RATE PORTFOLIO

Live / Allowed — Notice of allowance issued (as of 28 Oct 2025)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 18 Feb 2025 filing date already counts against anyone who files later.

Record

Serial number
99045138
Mark type
Design + words
Filed
18 Feb 2025
Published for opposition
02 Sept 2025
Attorney of record
Rebecca Liebowitz

Goods and services

  • Class 036 — Insurance and financial services: Financial advice and consultancy services; Financial analysis and research services; Financial information and advisory services; Strategic financial advisory services; Financial services, namely, brokerage and banking of mortgage loans including traditional and non-qualified mortgage loans; Financial investment services, namely, administering the issuance, underwriting and distribution of securities in the secondary mortgage market; servicing and guaranteeing of mortgage loans in the secondary mortgage market; financial services, namely, mortgage refinancing of mortgage loans in the secondary finance market

Owner

Prior registrations

Prosecution history

  • 02 Mar 2026 — TEAS STATEMENT OF USE RECEIVED
  • 28 Oct 2025 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 02 Sept 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 02 Sept 2025 — PUBLISHED FOR OPPOSITION
  • 27 Aug 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 28 Jul 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 28 Jul 2025 — EXAMINER'S AMENDMENT ENTERED
  • 28 Jul 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
  • 28 Jul 2025 — EXAMINERS AMENDMENT E-MAILED
  • 28 Jul 2025 — EXAMINERS AMENDMENT -WRITTEN
  • 22 Jul 2025 — ASSIGNED TO EXAMINER
  • 15 Jul 2025 — NOTICE OF DESIGN SEARCH CODE E-MAILED
  • 15 Jul 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 18 Feb 2025 — APPLICATION FILING RECEIPT MAILED
  • 18 Feb 2025 — NEW APPLICATION ENTERED

View this trademark record on Marksy