PORTFOLIOCENTER
Live / Registered — Registered and renewed (as of 28 Aug 2025)
What this means for you
Registered since 17 May 2005. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 17 May 2025).
Record
- Serial number
- 76386662
- Registration number
- 2952283
- Mark type
- Word mark
- Filed
- 22 Mar 2002
- Published for opposition
- 17 Feb 2004
- Registered
- 17 May 2005
- Next maintenance due
- 17 May 2025
- Attorney of record
- Melissa S. Dillenbeck
Goods and services
- Class 009 — Scientific and electric apparatus: 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
- Class 035 — Advertising and business services: Data processing services for others
- Class 036 — Insurance and financial 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
- Class 041 — Education and entertainment 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
- Class 042 — Scientific and technological services: Computer technical support services, namely, troubleshooting of computer problems provided via the Internet and in person; hosting of digital content on the Internet
Owner
- TAMARAC INC., Seattle, WA, US
- Performance Technologies, Inc., Raleigh, NC, US
- Performance Technologies, Inc., Raleigh, NC, US
- Performance Technologies, Inc., Raleigh, NC, US
Prosecution history
- 28 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
- 28 Aug 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
- 28 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
- 28 Aug 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
- 22 Apr 2025 — TEAS SECTION 8 & 9 RECEIVED
- 04 Dec 2024 — ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
- 17 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
- 29 Mar 2021 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
- 29 Mar 2021 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 29 Mar 2021 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 29 Mar 2021 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 29 Mar 2021 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
- 11 Dec 2019 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
- 24 Jan 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 24 Jan 2019 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED