PUBLIC FUNDS REFERENCE PORTFOLIO TOOL KIT

Live / Allowed — Notice of allowance issued (as of 17 Feb 2026)

What this means for you

Approved and waiting on proof of use. It will register unless the applicant drops it, and its 13 Jun 2025 filing date already counts against anyone who files later.

Record

Serial number
99233699
Mark type
Stylized text
Filed
13 Jun 2025
Published for opposition
23 Dec 2025

Goods and services

  • Class 036 — Insurance and financial services: Investment management; Investment management in the fields of public funds; Investment consultation; Investment consultation in the fields of public funds; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services

Owner

Prosecution history

  • 17 Feb 2026 — NOA E-MAILED - SOU REQUIRED FROM APPLICANT
  • 23 Dec 2025 — OFFICIAL GAZETTE PUBLICATION CONFIRMATION E-MAILED
  • 23 Dec 2025 — PUBLISHED FOR OPPOSITION
  • 17 Dec 2025 — NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED
  • 24 Nov 2025 — APPROVED FOR PUB - PRINCIPAL REGISTER
  • 21 Nov 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 21 Nov 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 21 Nov 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 12 Nov 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 12 Nov 2025 — NON-FINAL ACTION E-MAILED
  • 12 Nov 2025 — NON-FINAL ACTION WRITTEN
  • 03 Nov 2025 — ASSIGNED TO EXAMINER
  • 22 Oct 2025 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 13 Jun 2025 — APPLICATION FILING RECEIPT MAILED
  • 13 Jun 2025 — NEW APPLICATION ENTERED

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