOTIFICATION OF ACTION DENYING REQ FOR RECON E-MAILED |
| 2021-08-20 | TEAS AMENDMENT OF USE RECEIVED |
| 2021-08-21 | USE AMENDMENT FILED |
| 2021-08-21 | AMENDMENT TO USE PROCESSING COMPLETE |
| 2021-08-21 | TEAS REQUEST FOR RECONSIDERATION RECEIVED |
| 2021-08-24 | ASSIGNED TO LIE |
| 2021-08-26 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-08-26 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-09-23 | JURISDICTION RESTORED TO EXAMINING ATTORNEY |
| 2021-10-12 | USE AMENDMENT ACCEPTED |
| 2021-10-12 | NON-FINAL ACTION WRITTEN |
| 2021-10-12 | NON-FINAL ACTION E-MAILED |
| 2021-10-12 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| 2021-10-13 | NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED |
| 2021-10-18 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| 2021-10-18 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| 2021-10-19 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| 2021-10-20 | APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER |
| 2021-10-20 | EXPARTE APPEAL TERMINATED |
| 2021-10-21 | LAW OFFICE PUBLICATION REVIEW COMPLETED |
| 2021-11-23 | REGISTERED-SUPPLEMENTAL REGISTER |
