PORTFOLIO ANATOMY - Trademark Details
Status: 630 - New Application - Record Initialized Not Assigned To Examiner
Serial Number
97383525
Word Mark
PORTFOLIO ANATOMY
Status
630 - New Application - Record Initialized Not Assigned To Examiner
Status Date
2022-04-30
Filing Date
2022-04-27
Mark Drawing
4000 - Standard character mark
Typeset
Attorney Name
Statements
Goods and Services
Downloadable computer mobile application for use in financial services applications for portfolio optimization and construction, risk management, and risk model construction; downloadable computer mobile application for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
Goods and Services
Financial asset management services, mutual funds management services, ETFs management services
Goods and Services
Platform as a service (PAAS) featuring computer software platforms for use in applications in financial services for portfolio optimization and construction, risk management, and risk model construction; platform as a service (PAAS) used for the management of financial assets, mutual funds, ETFs, bonds, stocks, real estate and alternative investments
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
2022-04-30
Primary Code
009
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
2022-04-30
Primary Code
036
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
2022-04-30
Primary Code
042
Current Trademark Owners
Party Name
Party Type
10 - Original Applicant
Legal Entity Type
03 - Corporation
Address
Please log in with your Justia account to see this address.
Correspondences
Name
AMANDA K. GREENSPON
Address
Please log in with your Justia account to see this address.
Foreign Application Information
| Filing Date | Application Number | Country | Foreign Priority Claim In |
| 2022-04-21 | 2180950 | Canada | True |
Trademark Events
| Event Date | Event Description |
| 2022-04-30 | NEW APPLICATION ENTERED IN TRAM |
