PORTFOLIO BI
Live / Registered — Registered (as of 23 Nov 2021)
What this means for you
Registered since 23 Nov 2021. The owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 88802661
- Registration number
- 6571048
- Mark type
- Stylized text
- Filed
- 19 Feb 2020
- Registered
- 23 Nov 2021
- Attorney of record
- Andrew Stewart
Goods and services
- Class 009 — Scientific and electric apparatus: computer software, namely, downloadable software utilizing business intelligence used for financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management
- Class 035 — Advertising and business services: business assistance, business intelligence advisory and consulting services in the field of financial account reconciliation
- Class 036 — Insurance and financial services: financial management services, namely, business intelligence and financial project management and support of investment tracking; financial services, namely, master data management services
- Class 042 — Scientific and technological services: providing temporary use of online non-downloadable business intelligence software for use in the field of financial instrument trades tracking, financial portfolio management, order management systems, investment account reconciliation in support of investment tracking, investment reporting, financial instrument trades tracking and investment revenue management; data security consultancy, namely, master data management services
Owner
- Portfolio BI, Inc., New York, NY, US
- Portfolio BI, Inc., New York, NY, US
Prosecution history
- 10 May 2023 — TEAS CHANGE OF CORRESPONDENCE RECEIVED
- 10 May 2023 — ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
- 10 May 2023 — TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
- 23 Nov 2021 — REGISTERED-SUPPLEMENTAL REGISTER
- 21 Oct 2021 — LAW OFFICE PUBLICATION REVIEW COMPLETED
- 20 Oct 2021 — EXPARTE APPEAL TERMINATED
- 20 Oct 2021 — APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
- 19 Oct 2021 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 18 Oct 2021 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 18 Oct 2021 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 13 Oct 2021 — NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE E-MAILED
- 12 Oct 2021 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 12 Oct 2021 — NON-FINAL ACTION E-MAILED
- 12 Oct 2021 — NON-FINAL ACTION WRITTEN
- 12 Oct 2021 — USE AMENDMENT ACCEPTED