PORTFOLIO MAESTRO

Live / Registered — Registered and renewed (as of 20 Jul 2019)

What this means for you

Registered since 29 Dec 2009. 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 29 Dec 2019).

Record

Serial number
77582870
Registration number
3730550
Mark type
Stylized text
Filed
01 Oct 2008
Published for opposition
05 May 2009
Registered
29 Dec 2009
Next maintenance due
29 Dec 2019
Attorney of record
Monica B. Richman

Goods and services

  • Class 009 — Scientific and electric apparatus: customizable financial software for back testing multiple investment strategies, excluding software for use in connection with payment card processing, banking and automated teller machine (ATM) products and services

Owner

Prosecution history

  • 08 Aug 2022 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 08 Aug 2022 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 08 Aug 2022 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 20 Jul 2019 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 20 Jul 2019 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 20 Jul 2019 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 20 Jul 2019 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 13 Jun 2019 — TEAS SECTION 8 & 9 RECEIVED
  • 29 Dec 2018 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 18 Feb 2016 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 18 Feb 2016 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 18 Feb 2016 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 10 Dec 2015 — TEAS SECTION 8 & 15 RECEIVED
  • 22 Apr 2015 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 31 Oct 2011 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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