PORTFOLIOFLEX
Live / Applied — Non-final action mailed (as of 18 Mar 2026)
What this means for you
Not registered yet, but its 05 Nov 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
- 99480537
- Mark type
- Stylized text
- Filed
- 05 Nov 2025
- Attorney of record
- Joshua W. Newman
Goods and services
- Class 036 — Insurance and financial services: Investment management; Investment advisory services; Financial portfolio management; Financial portfolio analysis services; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial risk assessment services; Financial risk management
- Class 042 — Scientific and technological services: Providing temporary use of online non-downloadable software for investors to access curated investment advisor recommendations and investment and asset allocation models on based user-specified criteria; providing temporary use of online non-downloadable software for investors to develop and manage customized investment portfolios; providing temporary use of online downloadable software for investors to access personalized financial news, market research, and investment strategies based on user-specified risk and tax preferences
Owner
- BNY Mellon Advisors, Inc., Pennington, NJ, US
Prosecution history
- 18 Mar 2026 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
- 18 Mar 2026 — NON-FINAL ACTION E-MAILED
- 18 Mar 2026 — NON-FINAL ACTION WRITTEN
- 18 Mar 2026 — ASSIGNED TO EXAMINER
- 12 Feb 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
- 05 Nov 2025 — APPLICATION FILING RECEIPT MAILED
- 05 Nov 2025 — NEW APPLICATION ENTERED