PORTFOLIOMARC

Live / Registered — Registered and renewed (as of 02 Mar 2025)

What this means for you

Registered since 30 Jun 2015. 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 30 Jun 2025).

Record

Serial number
85710690
Registration number
4764891
Mark type
Stylized text
Filed
23 Aug 2012
Published for opposition
29 Jan 2013
Registered
30 Jun 2015
Next maintenance due
30 Jun 2025
Attorney of record
David M. Kelly and Lynn M. Jordan

Goods and services

  • Class 042 — Scientific and technological services: Providing on-line non-downloadable computer software for investment and financial portfolio management services, and financial advisory services

Owner

Prosecution history

  • 02 Mar 2025 — NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
  • 02 Mar 2025 — REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
  • 02 Mar 2025 — REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
  • 02 Mar 2025 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL
  • 29 Oct 2024 — TEAS SECTION 8 & 9 RECEIVED
  • 30 Jun 2024 — COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
  • 15 Nov 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
  • 15 Nov 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
  • 15 Nov 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
  • 15 Nov 2023 — APPLICANT/CORRESPONDENCE CHANGES (NON-RESPONSIVE) ENTERED
  • 15 Nov 2023 — TEAS CHANGE OF OWNER ADDRESS RECEIVED
  • 15 Jun 2022 — AUTOMATIC UPDATE OF ASSIGNMENT OF OWNERSHIP
  • 17 Aug 2021 — NOTICE OF ACCEPTANCE OF SEC. 8 & 15 - E-MAILED
  • 16 Aug 2021 — REGISTERED - SEC. 8 (6-YR) ACCEPTED & SEC. 15 ACK.
  • 16 Aug 2021 — CASE ASSIGNED TO POST REGISTRATION PARALEGAL

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