PORTFOLIOIQ

Live / Registered — Registered (as of 26 Aug 2025)

What this means for you

Registered since 26 Aug 2025. The owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
98046131
Registration number
7922715
Mark type
Stylized text
Filed
16 Jun 2023
Published for opposition
14 May 2024
Registered
26 Aug 2025
Attorney of record
Jessica L. Rothstein

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable software for accessing, monitoring, analyzing, and sharing investment portfolio data; downloadable software for fund operations and investment portfolio management; downloadable software enabling users to create, access, and manage a database of performance indicators and metrics related to investment portfolios; downloadable software for data management, analysis, and insights in the field of investment portfolio management, including portfolio performance, asset allocation, risk exposure, and historical performance; downloadable software for creating, generating, and accessing reports in the field of investment portfolio management; downloadable software for providing data, analysis, and insights to users in the field of finance

Owner

Prosecution history

  • 26 Aug 2025 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 26 Aug 2025 — REGISTERED-PRINCIPAL REGISTER
  • 04 Aug 2025 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 04 Aug 2025 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 12 Jul 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED
  • 12 Jul 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 07 Jul 2025 — USE AMENDMENT FILED
  • 12 Jul 2025 — SOU EXTENSION 2 GRANTED
  • 06 Jul 2025 — SOU EXTENSION 2 FILED
  • 07 Jul 2025 — TEAS STATEMENT OF USE RECEIVED
  • 07 Jul 2025 — SOU TEAS EXTENSION RECEIVED
  • 23 Jun 2025 — CORRECTED NOA E-MAILED
  • 23 Jun 2025 — DIVISIONAL PROCESSING COMPLETE
  • 09 Jan 2025 — DIVISIONAL REQUEST RECEIVED
  • 21 Jun 2025 — NOTICE OF APPROVAL OF EXTENSION REQUEST E-MAILED

View this trademark record on Marksy