PATRIOT PORTFOLIO

Live / Applied — Final refusal mailed (as of 14 Jan 2026)

What this means for you

Not registered yet, but its 29 Apr 2025 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99161279
Mark type
Stylized text
Filed
29 Apr 2025

Goods and services

  • Class 009 — Scientific and electric apparatus: Downloadable mobile applications for managing investment portfolios; downloadable software for managing investment portfolios, namely, financial portfolio management.

Owner

Prosecution history

  • 05 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 05 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 05 Feb 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
  • 14 Jan 2026 — NOTIFICATION OF FINAL REFUSAL EMAILED
  • 14 Jan 2026 — FINAL REFUSAL E-MAILED
  • 14 Jan 2026 — FINAL REFUSAL WRITTEN
  • 22 Oct 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Oct 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 21 Oct 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 15 Oct 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 15 Oct 2025 — NON-FINAL ACTION E-MAILED
  • 15 Oct 2025 — NON-FINAL ACTION WRITTEN
  • 27 Sept 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 26 Sept 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 26 Sept 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED

View this trademark record on Marksy