Serial 99130287

Live / Allowed — Published for opposition (as of 10 Mar 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 10 Apr 2025 filing date already counts against anyone who files later.

Record

Serial number
99130287
Mark type
Design / logo
Filed
10 Apr 2025
Published for opposition
10 Mar 2026
Attorney of record
Howard Shipley

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable tutorial e-books in the field of portfolio management, portfolio accounting and treasury systems
  • Class 036 — Insurance and financial services: Providing financial management and consulting services related to portfolio management, portfolio accounting and treasury systems
  • Class 041 — Education and entertainment services: Education services, namely, providing non-downloadable webinars in the field of portfolio management, portfolio accounting and treasury systems; Providing a website featuring blogs, non-downloadable publications in the nature of articles, and newsletters in the field of portfolio management, portfolio accounting and treasury systems
  • Class 042 — Scientific and technological services: Providing online non-downloadable software and software customization services for financial portfolio management, portfolio accounting, and management of treasury systems for use by investment management financial professionals

Owner

Prosecution history

  • 10 Mar 2026 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 10 Mar 2026 — PUBLISHED FOR OPPOSITION
  • 04 Mar 2026 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 12 Feb 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 11 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 11 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 11 Feb 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 15 Jan 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 15 Jan 2026 — NON-FINAL ACTION E-MAILED
  • 15 Jan 2026 — NON-FINAL ACTION WRITTEN
  • 05 Jan 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
  • 23 Dec 2025 — WITHDRAWN FROM PUB - OG REVIEW QUERY
  • 04 Dec 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 04 Dec 2025 — EXAMINER'S AMENDMENT ENTERED
  • 04 Dec 2025 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED

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