RISKSCAN

What this means for you

Registered since 31 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 31 May 2025).

Record

Serial number

78212831

Registration number

2957982

Mark type

Stylized text

Filed

10 Feb 2003

Published for opposition

11 May 2004

Registered

31 May 2005

Next maintenance due

31 May 2025

Attorney of record

David M. Kelly and Lynn M. Jordan

Goods and services

• Class 009 — Scientific and electric apparatus: computer software for use in portfolio analytics in the field of financial portfolio management
• Class 036 — Insurance and financial services: financial services, namely, advisory services relating to financial portfolio management and data analysis services relating to financial portfolios

Owner

• Advanced Portfolio Technologies, Inc., Jacksonville, FL, US
• Advanced Portfolio Technologies, Inc., New York, NY, US
• Advanced Portfolio Technologies, Inc., New York, NY, US

Prosecution history

• 14 Aug 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
• 14 Aug 2025 — REGISTERED AND RENEWED (SECOND RENEWAL - 10 YRS)
• 14 Aug 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
• 14 Aug 2025 — POST REGISTRATION ACTION MAILED NO RESPONSE REQUIRED
• 13 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION-POST REG RECEIVED
• 25 Feb 2025 — POST REGISTRATION ACTION MAILED - SEC. 8 & 9
• 25 Feb 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
• 25 Oct 2024 — TEAS SECTION 8 & 9 RECEIVED
• 31 May 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
• 06 Apr 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
• 06 Apr 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
• 06 Apr 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
• 06 Apr 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
• 06 Apr 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
• 01 Jul 2019 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED